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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$16.7M +$14.2M +48,000 +781%
AC
152
AlphaCore Capital
California
$16.6M +$2.31M +7,799 +17%
IWC
153
Integrated Wealth Concepts
Massachusetts
$16.5M -$439K -1,484 -3%
HSA
154
HBK Sorce Advisory
Pennsylvania
$16.3M -$91.8K -310 -0.6%
CCG
155
Chatham Capital Group
Georgia
$16.2M -$628K -2,120 -4%
CI
156
CX Institutional
Indiana
$16.1M -$21K -71 -0.1%
TIM
157
Total Investment Management
Arizona
$16M -$149K -502 -1%
PG
158
Proffitt & Goodson
Tennessee
$16M -$375K -1,268 -2%
IWM
159
Integris Wealth Management
California
$15.9M -$121K -408 -0.8%
HWM
160
Horizons Wealth Management
North Carolina
$15.6M -$224K -757 -1%
BFO
161
Biltmore Family Office
North Carolina
$15.5M +$63.7K +215 +0.4%
RWMH
162
Riverpoint Wealth Management Holdings
Illinois
$15.5M -$59.2K -200 -0.4%
CAL
163
Capital Advisors Ltd
Ohio
$15.3M +$161K +544 +1%
Stifel Financial
164
Stifel Financial
Missouri
$15M -$69.6K -235 -0.5%
MAM
165
Madison Asset Management
Wisconsin
$14.8M -$458K -1,546 -3%
BHB
166
Bank Hapoalim BM
Israel
$14.7M +$14.1M +47,700 New
NA
167
NewEdge Advisors
Louisiana
$14.5M +$1.2M +4,055 +9%
AA
168
Alesco Advisors
New York
$14.5M -$300K -1,013 -2%
Financial Engines Advisors
169
Financial Engines Advisors
California
$14.4M -$686K -2,316 -5%
FGWP
170
Founders Grove Wealth Partners
Virginia
$14.4M -$511K -1,726 -4%
TFM
171
TFC Financial Management
Massachusetts
$14.4M +$827K +2,794 +6%
HL
172
HeadInvest LLC
Maine
$14.4M -$3.85K -13 -0%
SIG
173
Stonegate Investment Group
Alabama
$14.2M +$664K +2,244 +5%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$14.2M -$4.67M -15,771 -25%
HWM
175
HB Wealth Management
Georgia
$14.2M +$5.37M +18,139 +65%