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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$17.3M -$123K -394 -0.7%
FF
152
Farrell Financial
New York
$17.2M +$33.7K +108 +0.2%
IA
153
IF Advisors
Texas
$16.8M +$16.6M +53,249 New
EWM
154
Empirical Wealth Management
Washington
$16.8M -$353K -1,132 -2%
CI
155
CX Institutional
Indiana
$16.7M +$297K +950 +2%
TIM
156
Total Investment Management
Arizona
$16.7M +$358K +1,147 +2%
HSA
157
HBK Sorce Advisory
Pennsylvania
$16.6M -$190K -609 -1%
Stifel Financial
158
Stifel Financial
Missouri
$16.3M +$978K +3,132 +6%
IWM
159
Integris Wealth Management
California
$16.2M -$102K -327 -0.6%
HWM
160
Horizons Wealth Management
North Carolina
$16.2M +$264K +845 +2%
CCG
161
Chatham Capital Group
Georgia
$15.9M -$675K -2,160 -4%
RWMH
162
Riverpoint Wealth Management Holdings
Illinois
$15.9M -$7.5K -24 -0%
MAM
163
Madison Asset Management
Wisconsin
$15.7M +$558K +1,786 +4%
PG
164
Proffitt & Goodson
Tennessee
$15.6M -$717K -2,295 -4%
BFO
165
Biltmore Family Office
North Carolina
$15.6M -$264K -844 -2%
AA
166
Alesco Advisors
New York
$15.2M +$414K +1,325 +3%
MI
167
Moneywise Inc
Virginia
$15.2M +$2.94M +9,404 +24%
TFM
168
TFC Financial Management
Massachusetts
$15.1M +$405K +1,298 +3%
BHB
169
Bank Hapoalim BM
Israel
$15M – – –
Baird Financial Group
170
Baird Financial Group
Wisconsin
$15M +$751K +2,405 +5%
HL
171
HeadInvest LLC
Maine
$15M +$280K +896 +2%
FGWP
172
Founders Grove Wealth Partners
Virginia
$14.8M +$65.6K +210 +0.4%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$14.4M -$85.9K -275 -0.6%
AFS
174
Amtrust Financial Services
New York
$14.4M – – –
PA
175
Procyon Advisors
Connecticut
$14.2M +$4.37K +14 +0%