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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
176
Amtrust Financial Services
New York
$15.8M
TIM
177
Total Investment Management
Arizona
$15.7M -$2.46M -7,370 -14%
PA
178
Procyon Advisors
Connecticut
$15.5M
ITB
179
Idaho Trust Bank
Idaho
$15.5M +$1.13M +3,388 +8%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$15.4M +$1.66M +4,984 +12%
DWM
181
Destination Wealth Management
California
$15.4M +$171K +514 +1%
MI
182
Moneywise Inc
Virginia
$15.3M -$303K -908 -2%
KPWS
183
Kestra Private Wealth Services
Texas
$15.2M +$30K +90 +0.2%
PAG
184
Private Advisor Group
New Jersey
$15.1M +$1.88M +5,646 +15%
DWM
185
Daner Wealth Management
Georgia
$15M -$210K -629 -1%
LFP
186
Leeward Financial Partners
Washington
$15M +$368K +1,104 +3%
MCM
187
MAI Capital Management
Ohio
$14.9M -$574K -1,721 -4%
KeyBank National Association
188
KeyBank National Association
Ohio
$14.8M -$470K -1,410 -3%
FFW
189
Fusion Family Wealth
New York
$14.6M -$179K -537 -1%
FFA
190
Farther Finance Advisors
California
$14.6M +$114K +341 +0.8%
Financial Engines Advisors
191
Financial Engines Advisors
California
$14.2M -$320K -959 -2%
CFG
192
Citizens Financial Group
Rhode Island
$14.1M +$2.76M +8,276 +25%
CP
193
Capital Planning
Washington
$14M -$15.7K -47 -0.1%
GAM
194
Gotham Asset Management
New York
$13.6M
AssetMark Inc
195
AssetMark Inc
California
$13.6M -$1.57M -4,700 -11%
BJL
196
Brighton Jones LLC
Washington
$13.5M +$25.4K +76 +0.2%
WPC
197
Wedmont Private Capital
Pennsylvania
$13.5M -$39.4K -118 -0.3%
AF
198
Allworth Financial
California
$13.5M -$108K -323 -0.8%
Brown Advisory
199
Brown Advisory
Maryland
$13.5M +$38K +114 +0.3%
BDF
200
Black Diamond Financial
Maryland
$13.4M +$6.62M +19,857 +104%