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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
$14.1M
DWM
177
Destination Wealth Management
California
$14.1M -$290K -980 -2%
IPW
178
Intergy Private Wealth
Colorado
$14M +$368K +1,243 +3%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$13.9M -$1.25M -4,231 -9%
PA
180
Procyon Advisors
Connecticut
$13.9M +$13.4M +45,113 New
CFB
181
Cullen/Frost Bankers
Texas
$13.8M -$609K -2,056 -4%
MCM
182
MAI Capital Management
Ohio
$13.8M +$29K +98 +0.2%
KeyBank National Association
183
KeyBank National Association
Ohio
$13.8M
DADC
184
D.A. Davidson & Co
Montana
$13.7M +$263K +887 +2%
ST
185
Smithfield Trust
Pennsylvania
$13.7M -$216K -731 -2%
KAS
186
Kestra Advisory Services
Texas
$13.5M -$137K -463 -1%
DWM
187
Daner Wealth Management
Georgia
$13.4M +$84.7K +286 +0.7%
FFW
188
Fusion Family Wealth
New York
$13.4M -$127K -430 -1%
ITB
189
Idaho Trust Bank
Idaho
$13.2M +$1.09M +3,696 +9%
BFAG
190
Blackston Financial Advisory Group
Florida
$12.7M -$31.1K -105 -0.3%
KPWS
191
Kestra Private Wealth Services
Texas
$12.5M +$409K +1,381 +4%
BJL
192
Brighton Jones LLC
Washington
$12.4M +$32K +108 +0.3%
IAN
193
Integrated Advisors Network
Texas
$12.3M -$569K -1,921 -5%
LFP
194
Leeward Financial Partners
Washington
$12.2M +$229K +774 +2%
CAAM
195
Cornerstone Advisors Asset Management
Pennsylvania
$12.1M +$19.8K +67 +0.2%
PL
196
Plancorp LLC
Missouri
$12.1M -$9.77K -33 -0.1%
VVP
197
Venture Visionary Partners
Ohio
$12M +$2.67K +9 +0%
PB
198
Prime Buchholz
New Hampshire
$12M -$1.65M -5,558 -12%
Brown Advisory
199
Brown Advisory
Maryland
$12M +$292K +986 +3%
MI
200
Moneywise Inc
Virginia
$11.9M -$147K -497 -1%