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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
176
Intergy Private Wealth
Colorado
$14.1M -$171K -548 -1%
MCM
177
MAI Capital Management
Ohio
$14.1M +$3.12K +10 +0%
Financial Engines Advisors
178
Financial Engines Advisors
California
$14.1M -$640K -2,051 -4%
KeyBank National Association
179
KeyBank National Association
Ohio
$14.1M
DWM
180
Destination Wealth Management
California
$14M -$360K -1,154 -3%
CAL
181
Capital Advisors Ltd
Ohio
$14M -$1.62M -5,177 -10%
ST
182
Smithfield Trust
Pennsylvania
$14M -$83.7K -268 -0.6%
HWM
183
HB Wealth Management
Georgia
$14M -$512K -1,641 -4%
DWM
184
Daner Wealth Management
Georgia
$13.7M -$225K -720 -2%
FFW
185
Fusion Family Wealth
New York
$13.6M -$31.5K -101 -0.2%
KAS
186
Kestra Advisory Services
Texas
$13.6M -$238K -761 -2%
LFP
187
Leeward Financial Partners
Washington
$13.4M +$844K +2,703 +7%
KPWS
188
Kestra Private Wealth Services
Texas
$13.2M +$467K +1,494 +4%
IWC
189
Integrated Wealth Concepts
Massachusetts
$13.2M -$3.6M -11,535 -22%
FFA
190
Farther Finance Advisors
California
$12.5M +$4.6M +14,718 +59%
BFAG
191
Blackston Financial Advisory Group
Florida
$12.5M -$476K -1,525 -4%
GAM
192
Gotham Asset Management
New York
$12.4M +$1.36M +4,346 +12%
SL
193
Systelligence LLC
Minnesota
$12.3M +$12.2M +39,102 New
VVP
194
Venture Visionary Partners
Ohio
$12.3M -$37.5K -120 -0.3%
Brown Advisory
195
Brown Advisory
Maryland
$12.2M +$2.19K +7 +0%
AF
196
Allworth Financial
California
$12.2M +$84.9K +272 +0.7%
CWM
197
Cranbrook Wealth Management
Michigan
$12.1M -$9.37K -30 -0.1%
GCM
198
Gibraltar Capital Management
Oklahoma
$12.1M +$273K +875 +2%
CAAM
199
Cornerstone Advisors Asset Management
Pennsylvania
$12.1M -$283K -906 -2%
TFO
200
Tarbox Family Office
California
$12.1M -$5.16M -16,516 -30%