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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$13.6M +$171K +548 +1%
MI
177
Moneywise Inc
Virginia
$13.6M -$820K -2,621 -5%
MCM
178
MAI Capital Management
Ohio
$13.5M +$123K +393 +0.9%
PA
179
Procyon Advisors
Connecticut
$13.5M
CAL
180
Capital Advisors Ltd
Ohio
$13.4M +$99.8K +319 +0.7%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$13.4M +$8.3M +26,541 +146%
KeyBank National Association
182
KeyBank National Association
Ohio
$13.3M -$65.4K -209 -0.5%
AssetMark Inc
183
AssetMark Inc
California
$13.2M +$6.27M +20,032 +83%
DWM
184
Destination Wealth Management
California
$13.2M -$115K -368 -0.8%
KPWS
185
Kestra Private Wealth Services
Texas
$13.2M +$652K +2,085 +5%
HWM
186
HB Wealth Management
Georgia
$13.1M -$107K -343 -0.8%
FFW
187
Fusion Family Wealth
New York
$12.9M -$67.9K -217 -0.5%
LFP
188
Leeward Financial Partners
Washington
$12.7M +$38.2K +122 +0.3%
FFA
189
Farther Finance Advisors
California
$12.7M +$685K +2,188 +5%
Financial Engines Advisors
190
Financial Engines Advisors
California
$12.6M -$769K -2,457 -5%
ITB
191
Idaho Trust Bank
Idaho
$12.4M +$1.58M +5,061 +14%
CP
192
Capital Planning
Washington
$12.2M +$1.29M +4,126 +11%
WPC
193
Wedmont Private Capital
Pennsylvania
$12.1M +$874K +2,795 +8%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$11.9M -$1.86M -5,950 -13%
AF
195
Allworth Financial
California
$11.8M +$257K +822 +2%
GAM
196
Gotham Asset Management
New York
$11.8M
BFAG
197
Blackston Financial Advisory Group
Florida
$11.8M -$74.2K -237 -0.6%
BJL
198
Brighton Jones LLC
Washington
$11.7M +$12.3M +39,293 New
Brown Advisory
199
Brown Advisory
Maryland
$11.7M +$104K +332 +0.9%
PL
200
Plancorp LLC
Missouri
$11.6M -$93.9K -300 -0.8%