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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
$13.7M – – –
DADC
177
D.A. Davidson & Co
Montana
$13.6M +$171K +548 +1%
MI
178
Moneywise Inc
Virginia
$13.6M -$820K -2,621 -5%
MCM
179
MAI Capital Management
Ohio
$13.5M +$123K +393 +0.9%
PA
180
Procyon Advisors
Connecticut
$13.5M – – –
CAL
181
Capital Advisors Ltd
Ohio
$13.4M +$99.8K +319 +0.7%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$13.4M +$8.3M +26,541 +146%
KeyBank National Association
183
KeyBank National Association
Ohio
$13.3M -$65.4K -209 -0.5%
AssetMark Inc
184
AssetMark Inc
California
$13.2M +$6.27M +20,032 +83%
DWM
185
Destination Wealth Management
California
$13.2M -$115K -368 -0.8%
KPWS
186
Kestra Private Wealth Services
Texas
$13.2M +$652K +2,085 +5%
HWM
187
HB Wealth Management
Georgia
$13.1M -$107K -343 -0.8%
FFW
188
Fusion Family Wealth
New York
$12.9M -$67.9K -217 -0.5%
LFP
189
Leeward Financial Partners
Washington
$12.7M +$38.2K +122 +0.3%
FFA
190
Farther Finance Advisors
California
$12.7M +$685K +2,188 +5%
Financial Engines Advisors
191
Financial Engines Advisors
California
$12.6M -$769K -2,457 -5%
ITB
192
Idaho Trust Bank
Idaho
$12.4M +$1.58M +5,061 +14%
CP
193
Capital Planning
Washington
$12.2M +$1.29M +4,126 +11%
WPC
194
Wedmont Private Capital
Pennsylvania
$12.1M +$874K +2,795 +8%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$11.9M -$1.86M -5,950 -13%
AF
196
Allworth Financial
California
$11.8M +$257K +822 +2%
GAM
197
Gotham Asset Management
New York
$11.8M – – –
BFAG
198
Blackston Financial Advisory Group
Florida
$11.8M -$74.2K -237 -0.6%
BJL
199
Brighton Jones LLC
Washington
$11.7M +$12.3M +39,293 New
Brown Advisory
200
Brown Advisory
Maryland
$11.7M +$104K +332 +0.9%