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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$7.98M +$1.84M +7,245 +31%
HWM
202
HB Wealth Management
Georgia
$7.94M +$55.6K +219 +0.7%
MWM
203
Merriman Wealth Management
Washington
$7.88M -$330K -1,302 -4%
Financial Engines Advisors
204
Financial Engines Advisors
California
$7.83M -$246K -969 -3%
ML
205
Mayport LLC
Massachusetts
$7.82M -$22.1K -87 -0.3%
GT
206
Glenmede Trust
Pennsylvania
$7.78M -$1.52K -6 -0%
STA
207
Summit Trail Advisors
New York
$7.78M +$1.88M +7,429 +34%
KPWS
208
Kestra Private Wealth Services
Texas
$7.66M +$1.15M +4,521 +18%
NPFS
209
Novak & Powell Financial Services
Florida
$7.63M -$471K -1,858 -6%
CHJWM
210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.53M -$23.8K -94 -0.3%
MFG
211
Merit Financial Group
Georgia
$7.46M +$6.57M +25,898 +1,060%
G
212
Gainplan
Michigan
$7.11M +$217K +857 +3%
GT
213
Glenview Trust
Kentucky
$7.1M +$149K +588 +2%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$7.04M +$944K +3,721 +16%
CC
215
Callan Capital
California
$7.01M +$118K +466 +2%
TIM
216
Tortoise Investment Management
New York
$6.98M +$221K +873 +3%
ACM
217
Armbruster Capital Management
New York
$6.85M
WIA
218
World Investment Advisors
California
$6.84M +$212K +837 +3%
AF
219
Apexium Financial
Texas
$6.81M
TYCC
220
Texas Yale Capital Corp
Florida
$6.78M +$1.01K +4 +0%
SC
221
Soundwatch Capital
Connecticut
$6.69M +$6.45M +25,413 New
CGL
222
Clarius Group LLC
Washington
$6.68M +$2.54K +10 +0%
CB
223
Commerce Bank
Missouri
$6.55M +$74.8K +295 +1%
CFP
224
Cascade Financial Partners
California
$6.5M -$376K -1,482 -6%
SFMG
225
Sage Financial Management Group
Virginia
$6.46M +$6.22M +24,522 New