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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IFG Advisory
Georgia
$5.06M -$82.3K -278 -2%
RWM
302
Ritholtz Wealth Management
New York
$5.05M -$479K -1,617 -9%
IWC
303
Infinity Wealth Counsel
Ohio
$5.05M -$184K -620 -4%
BFPW
304
BOK Financial Private Wealth
Colorado
$5.04M – – –
AC
305
Apella Capital
Connecticut
$5.04M – – –
TCG
306
Transcendent Capital Group
Oklahoma
$5.03M +$17.2K +58 +0.4%
GWS
307
Glassman Wealth Services
Virginia
$5.01M +$2.97M +10,046 +161%
JWCA
308
J.W. Cole Advisors
Florida
$4.99M +$249K +842 +5%
MCA
309
Magnolia Capital Advisors
Mississippi
$4.98M +$127K +430 +3%
P
310
Pitcairn
Pennsylvania
$4.96M – – –
WT
311
Washington Trust
Rhode Island
$4.91M -$20.7K -70 -0.4%
AFP
312
Ausdal Financial Partners
Iowa
$4.87M +$15.7K +53 +0.3%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$4.87M +$170K +575 +4%
TWM
314
Tumwater Wealth Management
Idaho
$4.83M -$242K -817 -5%
FA
315
FC Advisory
Pennsylvania
$4.73M -$31.7K -107 -0.7%
JWM
316
Johnson Wealth Management
North Dakota
$4.73M +$4.55M +15,355 New
BBA
317
BLB&B Advisors
Pennsylvania
$4.61M -$3.26K -11 -0.1%
IFA
318
Interactive Financial Advisors
Illinois
$4.58M -$183K -617 -4%
WPW
319
Watershed Private Wealth
Illinois
$4.53M -$227K -766 -5%
AL
320
Aspiriant LLC
California
$4.52M +$398K +1,343 +10%
KFP
321
KMG Fiduciary Partners
Ohio
$4.41M – – –
CCB
322
Country Club Bank
Missouri
$4.4M – – –
EWM
323
Evercore Wealth Management
New York
$4.36M -$102K -345 -2%
KWM
324
Kingsview Wealth Management
Oregon
$4.36M +$1.05M +3,538 +33%
AWM
325
Adams Wealth Management
Utah
$4.34M -$3.33M -11,250 -44%
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