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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
326
BSW Wealth Partners
Colorado
$443K – – –
SA
327
Strategic Advisors
New York
$443K – – –
CCM
328
Coe Capital Management
Illinois
$440K -$11.4K -84 -3%
FWIA
329
Fort Washington Investment Advisors
Ohio
$437K -$101K -741 -19%
PP
330
Pegasus Partners
Wisconsin
$430K – – –
NAS
331
Nicolet Advisory Services
Wisconsin
$429K -$26.2K -193 -6%
BF
332
BOK Financial
Oklahoma
$429K -$10K -74 -2%
PAS
333
Park Avenue Securities
New York
$424K +$422K +3,111 New
AF
334
Affiance Financial
Minnesota
$423K – – –
BRWA
335
B. Riley Wealth Advisors
Florida
$415K -$122K -898 -23%
FWCM
336
Ferguson Wellman Capital Management
Oregon
$411K – – –
DSC
337
Duncker Streett & Co
Missouri
$408K +$2.17K +16 +0.5%
BCI
338
Brinker Capital Investments
Pennsylvania
$404K -$84.2K -620 -17%
DIP
339
DT Investment Partners
Pennsylvania
$402K +$7.6K +56 +2%
KA
340
Kovack Advisors
Florida
$402K +$400K +2,946 New
BC
341
Bartlett & Co
Ohio
$398K – – –
BCWM
342
Bartlett & Co Wealth Management
Ohio
$398K – – –
BFM
343
Boston Financial Management
Massachusetts
$395K – – –
DFA
344
Delta Financial Advisors
Louisiana
$394K +$1.49K +11 +0.4%
ABC
345
Associated Banc-Corp
Wisconsin
$386K +$27K +199 +8%
IWM
346
IHT Wealth Management
Illinois
$385K -$91.1K -671 -19%
SI
347
Stephens Inc
Arkansas
$379K +$679 +5 +0.2%
SC
348
Schoolcraft Capital
Colorado
$374K -$16.4K -121 -4%
PWM
349
Perigon Wealth Management
California
$372K -$32.2K -237 -8%
S
350
SignatureFD
Georgia
$363K -$28.6K -211 -7%
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