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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
326
Pathway Financial Advisors
Vermont
$602K – – –
MWM
327
Modera Wealth Management
New Jersey
$601K – – –
GWS
328
Glassman Wealth Services
Virginia
$597K -$39.9K -295 -7%
PWW
329
Pettyjohn Wood & White
Virginia
$596K +$20.6K +152 +4%
CA
330
Claro Advisors
Massachusetts
$590K +$81.7K +604 +17%
FSWA
331
Financial Synergies Wealth Advisors
Texas
$589K +$145K +1,070 +35%
APG
332
Abacus Planning Group
South Carolina
$588K +$129K +957 +30%
AAS
333
Avantax Advisory Services
Texas
$581K +$14.2K +105 +3%
CAM
334
Cozad Asset Management
Illinois
$576K +$545K +4,030 New
CHC
335
City Holding Co
West Virginia
$574K – – –
HB
336
Homrich & Berg
Georgia
$563K – – –
GA
337
GFS Advisors
Texas
$558K -$2.1M -15,500 -80%
ASN
338
Advisory Services Network
Georgia
$558K -$40.6K -300 -7%
CIC
339
Carnegie Investment Counsel
Ohio
$558K +$36.9K +273 +8%
CPIG
340
Chicago Partners Investment Group
Illinois
$557K +$2.16K +16 +0.4%
FWP
341
FAS Wealth Partners
Kansas
$551K – – –
TFCP
342
Twin Focus Capital Partners
Massachusetts
$546K +$516K +3,820 New
TNB
343
TCF National Bank
South Dakota
$543K +$545K +4,030 New
PWM
344
Perigon Wealth Management
California
$542K +$27.9K +206 +6%
LWM
345
Liberty Wealth Management
California
$535K -$427K -3,156 -46%
SHGA
346
Sand Hill Global Advisors
California
$535K – – –
RWP
347
RWA Wealth Partners
Massachusetts
$533K – – –
WPW
348
Waldron Private Wealth
Pennsylvania
$532K +$63.3K +468 +14%
MCM
349
Maryland Capital Management
Maryland
$527K -$1.23M -9,070 -71%
BRWA
350
B. Riley Wealth Advisors
Florida
$525K -$811 -6 -0.2%
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14
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