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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
326
Ashfield Capital Partners
California
$673K -$33.5K -217 -5%
SCA
327
Snowden Capital Advisors
New York
$672K +$1.23K +8 +0.2%
IF
328
Ironwood Financial
Arizona
$670K -$2.31K -15 -0.3%
PWA
329
Physician Wealth Advisors
Utah
$663K -$2.16K -14 -0.3%
PFA
330
Pathway Financial Advisors
Vermont
$663K – – –
MECA
331
Miller Equity Capital Advisors
Texas
$663K +$156K +1,015 +32%
MWM
332
Modera Wealth Management
New Jersey
$658K – – –
MFG
333
Merit Financial Group
Georgia
$655K -$27.4K -178 -4%
PWW
334
Pettyjohn Wood & White
Virginia
$654K +$1.85K +12 +0.3%
WPW
335
Waldron Private Wealth
Pennsylvania
$651K +$67.1K +435 +12%
CA
336
Claro Advisors
Massachusetts
$646K – – –
BRWA
337
B. Riley Wealth Advisors
Florida
$639K +$63.5K +412 +11%
FWP
338
FAS Wealth Partners
Kansas
$638K +$34.1K +221 +6%
CIC
339
Carnegie Investment Counsel
Ohio
$632K +$22K +143 +4%
CAM
340
Cozad Asset Management
Illinois
$630K – – –
CHC
341
City Holding Co
West Virginia
$628K – – –
VFP
342
Verus Financial Partners
Virginia
$617K -$30.7M -198,871 -98%
APG
343
Abacus Planning Group
South Carolina
$617K -$25.6K -166 -4%
HB
344
Homrich & Berg
Georgia
$615K – – –
GWS
345
Glassman Wealth Services
Virginia
$601K -$51.8K -336 -8%
BDF
346
Balasa Dinverno & Foltz
$598K -$164K -1,065 -22%
TFCP
347
Twin Focus Capital Partners
Massachusetts
$598K – – –
CPIG
348
Chicago Partners Investment Group
Illinois
$593K +$11.1K +72 +2%
FA
349
FCG Advisors
New Jersey
$588K +$15.9K +103 +3%
LWM
350
Liberty Wealth Management
California
$587K +$1.7K +11 +0.3%
12 13
14
15 16