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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
326
Consolidated Portfolio Review Corp
New York
$1.87M -$25.9K -127 -1%
KWM
327
Kingsview Wealth Management
Oregon
$1.87M +$338K +1,662 +21%
NS
328
NBC Securities
Alabama
$1.86M +$1.94M +9,518 New
SSWM
329
Sheets Smith Wealth Management
North Carolina
$1.86M – – –
SSI
330
Scott & Selber Inc
Texas
$1.85M +$3.67K +18 +0.2%
WWM
331
Wiser Wealth Management
Georgia
$1.85M -$18.3K -90 -0.9%
NB
332
Nicolet Bankshares
Wisconsin
$1.84M -$1.63K -8 -0.1%
YIA
333
YHB Investment Advisors
Connecticut
$1.84M – – –
PCM
334
Parsons Capital Management
Rhode Island
$1.82M +$157K +771 +9%
SFA
335
Sequoia Financial Advisors
Ohio
$1.79M -$85.5K -420 -4%
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$1.78M +$58.2K +286 +3%
BC
337
Bartlett & Co
Ohio
$1.78M -$22.2K -109 -1%
BCWM
338
Bartlett & Co Wealth Management
Ohio
$1.78M -$22.2K -109 -1%
NFG
339
Nations Financial Group
Iowa
$1.77M +$7.13K +35 +0.4%
FPTW
340
Franklin, Parlapiano, Turner & Welch
Texas
$1.76M – – –
NW
341
NewEdge Wealth
Pennsylvania
$1.75M +$1.82M +8,951 New
GPI
342
General Partner Inc
Pennsylvania
$1.75M – – –
PP
343
PDS Planning
Ohio
$1.74M -$9.98K -49 -0.5%
EWA
344
Exencial Wealth Advisors
Oklahoma
$1.67M -$76.8K -377 -4%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$1.65M -$40.7K -200 -2%
FFG
346
Fortem Financial Group
California
$1.65M – – –
OFG
347
Oxford Financial Group
Indiana
$1.64M +$1.5M +7,352 +700%
EAM
348
Evanson Asset Management
California
$1.64M +$5.09K +25 +0.3%
GPWA
349
Great Point Wealth Advisors
Massachusetts
$1.63M – – –
MFA
350
McClarren Financial Advisors
Pennsylvania
$1.6M -$5.91K -29 -0.4%
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