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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
AE Wealth Management
Kansas
$3.04M +$2.08M +8,190 +244%
FFG
327
Fortem Financial Group
California
$3M – – –
NAMP
328
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3M -$25.4K -100 -0.9%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$2.99M +$44.1K +174 +2%
PIAS
330
PCA Investment Advisory Services
Ohio
$2.99M -$205K -810 -7%
RJT
331
Raymond James Trust
Florida
$2.89M +$53.5K +211 +2%
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$2.89M +$77.4K +305 +3%
SC
333
Savant Capital
Illinois
$2.88M +$102K +403 +4%
AL
334
Aspiriant LLC
California
$2.85M +$61.1K +241 +2%
CPA
335
Cardiff Park Advisors
California
$2.84M +$8.37K +33 +0.3%
AAS
336
Avantax Advisory Services
Texas
$2.83M -$182K -717 -6%
BFO
337
Boston Family Office
Massachusetts
$2.81M +$4.82K +19 +0.2%
BFA
338
Beaumont Financial Advisors
Massachusetts
$2.8M -$17.8K -70 -0.7%
CFIA
339
Cantor Fitzgerald Investment Advisors
New York
$2.8M +$25.9K +102 +1%
AWMS
340
Advocacy Wealth Management Services
Georgia
$2.77M -$16.5K -65 -0.6%
GRP
341
Global Retirement Partners
California
$2.77M -$309K -1,217 -10%
OWP
342
Obermeyer Wealth Partners
Colorado
$2.77M – – –
CCWA
343
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M – – –
BF
344
Blankinship & Foster
California
$2.71M +$507 +2 +0%
JWCA
345
J.W. Cole Advisors
Florida
$2.71M +$10.4K +41 +0.4%
FCH
346
Freestone Capital Holdings
Washington
$2.66M +$528K +2,082 +26%
FAG
347
Fortitude Advisory Group
Washington
$2.66M -$162K -638 -6%
BRWA
348
B. Riley Wealth Advisors
Florida
$2.63M +$194K +763 +8%
AIMC
349
Alley Investment Management Company
Illinois
$2.61M – – –
SFC
350
Strategic Financial Concepts
Texas
$2.6M -$618M -2,437,502 -100%
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