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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
326
Financial Connections Group
California
$4.17M – – –
FNBOO
327
First National Bank of Omaha
Nebraska
$4.16M – – –
WA
328
WBH Advisory
Maryland
$4.13M +$2.05M +6,558 +92%
CG
329
Caprock Group
Idaho
$4.13M -$120K -384 -3%
SWM
330
Sendero Wealth Management
Texas
$4.07M +$3.27M +10,438 +328%
TWC
331
TD Waterhouse Canada
Ontario, Canada
$4.06M -$1.55M -4,956 -27%
SWM
332
SigFig Wealth Management
California
$3.99M +$412K +1,316 +11%
G
333
Gainplan
Michigan
$3.97M +$159K +507 +4%
EAM
334
Evanson Asset Management
California
$3.91M +$158K +504 +4%
RM
335
RCW Management
Florida
$3.91M +$183K +584 +5%
TDWM
336
Topel & Distasi Wealth Management
California
$3.88M +$182K +583 +5%
SA
337
SoundView Advisors
Washington
$3.88M -$11.3K -36 -0.3%
SF
338
SWP Financial
California
$3.8M -$341K -1,090 -8%
PFM
339
Phillips Financial Management
Indiana
$3.8M -$1.31M -4,183 -25%
WPW
340
Watershed Private Wealth
Illinois
$3.77M -$648K -2,070 -14%
TC
341
Trust Company
Kansas
$3.75M – – –
IFA
342
Interactive Financial Advisors
Illinois
$3.7M -$402K -1,285 -9%
BFA
343
Bragg Financial Advisors
North Carolina
$3.69M -$45.7K -146 -1%
RC
344
Roundview Capital
New Jersey
$3.68M +$5.01K +16 +0.1%
FI
345
Financial Insights
Washington
$3.67M -$25.3K -81 -0.7%
RFM
346
Royal Fund Management
Florida
$3.63M +$140K +448 +4%
BFA
347
Beaumont Financial Advisors
Massachusetts
$3.63M -$2.19K -7 -0.1%
ZF
348
Zhang Financial
Michigan
$3.61M +$1.56K +5 +0%
SC
349
Sapient Capital
Indiana
$3.58M +$31.9K +102 +0.9%
CSF
350
Capital Squared Financial
Maryland
$3.58M +$75.4K +241 +2%
12 13
14
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