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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Pegasus Partners
Wisconsin
$467K – – –
SWM
352
SigFig Wealth Management
California
$465K -$63.2K -447 -12%
AF
353
Affiance Financial
Minnesota
$458K – – –
TI
354
Trexquant Investment
Connecticut
$453K +$434K +3,067 New
BF
355
BOK Financial
Oklahoma
$452K -$13K -92 -3%
DSC
356
Duncker Streett & Co
Missouri
$443K +$566 +4 +0.1%
BCI
357
Brinker Capital Investments
Pennsylvania
$438K – – –
DIP
358
DT Investment Partners
Pennsylvania
$437K +$283 +2 +0.1%
BFM
359
Boston Financial Management
Massachusetts
$429K – – –
DFA
360
Delta Financial Advisors
Louisiana
$428K +$990 +7 +0.2%
AWM
361
AE Wealth Management
Kansas
$424K +$406K +2,867 New
PWM
362
Perigon Wealth Management
California
$419K +$15.1K +107 +4%
TPCW
363
TD Private Client Wealth
New York
$418K +$201K +1,418 New
MECA
364
Miller Equity Capital Advisors
Texas
$418K +$400K +2,825 New
NAS
365
Nicolet Advisory Services
Wisconsin
$413K -$49.7K -351 -11%
RDWM
366
Red Door Wealth Management
Tennessee
$413K +$388K +2,745 New
SI
367
Stephens Inc
Arkansas
$407K -$4.24K -30 -1%
SC
368
Schoolcraft Capital
Colorado
$406K – – –
MA
369
MONECO Advisors
Connecticut
$405K +$1.27K +9 +0.3%
IAA
370
Independent Advisor Alliance
North Carolina
$401K +$384K +2,712 New
WPW
371
Waldron Private Wealth
Pennsylvania
$399K +$23.6K +167 +7%
VCP
372
Verus Capital Partners
Arizona
$398K +$380K +2,689 New
LL
373
LPWM LLC
Minnesota
$397K +$380K +2,683 New
DI
374
Disciplined Investments
Oklahoma
$396K +$379K +2,681 New
S
375
SignatureFD
Georgia
$395K +$1.13K +8 +0.3%
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