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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
351
Sheets Smith Wealth Management
North Carolina
$3.25M -$73.8K -280 -2%
WFA
352
Wells Financial Advisors
Massachusetts
$3.24M -$538K -2,043 -15%
CSF
353
Capital Squared Financial
Maryland
$3.21M +$2.97M +11,259 New
PIAS
354
PCA Investment Advisory Services
Ohio
$3.18M +$94.1K +357 +3%
HI
355
Harbour Investments
Wisconsin
$3.17M +$1.27M +4,805 +76%
FFS
356
Founders Financial Securities
Maryland
$3.15M +$137K +521 +5%
MC
357
Mathes Company
New York
$3.13M – – –
CFIA
358
Cantor Fitzgerald Investment Advisors
New York
$3.09M +$27.9K +106 +1%
DC
359
Dahring Cusmano
Michigan
$3.07M -$13.7K -52 -0.5%
KWM
360
Kingsview Wealth Management
Oregon
$3.03M -$121K -458 -4%
SAI
361
Savvy Advisors Inc
New York
$2.99M +$939K +3,562 +51%
OWP
362
Obermeyer Wealth Partners
Colorado
$2.99M – – –
NAMP
363
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.97M -$290K -1,100 -10%
CCWA
364
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.97M – – –
ATPW
365
Ashton Thomas Private Wealth
Arizona
$2.96M -$134K -509 -5%
BFO
366
Boston Family Office
Massachusetts
$2.95M – – –
CPA
367
Cardiff Park Advisors
California
$2.94M +$5.53K +21 +0.2%
AWP
368
Astra Wealth Partners
New Jersey
$2.93M +$665K +2,523 +33%
PFG
369
Pinnacle Financial Group
Illinois
$2.86M -$3.42K -13 -0.1%
RFM
370
Royal Fund Management
Florida
$2.83M +$26.9K +102 +1%
BBHC
371
Brown Brothers Harriman & Co
New York
$2.82M +$1.11M +4,212 +74%
FCH
372
Freestone Capital Holdings
Washington
$2.79M -$57.2K -217 -2%
WMA
373
William Mack & Associates
Michigan
$2.78M – – –
AIMC
374
Alley Investment Management Company
Illinois
$2.78M – – –
FA
375
Financial Alternatives
California
$2.77M – – –
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15
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