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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
376
Personal Capital Advisors
California
$360K -$165K -1,173 -28%
CA
377
Cornerstone Advisory
Maryland
$355K -$75.7K -539 -15%
BF
378
BOK Financial
Oklahoma
$354K -$9.55K -68 -2%
DSC
379
Duncker Streett & Co
Missouri
$353K -$1.41K -10 -0.3%
DIP
380
DT Investment Partners
Pennsylvania
$350K +$421 +3 +0.1%
WJWM
381
Williams Jones Wealth Management
New York
$350K +$415K +2,957 New
BFM
382
Boston Financial Management
Massachusetts
$344K +$140 +1 +0%
CWC
383
Carolinas Wealth Consulting
North Carolina
$342K +$405K +2,882 New
GLA
384
Good Life Advisors
Pennsylvania
$341K +$403K +2,871 New
SA
385
Strategic Advisors
New York
$334K – – –
BCI
386
Brinker Capital Investments
Pennsylvania
$332K -$22.1K -157 -5%
GT
387
Greenleaf Trust
Michigan
$332K +$394K +2,805 New
MWA
388
Meridian Wealth Advisors
Texas
$326K +$386K +2,750 New
SC
389
Schoolcraft Capital
Colorado
$325K – – –
RDWM
390
Red Door Wealth Management
Tennessee
$325K -$140 -1 -0%
LL
391
LPWM LLC
Minnesota
$318K – – –
S
392
SignatureFD
Georgia
$316K – – –
JG
393
Jefferies Group
New York
$315K – – –
OCM
394
Orser Capital Management
Texas
$313K -$948K -6,745 -72%
SIA
395
Soltis Investment Advisors
Utah
$313K +$5.76K +41 +2%
FT
396
Fiduciary Trust
Massachusetts
$311K – – –
BC
397
Bartlett & Co
Ohio
$311K +$368K +2,622 New
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$311K +$369K +2,626 New
BCWM
399
Bartlett & Co Wealth Management
Ohio
$311K -$6.46K -46 -2%
MA
400
MONECO Advisors
Connecticut
$310K -$4.07K -29 -1%
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