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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
376
Revisor Wealth Management
Ohio
$1.2M +$1.17M +6,450 New
KWM
377
Kingsview Wealth Management
Oregon
$1.19M +$70.5K +387 +6%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$1.17M – – –
DTC
379
Davidson Trust Company
Washington
$1.17M – – –
GD
380
Grandfield & Dodd
New York
$1.16M +$14K +77 +1%
ACA
381
Anchor Capital Advisors
Massachusetts
$1.16M -$123K -675 -10%
ANTB
382
AMG National Trust Bank
Colorado
$1.15M -$225K -1,236 -17%
RCG
383
Resource Consulting Group
Florida
$1.14M – – –
MWM
384
Merriman Wealth Management
Washington
$1.13M +$8.74K +48 +0.8%
IWM
385
IHT Wealth Management
Illinois
$1.12M -$73.2K -402 -6%
AAS
386
Ameritas Advisory Services
Nebraska
$1.12M -$245K -1,343 -18%
LPT
387
Legacy Private Trust
Wisconsin
$1.11M – – –
FA
388
FC Advisory
Pennsylvania
$1.11M +$13.7K +75 +1%
SF
389
Summit Financial
New Jersey
$1.1M +$4.37K +24 +0.4%
CAM
390
Clark Asset Management
New Hampshire
$1.09M – – –
AFP
391
Ausdal Financial Partners
Iowa
$1.09M -$13.8K -76 -1%
HTC
392
Haverford Trust Company
Pennsylvania
$1.08M -$511K -2,809 -33%
SCA
393
STALEY CAPITAL ADVISERS
Pennsylvania
$1.08M – – –
ACP
394
Aveo Capital Partners
Colorado
$1.08M +$1.09K +6 +0.1%
TFGT
395
TS Financial Group (TSFG)
Illinois
$1.07M +$37.5K +206 +4%
AF
396
Alerus Financial
North Dakota
$1.07M – – –
PL
397
Plancorp LLC
Missouri
$1.06M – – –
BFG
398
Berger Financial Group
Minnesota
$1.06M -$147K -810 -13%
WPW
399
Waldron Private Wealth
Pennsylvania
$1.06M +$163K +893 +19%
AWA
400
Arete Wealth Advisors
Illinois
$1.05M -$48.6K -267 -5%
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