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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
376
Pallas Capital Advisors
Massachusetts
$2.13M +$228K +897 +13%
SHGA
377
Sand Hill Global Advisors
California
$2.11M -$1.68M -6,619 -45%
CFG
378
Clayton Financial Group
Missouri
$2.11M +$932K +3,673 +85%
HWM
379
Howard Wealth Management
Connecticut
$2.08M +$56.3K +222 +3%
EWA
380
Exencial Wealth Advisors
Oklahoma
$2.07M +$175K +688 +10%
EIG
381
Ellenbecker Investment Group
Wisconsin
$2.07M +$19.5K +77 +1%
DC
382
Davenport & Co
Virginia
$2.06M -$247K -975 -11%
FFS
383
Founders Financial Securities
Maryland
$2.06M -$418K -1,648 -17%
SPIA
384
Steward Partners Investment Advisory
New York
$2.04M -$38.8K -153 -2%
BTW
385
Boston Trust Walden
Massachusetts
$2.01M – – –
SF
386
Summit Financial
New Jersey
$1.97M +$706K +2,783 +59%
ANTB
387
AMG National Trust Bank
Colorado
$1.95M +$102K +402 +6%
GPWA
388
Great Point Wealth Advisors
Massachusetts
$1.94M -$130K -514 -7%
QCM
389
Quantinno Capital Management
New York
$1.92M +$367K +1,448 +25%
GCP
390
Gill Capital Partners
Colorado
$1.92M -$1.52K -6 -0.1%
HP
391
Holistic Planning
Texas
$1.89M +$463K +1,825 +34%
CA
392
Claro Advisors
Massachusetts
$1.88M -$254 -1 -0%
SAM
393
Sequent Asset Management
Texas
$1.88M -$1.81M -7,127 -50%
MWPCG
394
Measured Wealth Private Client Group
New Hampshire
$1.87M – – –
SAM
395
S.A. Mason
Michigan
$1.86M -$44.4K -175 -2%
SEIA
396
Signature Estate & Investment Advisors
California
$1.86M +$7.1K +28 +0.4%
IWM
397
IHT Wealth Management
Illinois
$1.85M +$62.9K +248 +4%
PS
398
Principal Securities
Iowa
$1.82M +$276K +1,088 +19%
BCI
399
Brinker Capital Investments
Pennsylvania
$1.8M -$220K -866 -11%
OPS
400
Orion Portfolio Solutions
Nebraska
$1.8M -$220K -866 -11%
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