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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
401
Intersect Capital
California
$305K – – –
CM
402
Cornerstone Management
Georgia
$304K +$28K +199 +8%
HIMC
403
Heritage Investors Management Corp
Maryland
$303K – – –
EPWM
404
Essex Private Wealth Management
Massachusetts
$302K – – –
DFA
405
Delta Financial Advisors
Louisiana
$295K -$56.9K -405 -14%
WFPG
406
Waller Financial Planning Group
Ohio
$291K -$1.38M -9,789 -80%
AF
407
Advisornet Financial
Minnesota
$284K -$35.5K -253 -10%
WA
408
WBH Advisory
Maryland
$281K +$702 +5 +0.2%
SI
409
Stephens Inc
Arkansas
$280K -$54.7K -389 -14%
EWA
410
EP Wealth Advisors
California
$277K +$97.6K +695 +42%
CBFP
411
Cedar Brook Financial Partners
Ohio
$276K – – –
AC
412
Asio Capital
Kentucky
$275K -$14.1K -100 -4%
BBA
413
Braun-Bostich & Associates
Pennsylvania
$275K – – –
HWM
414
HighMark Wealth Management
Minnesota
$273K +$140 +1 +0%
RBCM
415
Raub Brock Capital Management
California
$272K – – –
PCMC
416
Private Capital Management (Colorado)
Colorado
$272K +$104K +738 +47%
WCWM
417
Willow Creek Wealth Management
California
$270K – – –
CCA
418
Conservest Capital Advisors
Pennsylvania
$268K – – –
SPC
419
Sigma Planning Corp
Michigan
$265K +$95K +676 +43%
VR
420
Viridian RIA
Washington
$264K +$983 +7 +0.3%
HPC
421
HM Payson & Co
Maine
$263K – – –
VFA
422
Valeo Financial Advisors
Indiana
$260K +$263K +1,874 +1,194%
SC
423
Savant Capital
Illinois
$259K – – –
GLLW
424
Graves Light Lenhart Wealth
Virginia
$257K – – –
CL
425
CPWM LLC
Washington
$257K +$305K +2,173 New
15 16
17
18 19