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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
401
Personal CFO Solutions
New Jersey
$564K -$195K -1,175 -27%
PA
402
PFG Advisors
Arizona
$564K -$15.6K -94 -3%
CFG
403
Cooper Financial Group
California
$564K +$533K +3,209 New
PFA
404
Pure Financial Advisors
California
$563K -$27.1K -163 -5%
EW
405
Evoke Wealth
California
$562K – – –
FNT
406
First National Trust
Pennsylvania
$553K -$78.6K -473 -13%
FNB
407
Farmers National Bank
Kentucky
$547K +$517K +3,110 New
GLA
408
Good Life Advisors
Pennsylvania
$534K +$39K +235 +8%
PWA
409
Peterson Wealth Advisors
Utah
$531K – – –
FPS
410
Fieldpoint Private Securities
Connecticut
$527K – – –
TIM
411
Tortoise Investment Management
New York
$524K +$27.1K +163 +6%
VFIC
412
Valley Forge Investment Consultants
Pennsylvania
$523K +$494K +2,975 New
BFM
413
Boston Financial Management
Massachusetts
$510K – – –
CWC
414
Carolinas Wealth Consulting
North Carolina
$506K – – –
DSC
415
Duncker Streett & Co
Missouri
$499K -$22.9K -138 -5%
SGK
416
Steigerwald Gordon & Koch
Virginia
$496K +$3.65K +22 +0.8%
PBF
417
Petix & Botte Financial
California
$492K -$125K -753 -21%
FFN
418
Focus Financial Network
Minnesota
$490K -$341K -2,052 -42%
BWM
419
Birchcreek Wealth Management
Ohio
$485K +$459K +2,764 New
MWA
420
Meridian Wealth Advisors
Texas
$483K – – –
SC
421
Slow Capital
California
$483K +$20.6K +124 +5%
JG
422
Jefferies Group
New York
$476K +$3.49K +21 +0.8%
BIM
423
Baldwin Investment Management
Pennsylvania
$476K +$450K +2,707 New
S
424
SignatureFD
Georgia
$475K +$2.16K +13 +0.5%
CFGS
425
Concourse Financial Group Securities
Alabama
$474K -$8.64K -52 -2%
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