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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
401
Roundview Capital
New Jersey
$819K +$24.4K +134 +3%
CIA
402
Capital Investment Advisors
Georgia
$816K -$13.6K -75 -1%
SAS
403
SMI Advisory Services
Indiana
$808K +$571K +3,142 +175%
BCP
404
Berkeley Capital Partners
Georgia
$804K +$2.91K +16 +0.3%
PO
405
Private Ocean
California
$802K +$1.45K +8 +0.2%
MAM
406
Mystic Asset Management
Rhode Island
$799K +$377K +2,072 +74%
KL
407
KWMG LLC
Kansas
$792K – – –
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$786K +$27.3K +150 +3%
BOPW
409
Brandywine Oak Private Wealth
Pennsylvania
$783K – – –
VFIC
410
Valley Forge Investment Consultants
Pennsylvania
$778K +$3.64K +20 +0.4%
AFAS
411
Acorn Financial Advisory Services
Virginia
$778K +$865K +4,759 New
CWM
412
Cahaba Wealth Management
Georgia
$777K – – –
WPW
413
Waldron Private Wealth
Pennsylvania
$777K +$25.8K +142 +3%
SCA
414
Snowden Capital Advisors
New York
$773K +$18.5K +102 +2%
WCA
415
Waypoint Capital Advisors
Minnesota
$772K – – –
S
416
Surevest
California
$768K +$14.4K +79 +2%
DWP
417
Destiny Wealth Partners
Florida
$763K – – –
TI
418
Trexquant Investment
Connecticut
$763K +$354K +1,945 +71%
HNWAG
419
High Net Worth Advisory Group
Florida
$760K -$54.5K -300 -6%
CHC
420
City Holding Co
West Virginia
$749K -$116K -639 -12%
GRP
421
Global Retirement Partners
California
$749K -$103K -566 -12%
LDB
422
Lee, Danner & Bass
Tennessee
$742K -$45.5K -250 -5%
PWA
423
Physician Wealth Advisors
Utah
$740K +$182 +1 +0%
RDWM
424
Red Door Wealth Management
Tennessee
$736K -$4K -22 -0.5%
FWP
425
FAS Wealth Partners
Kansas
$730K +$98.7K +543 +14%
15 16
17
18 19