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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
HTWM
401
Hartmann Taylor Wealth Management
Texas
$2.39M -$1.7M -6,435 -43%
HWM
402
Howard Wealth Management
Connecticut
$2.38M +$31.1K +118 +1%
FPAS
403
Focus Partners Advisor Solutions
Missouri
$2.37M +$480K +1,823 +28%
NB
404
Nicolet Bankshares
Wisconsin
$2.32M -$106K -402 -5%
SSW
405
Stone Summit Wealth
Florida
$2.31M -$24.5K -93 -1%
MSWMA
406
Market Street Wealth Management Advisors
Indiana
$2.3M -$5.27K -20 -0.2%
BRIA
407
Balanced Rock Investment Advisors
Massachusetts
$2.29M +$471K +1,786 +29%
IFG
408
Independent Financial Group
California
$2.27M -$32.4K -123 -2%
SHGA
409
Sand Hill Global Advisors
California
$2.26M – – –
NS
410
NBC Securities
Alabama
$2.21M – – –
WA
411
Waverly Advisors
Alabama
$2.19M +$1.31M +4,954 +182%
BTW
412
Boston Trust Walden
Massachusetts
$2.18M – – –
MCM
413
McDonough Capital Management
Florida
$2.18M +$9.12M +34,630 +1,432%
SPIA
414
Steward Partners Investment Advisory
New York
$2.13M -$92.2K -350 -4%
WA
415
WBH Advisory
Maryland
$2.12M +$1.54M +5,850 +369%
DC
416
Davenport & Co
Virginia
$2.11M +$31.1K +118 +2%
OFG
417
Oxford Financial Group
Indiana
$2.1M – – –
TPCW
418
TD Private Client Wealth
New York
$2.07M +$63.2K +240 +3%
SFC
419
Strategic Financial Concepts
Texas
$2.07M -$517K -1,961 -21%
SWM
420
SeaCrest Wealth Management
New York
$2.06M +$351K +1,331 +23%
EIG
421
Ellenbecker Investment Group
Wisconsin
$2.03M -$28.5K -108 -1%
SAM
422
Sequent Asset Management
Texas
$2.03M – – –
KCM
423
KM Capital Management
Texas
$2.03M +$803K +3,049 +75%
AF
424
Advisornet Financial
Minnesota
$2.01M +$32.1K +122 +2%
HP
425
Holistic Planning
Texas
$1.99M +$60.9K +231 +3%
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