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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
426
Doyle Wealth Management
Florida
$253K +$1.12K +8 +0.4%
PP
427
Palladium Partners
Virginia
$249K – – –
QAM
428
QCI Asset Management
New York
$249K +$21.1K +150 +8%
HFRG
429
Houlihan Financial Resource Group
Virginia
$248K – – –
SJL
430
Shayne & Jacobs LLC
Tennessee
$245K -$26.7K -190 -8%
IAN
431
Integrated Advisors Network
Texas
$244K +$44K +313 +18%
SWM
432
SeaCrest Wealth Management
New York
$240K +$23.5K +167 +9%
MWM
433
Merriman Wealth Management
Washington
$239K -$3.95M -28,101 -93%
SAG
434
Spotlight Asset Group
Illinois
$239K – – –
SS
435
Simplicity Solutions
Minnesota
$239K +$284K +2,020 New
LFAS
436
Level Four Advisory Services
Texas
$237K -$63.5K -452 -19%
AIA
437
Avalon Investment & Advisory
Texas
$237K +$281K +2,000 New
PWM
438
PBMares Wealth Management
Virginia
$237K +$281K +2,001 New
CMO
439
Covenant Multifamily Offices
Texas
$236K +$280K +1,991 New
SPIO
440
Seven Post Investment Office
California
$230K +$273K +1,945 New
SG
441
StoneX Group
New York
$229K -$6.46K -46 -2%
VWA
442
V Wealth Advisors
Kansas
$228K +$271K +1,927 New
WS
443
Wedbush Securities
California
$227K -$11.9K -85 -4%
VIM
444
Vista Investment Management
Pennsylvania
$225K -$15.5K -110 -5%
NL
445
NVWM LLC
Pennsylvania
$224K -$15K -107 -5%
MMA
446
Miracle Mile Advisors
California
$224K – – –
VWM
447
Venturi Wealth Management
Texas
$222K -$33.7K -240 -11%
SF
448
Synovus Financial
Georgia
$220K +$229K +1,632 +756%
CS
449
Credit Suisse
Switzerland
$218K -$3.79M -26,993 -94%
SC
450
Slow Capital
California
$218K +$8.43K +60 +3%
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