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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
426
TFC Financial Management
Massachusetts
$662K – – –
PFA
427
Pure Financial Advisors
California
$660K +$5.79K +28 +0.9%
PO
428
Private Ocean
California
$658K -$11.4K -55 -2%
CM
429
Cornerstone Management
Georgia
$657K -$23.4K -113 -3%
SF
430
Summit Financial
New Jersey
$654K +$673K +3,255 New
BWP
431
BSW Wealth Partners
Colorado
$653K – – –
PCS
432
Personal CFO Solutions
New Jersey
$645K – – –
DIP
433
DT Investment Partners
Pennsylvania
$632K -$21.5K -104 -3%
SC
434
Slow Capital
California
$620K -$54.8K -265 -8%
PWA
435
Peterson Wealth Advisors
Utah
$615K -$2.89K -14 -0.5%
PWM
436
PBMares Wealth Management
Virginia
$608K +$1.24K +6 +0.2%
AC
437
AWM Capital
Arizona
$607K +$571K +2,764 New
PWM
438
Perigon Wealth Management
California
$603K – – –
ACM
439
Allred Capital Management
Texas
$601K -$3.93K -19 -0.6%
RA
440
RFG Advisory
Alabama
$600K -$13.8K -67 -2%
TFCP
441
Twin Focus Capital Partners
Massachusetts
$595K – – –
SIM
442
Stratos Investment Management
Ohio
$591K +$607K +2,939 New
CA
443
Cetera Advisors
Colorado
$585K +$169K +819 +39%
FLPIM
444
F.L. Putnam Investment Management
Massachusetts
$584K +$120K +580 +25%
SWA
445
Sax Wealth Advisors
New Jersey
$579K +$240K +1,163 +68%
BF
446
BOK Financial
Oklahoma
$578K +$595K +2,878 New
SGK
447
Steigerwald Gordon & Koch
Virginia
$573K +$1.86K +9 +0.3%
MCM
448
Maryland Capital Management
Maryland
$567K -$45.5K -220 -7%
CMBA
449
C.M. Bidwell & Associates
Hawaii
$567K +$125K +606 +27%
FCFC
450
First Commonwealth Financial Corp
Pennsylvania
$561K – – –
16 17
18
19 20