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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
426
GFS Advisors
Texas
$862K – – –
ACM
427
Advisors Capital Management
New Jersey
$857K +$27.4K +128 +3%
FWCM
428
Ferguson Wellman Capital Management
Oregon
$827K +$5.36K +25 +0.7%
AFS
429
Annapolis Financial Services
Maryland
$820K -$85.6K -399 -10%
DAS
430
Dynamic Advisor Solutions
Arizona
$817K -$9.87K -46 -1%
SHGA
431
Sand Hill Global Advisors
California
$816K – – –
LWM
432
Liberty Wealth Management
California
$814K -$788K -3,676 Closed
APSP
433
Asset Planning Services (Pennsylvania)
Pennsylvania
$813K +$2.79K +13 +0.4%
KWM
434
Kingsview Wealth Management
Oregon
$813K +$32.4K +151 +4%
GWS
435
Glassman Wealth Services
Virginia
$810K – – –
EFS
436
Essex Financial Services
Connecticut
$809K +$24K +112 +3%
FIG
437
FundX Investment Group
California
$807K +$783K +3,650 New
ML
438
Mayport LLC
Massachusetts
$807K +$783K +3,650 New
CIC
439
Carnegie Investment Counsel
Ohio
$805K +$429 +2 +0.1%
UBV
440
United Bank (Virginia)
Virginia
$804K – – –
MFG
441
Merit Financial Group
Georgia
$802K -$39.2K -183 -5%
CPIG
442
Chicago Partners Investment Group
Illinois
$800K +$2.79K +13 +0.3%
SWM
443
SeaCrest Wealth Management
New York
$799K +$178K +831 +30%
CAM
444
Cozad Asset Management
Illinois
$796K – – –
EA
445
Eudaimonia Advisors
Tennessee
$796K +$772K +3,600 New
NOI
446
Newton One Investments
Delaware
$795K +$2.57K +12 +0.3%
ICP
447
Interchange Capital Partners
Pennsylvania
$795K +$772K +3,598 New
IC
448
Inverness Counsel
New York
$791K – – –
CL
449
CPWM LLC
Washington
$790K +$843K +3,932 New
RWP
450
RWA Wealth Partners
Massachusetts
$789K – – –
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