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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
451
Delta Financial Advisors
Louisiana
$400K +$997 +6 +0.3%
GCP
452
GSA Capital Partners
United Kingdom
$399K +$377K +2,269 New
CCA
453
Conservest Capital Advisors
Pennsylvania
$397K – – –
WCWM
454
Willow Creek Wealth Management
California
$395K -$5.15K -31 -1%
VNA
455
Valley National Advisers
Pennsylvania
$393K +$2.82K +17 +0.8%
DAS
456
Dynamic Advisor Solutions
Arizona
$392K +$120K +724 +48%
HPC
457
HM Payson & Co
Maine
$391K – – –
SC
458
Savant Capital
Illinois
$385K – – –
HWM
459
HighMark Wealth Management
Minnesota
$384K -$20.1K -121 -5%
SC
460
Schoolcraft Capital
Colorado
$380K -$9.8K -59 -3%
BBHC
461
Brown Brothers Harriman & Co
New York
$380K – – –
GLLW
462
Graves Light Lenhart Wealth
Virginia
$378K -$1.16K -7 -0.3%
CA
463
Cetera Advisors
Colorado
$374K -$1.5K -9 -0.4%
MWM
464
Merriman Wealth Management
Washington
$374K +$7.97K +48 +2%
PMG
465
Private Management Group
California
$372K +$352K +2,117 New
PP
466
Palladium Partners
Virginia
$370K -$14.1K -85 -4%
QAM
467
QCI Asset Management
New York
$369K – – –
BCI
468
Brinker Capital Investments
Pennsylvania
$368K -$74.1K -446 -18%
DWM
469
Doyle Wealth Management
Florida
$366K -$11.5K -69 -3%
SJL
470
Shayne & Jacobs LLC
Tennessee
$364K – – –
VR
471
Viridian RIA
Washington
$363K +$831 +5 +0.2%
MWP
472
Madison Wealth Partners
Wisconsin
$362K +$343K +2,065 New
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$358K +$34.7K +209 +11%
SWM
474
SeaCrest Wealth Management
New York
$357K – – –
CWM
475
Cornerstone Wealth Management
Missouri
$357K +$338K +2,033 New
17 18
19
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