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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
476
Financial Architects (New Jersey)
New Jersey
$13K – – –
RIA
477
Realta Investment Advisors
Delaware
$13K – – –
KCPG
478
Kavar Capital Partners Group
Kansas
$13K +$12.6K +95 New
WEC
479
Winslow Evans & Crocker
Massachusetts
$12K – – –
AWM
480
AllSquare Wealth Management
New York
$8K – – –
LFG
481
LifePlan Financial Group
Ohio
$8K – – –
SIS
482
Sound Income Strategies
Florida
$8K – – –
VFA
483
Valeo Financial Advisors
Indiana
$8K – – –
DOA
484
D'Orazio & Associates
Virginia
$7K – – –
FCB
485
First Command Bank
Texas
$7K – – –
FCFS
486
First Command Financial Services
Texas
$7K – – –
HDIM
487
Hanson & Doremus Investment Management
Vermont
$6K +$5.69K +43 New
HCM
488
HMS Capital Management
Tennessee
$6K +$6.35K +48 New
BFEC
489
Benjamin F. Edwards & Company
Missouri
$5K +$4.5K +34 New
LPWM
490
Lake Point Wealth Management
Texas
$3K – – –
TPWA
491
TRUE Private Wealth Advisors
Oregon
$2K +$2.12K +16 New
CS
492
Credit Suisse
Switzerland
– -$4.83M -37,192 Closed
FC
493
Forte Capital
New York
– -$1.4M -10,776 Closed
SEIA
494
Signature Estate & Investment Advisors
California
– -$617K -4,750 Closed
MHS
495
M Holdings Securities
Oregon
– -$467K -3,600 Closed
CCMG
496
Clark Capital Management Group
Pennsylvania
– -$292K -2,250 Closed
EFS
497
Essex Financial Services
Connecticut
– -$274K -2,108 Closed
BAC
498
Boys Arnold & Co
North Carolina
– -$249K -1,920 Closed
WB
499
WesBanco Bank
West Virginia
– -$241K -1,860 Closed
HWA
500
Hillcrest Wealth Advisors
New Jersey
– -$227K -1,750 Closed
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