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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
476
Sheaff Brock Investment Advisors
Indiana
$813K +$20.4K +100 +2%
PFG
477
Pacific Financial Group
Washington
$807K – – –
CIA
478
Capital Investment Advisors
Georgia
$806K -$175K -857 -17%
SF
479
Summit Financial
New Jersey
$802K -$216K -1,062 -21%
LNWTC
480
Laird Norton Wetherby Trust Company
Washington
$802K +$835K +4,098 New
RW
481
REDW Wealth
New Mexico
$802K -$39.5K -194 -5%
AFS
482
Annapolis Financial Services
Maryland
$795K – – –
GF
483
Gries Financial
Ohio
$794K – – –
DJYG
484
David J. Yvars Group
Florida
$788K -$15.9K -78 -2%
SL
485
Salomon & Ludwin
Virginia
$780K – – –
CPIG
486
Chicago Partners Investment Group
Illinois
$779K +$2.65K +13 +0.3%
FWP
487
FAS Wealth Partners
Kansas
$771K – – –
AMM
488
American Money Management
California
$769K +$1.22K +6 +0.2%
GA
489
GFS Advisors
Texas
$763K – – –
APG
490
Abacus Planning Group
South Carolina
$760K -$34.4K -169 -4%
PWM
491
Perigon Wealth Management
California
$752K -$44.8K -220 -5%
CWM
492
Cahaba Wealth Management
Georgia
$752K – – –
AF
493
Advisornet Financial
Minnesota
$749K +$590K +2,897 +312%
SC
494
Slow Capital
California
$744K -$47.7K -234 -6%
VHAM
495
Van Hulzen Asset Management
California
$744K +$24.8K +122 +3%
BIA
496
Bell Investment Advisors
California
$741K +$611 +3 +0.1%
CIA
497
Choate Investment Advisors
Massachusetts
$740K – – –
CWAF
498
Core Wealth Advisors (Florida)
Florida
$740K – – –
CIA
499
Compass Ion Advisors
Pennsylvania
$735K +$765K +3,757 New
GC
500
Grimes & Company
Massachusetts
$734K +$764K +3,752 New
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