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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
501
Forte Capital
New York
$201K +$190K +1,407 New
FG
502
Fiduciary Group
Georgia
$201K +$191K +1,409 New
SSWG
503
Seven Springs Wealth Group
Tennessee
$200K – – –
HWA
504
Hillcrest Wealth Advisors
New Jersey
$200K +$189K +1,400 New
SA
505
Sicart Associates
New York
$200K +$189K +1,400 New
CF
506
Centaurus Financial
California
$186K -$4.06K -30 -2%
AF
507
Advisornet Financial
Minnesota
$185K -$149K -1,101 -46%
SC
508
Stralem & Co
New York
$157K +$39.3K +291 +36%
GRP
509
Global Retirement Partners
California
$155K -$55.8K -413 -28%
VFA
510
Valeo Financial Advisors
Indiana
$153K +$2.9M +21,474 +1,057%
OFG
511
Oxford Financial Group
Indiana
$150K – – –
RCA
512
Rowland Carmichael Advisors
Arizona
$148K +$4.6K +34 +3%
RE
513
RBC Europe
United Kingdom
$148K – – –
TPWA
514
TRUE Private Wealth Advisors
Oregon
$147K – – –
ADL
515
Asset Dedication LLC
California
$141K +$34.3K +254 +35%
HWA
516
HHM Wealth Advisors
Tennessee
$133K – – –
SIC
517
Salem Investment Counselors
North Carolina
$132K – – –
TWA
518
TCI Wealth Advisors
Arizona
$125K +$38.7K +286 +49%
CA
519
Clearstead Advisors
Ohio
$118K -$47.3K -350 -30%
CWM
520
Campbell Wealth Management
Virginia
$113K +$106K +787 New
PWP
521
Principle Wealth Partners
Connecticut
$112K +$106K +786 New
EWM
522
Edge Wealth Management
New York
$111K +$22.3K +165 +27%
MWP
523
MYCIO Wealth Partners
Pennsylvania
$111K +$105K +777 New
SPIA
524
Steward Partners Investment Advisory
New York
$110K -$19.7K -146 -16%
HF
525
Halpern Financial
Virginia
$104K – – –
19 20
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