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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Maryland Capital Management
Maryland
$602K -$21.9K -102 -4%
BF
502
BOK Financial
Oklahoma
$601K -$34.1K -159 -6%
MWM
503
Mission Wealth Management
California
$601K +$77.2K +360 +15%
MAM
504
Mystic Asset Management
Rhode Island
$598K +$580K +2,706 New
SPIA
505
Steward Partners Investment Advisory
New York
$593K +$127K +590 +28%
BIM
506
Baldwin Investment Management
Pennsylvania
$592K -$5.79K -27 -1%
ZF
507
Zhang Financial
Michigan
$591K – – –
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$588K +$32.2K +150 +6%
TFCP
509
Twin Focus Capital Partners
Massachusetts
$586K -$66.5K -310 -10%
FC
510
Forte Capital
New York
$582K +$643 +3 +0.1%
LL
511
LPWM LLC
Minnesota
$570K – – –
IC
512
Intersect Capital
California
$569K – – –
EPWM
513
Essex Private Wealth Management
Massachusetts
$564K – – –
SC
514
Savant Capital
Illinois
$564K – – –
GIA
515
Gladstone Institutional Advisory
Florida
$564K +$4.5K +21 +0.8%
KM
516
Kalos Management
Georgia
$557K +$35.6K +166 +7%
MWP
517
Madison Wealth Partners
Wisconsin
$556K – – –
AHC
518
Anderson Hoagland & Co
Missouri
$550K -$14.8K -69 -2%
CSB
519
City State Bank
Iowa
$549K +$532K +2,483 New
PCIA
520
Prime Capital Investment Advisors
Kansas
$548K +$532K +2,480 New
PWW
521
Pettyjohn Wood & White
Virginia
$541K -$9.87K -46 -2%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$539K -$5.36K -25 -1%
BC
523
Bartlett & Co
Ohio
$539K -$5.36K -25 -1%
ECM
524
Evergreen Capital Management
Washington
$537K +$214 +1 +0%
FNT
525
First National Trust
Pennsylvania
$536K -$2.14K -10 -0.4%
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