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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Greenhouse Wealth Management
Connecticut
$77K +$72.4K +436 New
TWA
627
TCI Wealth Advisors
Arizona
$76K – – –
WFA
628
WestHill Financial Advisors
California
$74K +$69.6K +419 New
RFA
629
Reilly Financial Advisors
California
$70K – – –
CFO
630
Colony Family Offices
North Carolina
$70K +$65.8K +396 New
CG
631
Cutler Group
California
$70K +$66.5K +400 New
AIP
632
Ameritas Investment Partners
Nebraska
$67K – – –
JPLA
633
Joseph P. Lucia & Associates
New York
$67K +$63.8K +384 New
SIAP
634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K +$60.5K +364 New
PMFA
635
Plante Moran Financial Advisors
Michigan
$62K – – –
AA
636
Ancora Advisors
Ohio
$61K – – –
SFSIG
637
San Francisco Sentry Investment Group
California
$58K – – –
BFEC
638
Benjamin F. Edwards & Company
Missouri
$57K +$54.2K +326 New
RWB
639
RMR Wealth Builders
New Jersey
$54K +$51.3K +309 New
IRAG
640
Investment Research & Advisory Group
Georgia
$53K +$49.8K +300 New
KC
641
Kinloch Capital
Virginia
$47K +$44.4K +267 New
BCA
642
Bray Capital Advisors
Florida
$46K – – –
FHA
643
First Horizon Advisors
Tennessee
$45K – – –
BWM
644
Baystate Wealth Management
Massachusetts
$45K +$166 +1 +0.4%
JGIA
645
Jackson Grant Investment Advisers
Connecticut
$44K – – –
APWA
646
Atlas Private Wealth Advisors
New Jersey
$42K – – –
WFA
647
West Financial Advisors
Iowa
$40K +$37.4K +225 New
BWM
648
BerganKDV Wealth Management
Minnesota
$39K -$13.3K -80 -27%
BFC
649
Bedel Financial Consulting
Indiana
$38K – – –
TPCW
650
TD Private Client Wealth
New York
$37.8K -$1.5K -9 -4%
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