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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
776
Financial Synergies Wealth Advisors
Texas
$150K +$546 +3 +0.4%
GAG
777
Goodman Advisory Group
Massachusetts
$150K – – –
MJRIC
778
Mogy Joel R Investment Counsel
California
$149K +$146K +800 New
DSC
779
Duncker Streett & Co
Missouri
$149K -$3.64K -20 -2%
BWM
780
BerganKDV Wealth Management
Minnesota
$145K -$2.19K -12 -2%
MWP
781
MYCIO Wealth Partners
Pennsylvania
$145K – – –
QCG
782
Quadrant Capital Group
Ohio
$145K – – –
WTA
783
Washington Trust Advisors
Massachusetts
$144K – – –
TSW
784
Thompson Siegel & Walmsley
Virginia
$142K +$16.8K +92 +14%
KFI
785
Key Financial Inc
Pennsylvania
$141K +$74.5K +409 +118%
BAM
786
Baldrige Asset Management
Pennsylvania
$139K – – –
HF
787
Halpern Financial
Virginia
$136K – – –
IA
788
IFP Advisors
Florida
$136K -$81.9K -450 -29%
BHWM
789
Beaird Harris Wealth Management
Texas
$131K +$14.4K +79 +13%
CFGS
790
Concourse Financial Group Securities
Alabama
$130K -$36.1K -198 -22%
BCM
791
Bourgeon Capital Management
Connecticut
$128K – – –
SC
792
Solstein Capital
California
$124K – – –
PA
793
PSI Advisors
Florida
$123K +$546 +3 +0.5%
CTA
794
Colonial Trust Advisors
South Carolina
$121K – – –
PB
795
Pinnacle Bancorp
Nebraska
$118K +$910 +5 +0.8%
GWM
796
Geneos Wealth Management
Colorado
$114K +$182 +1 +0.2%
CA
797
Clearstead Advisors
Ohio
$110K – – –
FRA
798
Front Row Advisors
California
$106K – – –
HGERS
799
Householder Group Estate & Retirement Specialist
Arizona
$106K +$103K +568 New
WFA
800
WestHill Financial Advisors
California
$104K – – –
30 31
32
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