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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
951
Lazari Capital Management
California
$211K +$203K +802 New
TWM
952
Tanager Wealth Management
United Kingdom
$210K +$202K +795 New
VWA
953
Visionary Wealth Advisors
Illinois
$210K +$202K +796 New
BFS
954
Bradley Foster & Sargent
Connecticut
$209K +$201K +792 New
HIG
955
Heritage Investment Group
Florida
$207K +$200K +787 New
CCFM
956
Clear Creek Financial Management
Washington
$206K +$198K +782 New
ATC
957
Argent Trust Co
Tennessee
$206K +$198K +782 New
EW
958
Evoke Wealth
California
$205K +$197K +776 New
W
959
WorthPointe
California
$205K +$197K +778 New
MWP
960
MYCIO Wealth Partners
Pennsylvania
$205K – – –
MCWS
961
McKinley Carter Wealth Services
West Virginia
$204K +$197K +776 New
WTA
962
Washington Trust Advisors
Massachusetts
$204K – – –
UFA
963
US Financial Advisors
Massachusetts
$204K +$196K +773 New
BMMM
964
Boston Mountain Money Management
Arkansas
$204K +$196K +773 New
WRPWM
965
Werba Rubin Papier Wealth Management
California
$204K +$196K +773 New
SAM
966
Silvercrest Asset Management
New York
$202K +$195K +767 New
CA
967
Clearstead Advisors
Ohio
$201K – – –
SSWM
968
Smith Salley Wealth Management
North Carolina
$201K +$193K +762 New
SC
969
Samlyn Capital
New York
$200K -$16K -63 -8%
ASC
970
Atalanta Sosnoff Capital
New York
$200K +$193K +760 New
OC
971
Oarsman Capital
Wisconsin
$197K +$190K +750 New
GA
972
GoalVest Advisory
New York
$191K -$15.7K -62 -8%
HF
973
Halpern Financial
Virginia
$191K – – –
BA
974
Ballast Advisors
Minnesota
$190K -$1.01K -4 -0.6%
MA
975
Montag & Associates
Georgia
$190K +$26.4K +104 +17%
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