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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
951
Tanager Wealth Management
United Kingdom
$210K +$202K +795 New
VWA
952
Visionary Wealth Advisors
Illinois
$210K +$202K +796 New
BFS
953
Bradley Foster & Sargent
Connecticut
$209K +$201K +792 New
HIG
954
Heritage Investment Group
Florida
$207K +$200K +787 New
CCFM
955
Clear Creek Financial Management
Washington
$206K +$198K +782 New
ATC
956
Argent Trust Co
Tennessee
$206K +$198K +782 New
EW
957
Evoke Wealth
California
$205K +$197K +776 New
W
958
WorthPointe
California
$205K +$197K +778 New
MWP
959
MYCIO Wealth Partners
Pennsylvania
$205K – – –
MCWS
960
McKinley Carter Wealth Services
West Virginia
$204K +$197K +776 New
WTA
961
Washington Trust Advisors
Massachusetts
$204K – – –
UFA
962
US Financial Advisors
Massachusetts
$204K +$196K +773 New
BMMM
963
Boston Mountain Money Management
Arkansas
$204K +$196K +773 New
WRPWM
964
Werba Rubin Papier Wealth Management
California
$204K +$196K +773 New
SAM
965
Silvercrest Asset Management
New York
$202K +$195K +767 New
CA
966
Clearstead Advisors
Ohio
$201K – – –
SSWM
967
Smith Salley Wealth Management
North Carolina
$201K +$193K +762 New
SC
968
Samlyn Capital
New York
$200K -$16K -63 -8%
ASC
969
Atalanta Sosnoff Capital
New York
$200K +$193K +760 New
OC
970
Oarsman Capital
Wisconsin
$197K +$190K +750 New
GA
971
GoalVest Advisory
New York
$191K -$15.7K -62 -8%
HF
972
Halpern Financial
Virginia
$191K – – –
BA
973
Ballast Advisors
Minnesota
$190K -$1.01K -4 -0.6%
MA
974
Montag & Associates
Georgia
$190K +$26.4K +104 +17%
MAM
975
Marquette Asset Management
Minnesota
$189K -$5.07K -20 -3%
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