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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1026
North Capital
Utah
$203K +$213K +788 New
AWM
1027
AAF Wealth Management
Massachusetts
$202K – – –
HIG
1028
Heritage Investment Group
Florida
$202K – – –
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$202K +$1.9K +7 +0.9%
PC
1030
Promus Capital
Illinois
$201K – – –
ATC
1031
Argent Trust Co
Tennessee
$201K – – –
KCM
1032
Kanawha Capital Management
Virginia
$201K +$212K +782 New
MWP
1033
MYCIO Wealth Partners
Pennsylvania
$200K – – –
WTA
1034
Washington Trust Advisors
Massachusetts
$199K – – –
CA
1035
Clearstead Advisors
Ohio
$196K – – –
GWM
1036
Geneos Wealth Management
Colorado
$196K +$20.6K +76 +11%
DSC
1037
Duncker Streett & Co
Missouri
$196K – – –
FWA
1038
Flagship Wealth Advisors
Massachusetts
$193K +$203K +750 New
HWM
1039
Hemington Wealth Management
Virginia
$186K +$11.6K +43 +6%
MA
1040
Montag & Associates
Georgia
$185K – – –
FRA
1041
Front Row Advisors
California
$183K +$1.08K +4 +0.6%
MAM
1042
Marquette Asset Management
Minnesota
$181K -$2.71K -10 -1%
HBW
1043
Hazlett, Burt & Watson
West Virginia
$176K -$118K -434 -39%
PB
1044
Pinnacle Bancorp
Nebraska
$172K +$15.4K +57 +9%
SC
1045
Solstein Capital
California
$171K – – –
GA
1046
GoalVest Advisory
New York
$168K -$8.94K -33 -5%
SIS
1047
Strategic Investment Solutions
Illinois
$158K +$2.17K +8 +1%
AAP
1048
Arax Advisory Partners
Colorado
$157K -$39.3K -145 -19%
BA
1049
Ballast Advisors
Minnesota
$157K – – –
DFA
1050
DHJJ Financial Advisors
Illinois
$154K -$3.25K -12 -2%
40 41
42
43 44