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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
1076
Indie Asset Partners
Indiana
$283K – – –
EWA
1077
EverSource Wealth Advisors
Alabama
$283K +$85.7K +257 +45%
SDWMA
1078
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K – – –
CB
1079
CNB Bank
Pennsylvania
$282K – – –
GWM
1080
Geneos Wealth Management
Colorado
$281K +$38.4K +115 +16%
SGI
1081
Summit Global Investments
Utah
$281K -$27.4K -82 -9%
MPI
1082
Mairs & Power Inc
Minnesota
$281K – – –
SAM
1083
Smartleaf Asset Management
Massachusetts
$280K – – –
SF
1084
Schaeffer Financial
Maryland
$280K – – –
AA
1085
Armis Advisers
Georgia
$279K +$29.7K +89 +12%
FCG
1086
Fielder Capital Group
Tennessee
$279K – – –
GWMR
1087
GC Wealth Management RIA
Massachusetts
$279K – – –
IA
1088
IFP Advisors
Florida
$277K +$4.67K +14 +2%
HR
1089
Howe & Rusling
New York
$277K +$17K +51 +7%
HFS
1090
Hopwood Financial Services
Virginia
$277K -$50K -150 -16%
VP
1091
Verum Partners
North Carolina
$277K – – –
MA
1092
MBA Advisors
Pennsylvania
$277K – – –
ASCM
1093
Adkins Seale Capital Management
Louisiana
$275K – – –
TWM
1094
Tanager Wealth Management
United Kingdom
$273K – – –
DSC
1095
Duncker Streett & Co
Missouri
$273K – – –
UBV
1096
United Bank (Virginia)
Virginia
$273K – – –
PCG
1097
Prosperity Consulting Group
Maryland
$272K -$1.52M -4,550 -85%
AWM
1098
AAF Wealth Management
Massachusetts
$271K – – –
CCM
1099
Canal Capital Management
Virginia
$271K +$667 +2 +0.3%
SAM
1100
Silvercrest Asset Management
New York
$271K – – –
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