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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1076
Golden State Wealth Management
California
$249K – – –
AWM
1077
AAF Wealth Management
Massachusetts
$248K +$312 +1 +0.1%
AWMS
1078
Advocacy Wealth Management Services
Georgia
$248K -$96.5K -309 -28%
SAM
1079
Silvercrest Asset Management
New York
$248K – – –
HIG
1080
Heritage Investment Group
Florida
$248K – – –
OC
1081
Oarsman Capital
Wisconsin
$247K +$11.2K +36 +5%
KFP
1082
Kerr Financial Planning
California
$247K +$124K +397 +100%
IA
1083
IFP Advisors
Florida
$247K +$6.87K +22 +3%
ATC
1084
Argent Trust Co
Tennessee
$246K – – –
KCM
1085
Kanawha Capital Management
Virginia
$246K – – –
MCWS
1086
McKinley Carter Wealth Services
West Virginia
$246K +$625 +2 +0.3%
FT
1087
Fiduciary Trust
Massachusetts
$246K -$625 -2 -0.3%
GAG
1088
Goodman Advisory Group
Massachusetts
$245K -$8.12K -26 -3%
MWP
1089
MYCIO Wealth Partners
Pennsylvania
$245K – – –
CIA
1090
Covington Investment Advisors
Pennsylvania
$244K – – –
AI
1091
Accredited Investors
Minnesota
$244K -$23.7K -76 -9%
TFP
1092
Triune Financial Partners
Kansas
$241K +$1.25K +4 +0.5%
MFF
1093
Michels Family Financial
Texas
$241K -$11.6K -37 -5%
EC
1094
Eaton-Cambridge
Arizona
$241K -$10.3K -33 -4%
SSWM
1095
Smith Salley Wealth Management
North Carolina
$240K – – –
FSA
1096
Fort Sheridan Advisors
Illinois
$240K – – –
MYIA
1097
Mount Yale Investment Advisors
Colorado
$240K +$238K +761 New
DSC
1098
Duncker Streett & Co
Missouri
$240K – – –
SIC
1099
Salem Investment Counselors
North Carolina
$240K – – –
BA
1100
Bellwether Advisors
Nebraska
$238K -$36.5K -117 -13%
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