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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1076
Duncker Streett & Co
Missouri
$237K +$10.3K +33 +4%
IA
1077
IFP Advisors
Florida
$237K +$2.5K +8 +1%
JSA
1078
Jim Saulnier & Associates
Colorado
$236K +$247K +790 New
APFP
1079
Action Point Financial Planning
Michigan
$236K +$247K +790 New
AWM
1080
AAF Wealth Management
Massachusetts
$236K – – –
AWMS
1081
Advocacy Wealth Management Services
Georgia
$236K – – –
SAM
1082
Silvercrest Asset Management
New York
$236K – – –
OC
1083
Oarsman Capital
Wisconsin
$235K +$626 +2 +0.3%
CCM
1084
Canal Capital Management
Virginia
$235K -$82.9K -265 -25%
HIG
1085
Heritage Investment Group
Florida
$235K – – –
ACP
1086
Aviance Capital Partners
Florida
$235K -$8.76K -28 -3%
VWA
1087
Visionary Wealth Advisors
Illinois
$234K -$14.4K -46 -6%
AT
1088
Arlington Trust
Alabama
$234K -$36.6K -117 -13%
ATC
1089
Argent Trust Co
Tennessee
$234K – – –
MCWS
1090
McKinley Carter Wealth Services
West Virginia
$234K – – –
MSG
1091
Main Street Group
Virginia
$233K -$41.9K -134 -15%
MWP
1092
MYCIO Wealth Partners
Pennsylvania
$232K – – –
GAG
1093
Goodman Advisory Group
Massachusetts
$232K – – –
CIA
1094
Covington Investment Advisors
Pennsylvania
$232K – – –
KA
1095
Klingman & Associates
New York
$232K +$6.88K +22 +3%
WFPG
1096
Waller Financial Planning Group
Ohio
$230K -$35.4K -113 -13%
MFF
1097
Michels Family Financial
Texas
$229K +$626 +2 +0.3%
DWA
1098
Davis Wealth Advisors
New Hampshire
$229K -$43.5K -139 -15%
FSA
1099
Fort Sheridan Advisors
Illinois
$228K – – –
SIC
1100
Salem Investment Counselors
North Carolina
$227K – – –
42 43
44
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