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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
126
Financial Advisory Group
Texas
$6.42M -$4.53M -27,251 -52%
SWP
127
Stratos Wealth Partners
Ohio
$6.39M -$56.3K -339 -0.9%
CA
128
Continuum Advisory
Idaho
$6.32M -$464K -2,795 -7%
BFO
129
Biltmore Family Office
North Carolina
$6.25M -$39.9K -240 -0.7%
KAS
130
Kestra Advisory Services
Texas
$6.2M +$3.23M +19,437 +122%
BJL
131
Brighton Jones LLC
Washington
$6.17M +$413K +2,486 +8%
DY
132
Dowling & Yahnke
California
$6.12M -$393K -2,368 -6%
WT
133
Whittier Trust
California
$6.1M -$32.6K -196 -0.6%
CWM
134
Cranbrook Wealth Management
Michigan
$6.05M -$39.4K -237 -0.7%
IC
135
IEQ Capital
California
$5.95M – – –
TFO
136
Tarbox Family Office
California
$5.95M +$997 +6 +0%
CP
137
Capital Planning
Washington
$5.88M +$5.56M +33,460 New
CAN
138
Cetera Advisor Networks
California
$5.82M -$337K -2,031 -6%
NL
139
NWAM LLC
Washington
$5.8M +$45.5K +274 +0.8%
SWM
140
Soundmark Wealth Management
Washington
$5.72M +$5.41M +32,566 New
CAL
141
Capital Advisors Ltd
Ohio
$5.64M – – –
EA
142
Elm Advisors
California
$5.63M -$143K -860 -3%
LNC
143
Lincoln National Corp
Pennsylvania
$5.27M -$14.5K -87 -0.3%
SFMG
144
Sage Financial Management Group
Virginia
$5.27M +$4.98M +29,984 New
K
145
Kemper
Illinois
$5.25M – – –
GT
146
Glenmede Trust
Pennsylvania
$5.16M – – –
CCA
147
Cobblestone Capital Advisors
New York
$5.13M -$24.9K -150 -0.5%
WTC
148
WhitTier Trust Company
Nevada
$5.13M +$36.7K +221 +0.8%
AF
149
Allworth Financial
California
$5.05M +$15K +90 +0.3%
CFG
150
Citizens Financial Group
Rhode Island
$5.03M -$26.1K -157 -0.5%
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