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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
126
CacheTech Inc
Utah
$15.1M +$14.6M +60,688 New
FF
127
Farrell Financial
New York
$15.1M +$1.44M +6,007 +11%
MLA
128
MB, Levis & Associates
Pennsylvania
$15M -$18.3K -76 -0.1%
NW
129
NewEdge Wealth
Pennsylvania
$14.6M +$234K +975 +2%
BFO
130
Biltmore Family Office
North Carolina
$14.3M +$363K +1,513 +3%
AA
131
Atmos Advisory
Pennsylvania
$14.3M +$439K +1,829 +3%
IWM
132
Integris Wealth Management
California
$14.2M -$91.8K -382 -0.7%
EWM
133
Empirical Wealth Management
Washington
$13.6M -$790K -3,287 -6%
AG
134
Advocate Group
Minnesota
$13.3M +$627K +2,610 +5%
HWM
135
Horizons Wealth Management
North Carolina
$13.1M -$4.8M -19,991 -28%
WAG
136
Wheelhouse Advisory Group
Missouri
$13M +$346K +1,440 +3%
CCG
137
Chatham Capital Group
Georgia
$13M +$120K +500 +1%
AA
138
Alesco Advisors
New York
$12.8M -$21.6K -90 -0.2%
DWM
139
Destination Wealth Management
California
$12.7M -$376K -1,566 -3%
BHB
140
Bank Hapoalim BM
Israel
$12.7M +$12.2M +50,800 New
DADC
141
D.A. Davidson & Co
Montana
$12.7M -$84.1K -350 -0.7%
TFO
142
Tarbox Family Office
California
$12.6M -$105K -438 -0.9%
TIM
143
Total Investment Management
Arizona
$12.3M +$52.6K +219 +0.4%
MECA
144
Miller Equity Capital Advisors
Texas
$12.2M -$68.5K -285 -0.6%
ETC
145
Exchange Traded Concepts
Oklahoma
$12.1M +$11.7M +48,570 New
TNBTD
146
Trustmark National Bank Trust Department
Mississippi
$12.1M +$857K +3,569 +8%
CWM
147
Congress Wealth Management
Massachusetts
$12.1M +$961 +4 +0%
HL
148
HeadInvest LLC
Maine
$12M +$6.49K +27 +0.1%
CAL
149
Capital Advisors Ltd
Ohio
$11.9M +$75.9K +316 +0.7%
SHFA
150
SC&H Financial Advisors
Maryland
$11.7M -$82.4K -343 -0.7%
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