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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Avior Wealth Management
Nebraska
$3.94M +$245K +1,814 +7%
ACM
152
Armbruster Capital Management
New York
$3.8M – – –
WIC
153
Whitegate Investment Counselors
New Hampshire
$3.68M – – –
BFA
154
Bragg Financial Advisors
North Carolina
$3.67M -$33.5K -248 -1%
CTC
155
Central Trust Company
Missouri
$3.65M -$6.08K -45 -0.2%
RBC
156
Roble Belko & Company
Pennsylvania
$3.65M -$629K -4,654 -15%
PIMG
157
Patriot Investment Management Group
Tennessee
$3.61M -$165K -1,223 -5%
CCMD
158
Cypress Capital Management (Delaware)
Delaware
$3.54M -$3.38K -25 -0.1%
TYCC
159
Texas Yale Capital Corp
Florida
$3.52M -$7.3K -54 -0.2%
PFM
160
Phillips Financial Management
Indiana
$3.47M +$169K +1,249 +5%
KWM
161
Kingsview Wealth Management
Oregon
$3.45M +$2.62M +19,383 +410%
IA
162
IFG Advisory
Georgia
$3.44M -$2.16K -16 -0.1%
NEWAS
163
N.E.W. Advisory Services
Wisconsin
$3.31M +$3.13M +23,170 New
AF
164
Apexium Financial
Texas
$3.3M +$1.31M +9,679 +72%
AC
165
Alexandria Capital
Virginia
$3.29M -$116K -856 -4%
KCM
166
Kendall Capital Management
Maryland
$3.25M -$7.3K -54 -0.2%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$3.22M +$1.25M +9,213 +69%
KAH
168
Kathryn A. Hall
$3.16M – – –
GB
169
Gunma Bank
Japan
$3.15M +$2.97M +22,000 New
BSW
170
Buckingham Strategic Wealth
Missouri
$3.12M +$109K +808 +4%
KCM
171
Kathmere Capital Management
Pennsylvania
$3.09M +$2.92M +21,583 New
HCIA
172
Hochman Cole Investment Advisors
Illinois
$3.07M -$52.2K -386 -2%
EWM
173
Evercore Wealth Management
New York
$3.04M – – –
NA
174
NewEdge Advisors
Louisiana
$3.02M -$71.3K -527 -2%
CWS
175
Cypress Wealth Services
California
$3M – – –
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