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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
151
Armbruster Capital Management
New York
$5.03M +$338K +2,035 +8%
PPW
152
Parcion Private Wealth
Washington
$4.89M +$1.32M +7,965 +40%
IFS
153
Ifrah Financial Services
Arkansas
$4.88M -$52.7K -317 -1%
CHJWM
154
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.8M +$9.97K +60 +0.2%
CFB
155
Cullen/Frost Bankers
Texas
$4.73M +$112K +672 +3%
CPFP
156
Clear Perspectives Financial Planning
Ohio
$4.71M +$4.45M +26,809 New
AWM
157
Avior Wealth Management
Nebraska
$4.68M -$267K -1,605 -6%
OGF
158
Orin Green Financial
California
$4.49M +$4.25M +25,562 New
PIMG
159
Patriot Investment Management Group
Tennessee
$4.41M -$31.1K -187 -0.7%
GT
160
Glenview Trust
Kentucky
$4.34M -$678K -4,079 -14%
WIC
161
Whitegate Investment Counselors
New Hampshire
$4.34M – – –
BFA
162
Bragg Financial Advisors
North Carolina
$4.31M -$111K -666 -3%
PFM
163
Phillips Financial Management
Indiana
$4.27M -$22.6K -136 -0.6%
BSW
164
Buckingham Strategic Wealth
Missouri
$4.26M +$251K +1,508 +7%
CCMD
165
Cypress Capital Management (Delaware)
Delaware
$4.22M -$49.8K -300 -1%
TYCC
166
Texas Yale Capital Corp
Florida
$4.21M +$97.2K +585 +3%
KCM
167
Kathmere Capital Management
Pennsylvania
$4.16M +$239K +1,441 +6%
CTC
168
Central Trust Company
Missouri
$4.15M -$345K -2,077 -8%
AF
169
Apexium Financial
Texas
$4.1M +$42.5K +256 +1%
SC
170
Soundwatch Capital
Connecticut
$4.1M +$42.5K +256 +1%
KCM
171
Kendall Capital Management
Maryland
$3.99M – – –
KAH
172
Kathryn A. Hall
$3.88M – – –
NA
173
NewEdge Advisors
Louisiana
$3.88M +$129K +776 +4%
CFIA
174
Cantor Fitzgerald Investment Advisors
New York
$3.88M +$259K +1,557 +8%
SWM
175
Sculati Wealth Management
Michigan
$3.83M +$264K +1,588 +8%
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