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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
151
Capital Advisors Ltd
Ohio
$7.02M – – –
WIC
152
Whitegate Investment Counselors
New Hampshire
$6.96M +$1.46M +6,793 +27%
EA
153
Elm Advisors
California
$6.95M +$3.22K +15 +0%
HGWM
154
Harvest Group Wealth Management
Massachusetts
$6.94M -$1.07K -5 -0%
TFO
155
Tarbox Family Office
California
$6.88M -$472K -2,202 -7%
CPFP
156
Clear Perspectives Financial Planning
Ohio
$6.77M +$218K +1,017 +3%
CFB
157
Cullen/Frost Bankers
Texas
$6.72M +$414K +1,931 +7%
SWM
158
Sculati Wealth Management
Michigan
$6.68M +$775K +3,613 +14%
LNC
159
Lincoln National Corp
Pennsylvania
$6.63M +$17.6K +82 +0.3%
AF
160
Allworth Financial
California
$6.61M +$155K +724 +2%
DY
161
Dowling & Yahnke
California
$6.37M -$42.2K -197 -0.7%
NA
162
NewEdge Advisors
Louisiana
$6.37M +$1.59M +7,427 +35%
ACM
163
Armbruster Capital Management
New York
$6.23M -$89K -415 -1%
MCM
164
MAI Capital Management
Ohio
$6.15M +$4.07M +18,997 +215%
ARC
165
Advisor Resource Council
Texas
$6.04M +$5.86M +27,344 New
CTC
166
Central Trust Company
Missouri
$5.96M +$19.1K +89 +0.3%
OGF
167
Orin Green Financial
California
$5.78M -$264K -1,229 -4%
MIAN
168
Mariner Independent Advisor Network
Kansas
$5.69M +$2.8M +13,074 +104%
SFMG
169
Sage Financial Management Group
Virginia
$5.68M +$5.52M +25,720 New
BSW
170
Buckingham Strategic Wealth
Missouri
$5.67M +$403K +1,877 +8%
CHJWM
171
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.62M +$203K +945 +3%
PIMG
172
Patriot Investment Management Group
Tennessee
$5.6M -$181K -844 -3%
MWM
173
Modera Wealth Management
New Jersey
$5.58M +$3.45M +16,098 +176%
GT
174
Glenmede Trust
Pennsylvania
$5.56M – – –
IFS
175
Ifrah Financial Services
Arkansas
$5.56M -$44.8K -209 -0.8%
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