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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Continuum Advisory
Idaho
$6.9M -$38.8K -189 -0.5%
NL
152
NWAM LLC
Washington
$6.66M -$40.5K -197 -0.6%
SWM
153
Sculati Wealth Management
Michigan
$6.63M +$319K +1,555 +5%
CAL
154
Capital Advisors Ltd
Ohio
$6.62M – – –
WIC
155
Whitegate Investment Counselors
New Hampshire
$6.41M -$155K -757 -2%
CWM
156
Cranbrook Wealth Management
Michigan
$6.4M -$276K -1,342 -4%
AF
157
Allworth Financial
California
$6.21M -$19.9K -97 -0.3%
LNC
158
Lincoln National Corp
Pennsylvania
$6.17M -$82K -399 -1%
BSW
159
Buckingham Strategic Wealth
Missouri
$6.07M +$712K +3,468 +14%
PG
160
Proffitt & Goodson
Tennessee
$6.05M +$1.28M +6,218 +27%
DY
161
Dowling & Yahnke
California
$6.01M -$2.67K -13 -0%
OGF
162
Orin Green Financial
California
$5.98M +$182K +886 +3%
MCM
163
MAI Capital Management
Ohio
$5.96M +$160K +778 +3%
CPFP
164
Clear Perspectives Financial Planning
Ohio
$5.91M -$464K -2,260 -7%
ACM
165
Armbruster Capital Management
New York
$5.88M – – –
MIAN
166
Mariner Independent Advisor Network
Kansas
$5.83M +$481K +2,340 +9%
PPW
167
Parcion Private Wealth
Washington
$5.81M -$1.7M -8,300 -23%
EVM
168
Eaton Vance Management
Massachusetts
$5.78M +$2.9M +14,129 +104%
CHJWM
169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.78M +$8.22K +40 +0.1%
PMFA
170
Plante Moran Financial Advisors
Michigan
$5.67M +$5.22M +25,422 +1,443%
KAS
171
Kestra Advisory Services
Texas
$5.44M +$1.36M +6,631 +34%
CB
172
Commerce Bank
Missouri
$5.38M -$2.14M -10,411 -29%
SFMG
173
Sage Financial Management Group
Virginia
$5.36M -$205 -1 -0%
CSPAM
174
Cary Street Partners Asset Management
Virginia
$5.33M +$461K +2,242 +10%
TCA
175
Transcend Capital Advisors
New Jersey
$5.32M +$553K +2,691 +12%
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