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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
V
151
Veritable
Delaware
$6.03M – – –
SWP
152
Stratos Wealth Partners
Ohio
$6M -$1.65M -9,059 -20%
CA
153
Continuum Advisory
Idaho
$5.92M -$33.3K -183 -0.5%
PP
154
Prudential plc
United Kingdom
$5.69M +$805K +4,430 +15%
CB
155
Commerce Bank
Missouri
$5.69M +$1.64M +9,012 +35%
SWM
156
Sculati Wealth Management
Michigan
$5.67M +$273K +1,500 +5%
BJL
157
Brighton Jones LLC
Washington
$5.55M -$48.7K -268 -0.8%
CFG
158
Citizens Financial Group
Rhode Island
$5.55M +$16K +88 +0.3%
PWM
159
PRW Wealth Management
Massachusetts
$5.51M -$278K -1,528 -4%
TCA
160
Transcend Capital Advisors
New Jersey
$5.33M -$236K -1,299 -4%
NL
161
NWAM LLC
Washington
$5.23M -$2K -11 -0%
IRC
162
Investors Research Corp
Georgia
$5.16M +$649K +3,570 +13%
WIC
163
Whitegate Investment Counselors
New Hampshire
$5.03M – – –
CPIG
164
Chicago Partners Investment Group
Illinois
$5M +$4.52M +24,889 +627%
AF
165
Allworth Financial
California
$4.99M -$47.6K -262 -0.9%
MCM
166
MAI Capital Management
Ohio
$4.96M +$426K +2,343 +8%
AF
167
Apexium Financial
Texas
$4.94M +$916K +5,039 +20%
TDWM
168
Topel & Distasi Wealth Management
California
$4.9M +$32K +176 +0.7%
DY
169
Dowling & Yahnke
California
$4.86M +$210K +1,156 +4%
B
170
Brightworth
Georgia
$4.86M -$5.45M -29,977 -50%
IPW
171
Intergy Private Wealth
Colorado
$4.79M +$756K +4,157 +17%
LNC
172
Lincoln National Corp
Pennsylvania
$4.79M +$364 +2 +0%
CHJWM
173
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.77M -$13.6K -75 -0.3%
KAS
174
Kestra Advisory Services
Texas
$4.74M -$293K -1,609 -5%
MIAN
175
Mariner Independent Advisor Network
Kansas
$4.69M +$27.6K +152 +0.5%
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