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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
176
Intergy Private Wealth
Colorado
$7.07M +$35K +172 +0.5%
CA
177
Continuum Advisory
Idaho
$6.95M +$246K +1,207 +4%
NIM
178
Northeast Investment Management
Massachusetts
$6.82M +$213K +1,045 +3%
API
179
Advisor Partners II
California
$6.74M +$5.44M +26,701 +345%
SWP
180
Stratos Wealth Partners
Ohio
$6.68M -$63.5K -312 -0.9%
HSA
181
HBK Sorce Advisory
Pennsylvania
$6.64M – – –
TCA
182
Transcend Capital Advisors
New Jersey
$6.31M +$108K +530 +2%
LNC
183
Lincoln National Corp
Pennsylvania
$6.3M +$71.7K +352 +1%
JFA
184
JNBA Financial Advisors
Minnesota
$6.19M -$600K -2,946 -9%
PWMG
185
Pioneer Wealth Management Group
Texas
$6.08M -$889K -4,364 -12%
CFG
186
Citizens Financial Group
Rhode Island
$6.02M +$22.8K +112 +0.4%
HWM
187
HB Wealth Management
Georgia
$5.98M +$195K +956 +3%
NA
188
NewEdge Advisors
Louisiana
$5.96M -$3.07M -15,086 -33%
AF
189
Allworth Financial
California
$5.95M +$54K +265 +0.9%
AF
190
Apexium Financial
Texas
$5.78M – – –
SC
191
Soundwatch Capital
Connecticut
$5.7M +$1.17M +5,764 +25%
GT
192
Glenmede Trust
Pennsylvania
$5.56M +$972K +4,773 +20%
CHJWM
193
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.49M +$116K +571 +2%
AWS
194
Atria Wealth Solutions
New York
$5.47M -$165K -809 -3%
KAS
195
Kestra Advisory Services
Texas
$5.47M +$188K +924 +3%
ML
196
Mayport LLC
Massachusetts
$5.39M – – –
SWM
197
Soundmark Wealth Management
Washington
$5.38M +$94.5K +464 +2%
MCM
198
MAI Capital Management
Ohio
$5.37M -$69K -339 -1%
AWM
199
Avior Wealth Management
Nebraska
$5.28M -$340K -1,671 -6%
TDWM
200
Topel & Distasi Wealth Management
California
$5.26M -$42.2K -207 -0.8%
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