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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
201
N.E.W. Advisory Services
Wisconsin
$3.93M +$159K +848 +4%
KCM
202
Kendall Capital Management
Maryland
$3.91M – – –
AWM
203
Avior Wealth Management
Nebraska
$3.89M -$414K -2,208 -9%
SAMT
204
Select Asset Management & Trust
Pennsylvania
$3.87M -$420K -2,236 -9%
PFM
205
Phillips Financial Management
Indiana
$3.85M -$226K -1,203 -5%
AT
206
American Trust
Kentucky
$3.81M +$970K +5,167 +30%
KAH
207
Kathryn A. Hall
$3.81M – – –
B
208
Bridgeworth
Alabama
$3.77M +$473K +2,518 +13%
PWMAG
209
Pinnacle Wealth Management Advisory Group
New Jersey
$3.75M -$6.26M -33,348 -61%
BPA
210
Beacon Pointe Advisors
California
$3.74M -$359K -1,912 -8%
BFA
211
Bragg Financial Advisors
North Carolina
$3.69M -$9.76K -52 -0.2%
EWM
212
Evercore Wealth Management
New York
$3.65M – – –
HMS
213
Hanseatic Management Services
New Mexico
$3.62M +$120K +637 +3%
MWM
214
Marietta Wealth Management
Georgia
$3.58M +$184K +981 +5%
DWT
215
Dorsey & Whitney Trust
South Dakota
$3.58M +$28.3K +151 +0.7%
AWS
216
Atria Wealth Solutions
New York
$3.55M -$782K -4,165 -17%
WT
217
Whittier Trust
California
$3.44M +$50.5K +269 +1%
BDF
218
Black Diamond Financial
Maryland
$3.42M +$188 +1 +0%
CF
219
Cantor Fitzgerald
New York
$3.41M +$3.72M +19,811 New
FA
220
FDx Advisors
Illinois
$3.31M +$352K +1,874 +11%
GCA
221
Gradient Capital Advisors
California
$3.26M +$143K +760 +4%
OCM
222
Objective Capital Management
Ohio
$3.24M +$563 +3 +0%
BBA
223
BLB&B Advisors
Pennsylvania
$3.2M +$1.75M +9,341 +101%
SWM
224
SigFig Wealth Management
California
$3.18M +$1.46M +7,768 +73%
AWM
225
Atticus Wealth Management
Florida
$3.14M +$2.44K +13 +0.1%
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