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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
301
May Barnhard Investments
Maryland
$3.6M -$80.4K -317 -2%
AWM
302
Atticus Wealth Management
Florida
$3.59M -$22.1K -87 -0.6%
KFP
303
KMG Fiduciary Partners
Ohio
$3.59M – – –
PWA
304
PCG Wealth Advisors
Kansas
$3.58M +$3.45M +13,611 New
AWM
305
Abound Wealth Management
Tennessee
$3.58M -$221K -870 -6%
MC
306
Mathes Company
New York
$3.54M – – –
EAM
307
Evanson Asset Management
California
$3.5M +$223K +878 +7%
FI
308
Financial Insights
Washington
$3.39M +$3.27M +12,884 New
PP
309
PrairieView Partners
Minnesota
$3.36M -$21.1K -83 -0.6%
HI
310
Human Investing
Oregon
$3.36M -$9.39K -37 -0.3%
SWM
311
SigFig Wealth Management
California
$3.33M -$262K -1,031 -8%
TFCP
312
Twin Focus Capital Partners
Massachusetts
$3.31M +$1.53M +6,050 +93%
WFA
313
Wells Financial Advisors
Massachusetts
$3.3M -$383K -1,509 -11%
SC
314
SouthState Corp
Florida
$3.28M +$21.3K +84 +0.7%
RC
315
Roundview Capital
New Jersey
$3.26M +$47.2K +186 +2%
KWA
316
Kingswood Wealth Advisors
California
$3.23M +$2.49M +9,822 +400%
PP
317
PDS Planning
Ohio
$3.23M +$4.57K +18 +0.1%
EWA
318
EP Wealth Advisors
California
$3.23M +$115K +453 +4%
PPP
319
Private Portfolio Partners
New Jersey
$3.11M +$3M +11,829 New
ATI
320
ARK & TLK Investments
Oklahoma
$3.11M -$9.13K -36 -0.3%
CAS
321
Coppell Advisory Solutions
Texas
$3.07M -$23.6K -93 -0.8%
PFG
322
Pinnacle Financial Group
Illinois
$3.06M -$196K -773 -6%
PFS
323
Prospera Financial Services
Texas
$3.06M -$254 -1 -0%
SSWM
324
Sheets Smith Wealth Management
North Carolina
$3.05M -$63.4K -250 -2%
LSAG
325
Lake Street Advisors Group
New Hampshire
$3.04M +$5.58K +22 +0.2%
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