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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
301
Country Club Bank
Missouri
$3.8M – – –
DC
302
Dahring Cusmano
Michigan
$3.79M +$3.8M +14,037 New
FW
303
Fairway Wealth
Ohio
$3.78M -$496K -1,832 -12%
PWA
304
PCG Wealth Advisors
Kansas
$3.7M +$26.3K +97 +0.7%
AWM
305
Abound Wealth Management
Tennessee
$3.68M +$10.8K +40 +0.3%
WSFS
306
Wilmington Savings Fund Society
Delaware
$3.66M -$285K -1,051 -7%
WFA
307
Wells Financial Advisors
Massachusetts
$3.62M +$258K +951 +8%
BFA
308
Bragg Financial Advisors
North Carolina
$3.58M -$115K -426 -3%
PCM
309
Parsons Capital Management
Rhode Island
$3.56M -$133K -490 -4%
AWM
310
Atticus Wealth Management
Florida
$3.53M -$154K -568 -4%
PAS
311
Park Avenue Securities
New York
$3.52M +$1.01M +3,710 +40%
EAM
312
Evanson Asset Management
California
$3.51M -$78.3K -289 -2%
MWA
313
Medallion Wealth Advisors
Connecticut
$3.45M +$3.6M +13,268 New
BMCM
314
Bryn Mawr Capital Management
Pennsylvania
$3.45M -$285K -1,051 -8%
TFCP
315
Twin Focus Capital Partners
Massachusetts
$3.44M +$51.5K +190 +2%
FI
316
Financial Insights
Washington
$3.43M -$42.5K -157 -1%
SC
317
SouthState Corp
Florida
$3.41M +$50.1K +185 +1%
EWA
318
EP Wealth Advisors
California
$3.4M +$99.7K +368 +3%
RC
319
Roundview Capital
New Jersey
$3.4M +$60.4K +223 +2%
PP
320
PrairieView Partners
Minnesota
$3.39M -$51.2K -189 -1%
PP
321
PDS Planning
Ohio
$3.38M +$79.4K +293 +2%
SWM
322
SigFig Wealth Management
California
$3.31M -$132K -488 -4%
SSWM
323
Sheets Smith Wealth Management
North Carolina
$3.2M +$73.4K +271 +2%
PPP
324
Private Portfolio Partners
New Jersey
$3.18M -$12.2K -45 -0.4%
ATI
325
ARK & TLK Investments
Oklahoma
$3.18M -$12.7K -47 -0.4%
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