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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
301
Caitlin John
Michigan
$3.73M -$1.5M -5,544 -28%
MWA
302
Medallion Wealth Advisors
Connecticut
$3.7M +$298K +1,100 +8%
KFP
303
KMG Fiduciary Partners
Ohio
$3.69M +$75.8K +280 +2%
CG
304
Caprock Group
Idaho
$3.68M +$3.79K +14 +0.1%
FCG
305
Financial Connections Group
California
$3.64M – – –
SF
306
SWP Financial
California
$3.58M -$50.7K -187 -1%
AWM
307
Abound Wealth Management
Tennessee
$3.51M +$3.25K +12 +0.1%
CCB
308
Country Club Bank
Missouri
$3.51M -$76.4K -282 -2%
AL
309
Aspiriant LLC
California
$3.5M +$759K +2,801 +26%
JWCA
310
J.W. Cole Advisors
Florida
$3.49M +$982K +3,627 +36%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$3.49M -$272K -1,004 -7%
PWA
312
PCG Wealth Advisors
Kansas
$3.48M -$46K -170 -1%
PWMG
313
Pioneer Wealth Management Group
Texas
$3.46M +$3.65M +13,460 New
WFA
314
Wells Financial Advisors
Massachusetts
$3.44M -$12.2K -45 -0.3%
BFA
315
Bragg Financial Advisors
North Carolina
$3.41M -$3.79K -14 -0.1%
PCM
316
Parsons Capital Management
Rhode Island
$3.31M -$89.4K -330 -3%
WSFS
317
Wilmington Savings Fund Society
Delaware
$3.29M -$208K -767 -6%
TFCP
318
Twin Focus Capital Partners
Massachusetts
$3.28M – – –
EAM
319
Evanson Asset Management
California
$3.27M -$77.2K -285 -2%
SC
320
SouthState Corp
Florida
$3.25M – – –
SWM
321
SigFig Wealth Management
California
$3.25M +$131K +483 +4%
FI
322
Financial Insights
Washington
$3.25M -$27.4K -101 -0.8%
RC
323
Roundview Capital
New Jersey
$3.24M +$2.44K +9 +0.1%
PP
324
PrairieView Partners
Minnesota
$3.19M -$40.9K -151 -1%
AWM
325
Atticus Wealth Management
Florida
$3.18M -$194K -717 -5%
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