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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
351
Roundview Capital
New Jersey
$3.87M +$211K +675 +6%
BFA
352
Beaumont Financial Advisors
Massachusetts
$3.82M +$102K +326 +3%
ZF
353
Zhang Financial
Michigan
$3.81M +$2.5K +8 +0.1%
SWM
354
SigFig Wealth Management
California
$3.79M -$56.8K -182 -1%
SC
355
Sapient Capital
Indiana
$3.77M +$40.6K +130 +1%
WSFS
356
Wilmington Savings Fund Society
Delaware
$3.76M -$30K -96 -0.8%
AWM
357
Atticus Wealth Management
Florida
$3.74M -$13.1K -42 -0.4%
PIAS
358
PCA Investment Advisory Services
Ohio
$3.72M +$191K +611 +5%
KLI
359
Kelman-Lazarov Inc
Tennessee
$3.7M +$1.66M +5,319 +82%
CSF
360
Capital Squared Financial
Maryland
$3.69M -$58.4K -187 -2%
RFM
361
Royal Fund Management
Florida
$3.68M +$1.12M +3,571 +44%
CAS
362
Coppell Advisory Solutions
Texas
$3.65M -$11.9K -38 -0.3%
FFG
363
Fortem Financial Group
California
$3.65M – – –
FFS
364
Founders Financial Securities
Maryland
$3.62M +$690K +2,209 +24%
ATI
365
ARK & TLK Investments
Oklahoma
$3.61M -$78.7K -252 -2%
PCM
366
Parsons Capital Management
Rhode Island
$3.6M -$1.25K -4 -0%
SC
367
SouthState Corp
Florida
$3.57M -$2.5K -8 -0.1%
PAS
368
Park Avenue Securities
New York
$3.56M -$21.2K -68 -0.6%
DC
369
Dahring Cusmano
Michigan
$3.5M +$33.4K +107 +1%
SAI
370
Savvy Advisors Inc
New York
$3.48M +$232K +743 +7%
SSWM
371
Sheets Smith Wealth Management
North Carolina
$3.47M +$7.81K +25 +0.2%
LA
372
Lifeworks Advisors
Michigan
$3.47M +$828K +2,651 +32%
MC
373
Mathes Company
New York
$3.45M – – –
LKBC
374
L.K. Benson & Company
Maryland
$3.41M +$218K +697 +7%
CJ
375
Caitlin John
Michigan
$3.39M -$540K -1,729 -14%
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