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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
401
Founders Financial Securities
Maryland
$1.05M +$221K +1,214 +28%
LB
402
Leo Brokerage
Texas
$1.04M +$1.01M +5,562 New
NHC
403
Nicholas Hoffman & Company
Georgia
$1.04M – – –
CFFP
404
Center for Financial Planning
Michigan
$1.03M +$728 +4 +0.1%
RC
405
Roundview Capital
New Jersey
$1.02M +$52.6K +289 +6%
SAMT
406
Select Asset Management & Trust
Pennsylvania
$1.01M -$1.84M -10,104 -65%
RA
407
Rodgers & Associates
Pennsylvania
$1.01M -$317K -1,742 -24%
BBHC
408
Brown Brothers Harriman & Co
New York
$994K – – –
MIAS
409
Mason Investment Advisory Services
Virginia
$988K – – –
TNB
410
Thomasville National Bank
Georgia
$986K – – –
AFAS
411
Acorn Financial Advisory Services
Virginia
$985K +$34.6K +190 +4%
ACM
412
Advisors Capital Management
New Jersey
$983K +$244K +1,339 +34%
OW
413
Olistico Wealth
Oklahoma
$978K – – –
WFA
414
Wellspring Financial Advisors
Ohio
$975K +$2.19K +12 +0.2%
CFA
415
Cahill Financial Advisors
Minnesota
$971K +$910 +5 +0.1%
MAM
416
Mystic Asset Management
Rhode Island
$956K +$21.5K +118 +2%
PO
417
Private Ocean
California
$949K +$30K +165 +3%
CIA
418
Capital Investment Advisors
Georgia
$945K +$2K +11 +0.2%
IAG
419
Investmark Advisory Group
Connecticut
$944K -$604K -3,318 -40%
SWM
420
Silverlake Wealth Management
Vermont
$942K +$182 +1 +0%
GT
421
Greenleaf Trust
Michigan
$936K -$28.9K -159 -3%
PCA
422
Prosperity Capital Advisors
Ohio
$931K +$26.9K +148 +3%
CA
423
Claro Advisors
Massachusetts
$928K +$4.37K +24 +0.5%
OPS
424
Orion Portfolio Solutions
Nebraska
$919K +$627K +3,444 +233%
BCI
425
Brinker Capital Investments
Pennsylvania
$919K +$650K +3,568 +264%
15 16
17
18 19