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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
426
Capital Advisors Inc
Oklahoma
$729K – – –
NCM
427
Next Capital Management
New York
$724K – – –
AC
428
Asio Capital
Kentucky
$723K +$94.7K +521 +13%
APG
429
Abacus Planning Group
South Carolina
$722K – – –
AWM
430
Apollon Wealth Management
South Carolina
$720K +$26.9K +148 +3%
FAIM
431
Financial Advocates Investment Management
Washington
$715K +$231K +1,271 +31%
FFS
432
Founders Financial Securities
Maryland
$714K +$565K +3,109 +248%
DJYG
433
David J. Yvars Group
Florida
$712K -$2.36K -13 -0.3%
VFA
434
Valeo Financial Advisors
Indiana
$710K +$490K +2,693 +163%
PWM
435
Perigon Wealth Management
California
$704K +$727 +4 +0.1%
ACP
436
Ashfield Capital Partners
California
$703K – – –
RW
437
REDW Wealth
New Mexico
$702K – – –
SOAG
438
Silver Oak Advisory Group
Oregon
$701K – – –
PFA
439
Pathway Financial Advisors
Vermont
$688K – – –
ZF
440
Zhang Financial
Michigan
$682K +$56.7K +312 +8%
PFG
441
Pacific Financial Group
Washington
$679K – – –
SBIA
442
Sheaff Brock Investment Advisors
Indiana
$679K – – –
MCM
443
Morton Capital Management
California
$676K – – –
SWM
444
SeaCrest Wealth Management
New York
$674K +$1.64K +9 +0.2%
ACM
445
Advisors Capital Management
New Jersey
$668K -$107K -587 -14%
CFG
446
Cooper Financial Group
California
$667K -$26.2K -144 -3%
GF
447
Gries Financial
Ohio
$664K -$5.45K -30 -0.7%
SL
448
Salomon & Ludwin
Virginia
$652K – – –
AMM
449
American Money Management
California
$651K +$1.09K +6 +0.2%
HPWM
450
Highland Private Wealth Management
Washington
$644K +$715K +3,934 New
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