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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Claro Advisors
Massachusetts
$862K +$10K +57 +1%
TBC
427
Ted Buchan & Co
California
$861K +$867K +4,940 New
PO
428
Private Ocean
California
$856K +$1.75K +10 +0.2%
MOS
429
MGO One Seven
Ohio
$852K -$28.6K -163 -3%
GAM
430
Grandview Asset Management
Pennsylvania
$851K -$69.3K -395 -7%
KL
431
KWMG LLC
Kansas
$843K – – –
CIC
432
Carnegie Investment Counsel
Ohio
$842K +$243K +1,385 +40%
PCA
433
Prosperity Capital Advisors
Ohio
$842K +$848K +4,833 New
TP
434
Tranquility Partners
Tennessee
$841K -$46.1K -263 -5%
BOPW
435
Brandywine Oak Private Wealth
Pennsylvania
$834K – – –
VFIC
436
Valley Forge Investment Consultants
Pennsylvania
$832K +$4.04K +23 +0.5%
FMWA
437
Forvis Mazars Wealth Advisors
Missouri
$832K -$5.26K -30 -0.6%
CWM
438
Cahaba Wealth Management
Georgia
$828K – – –
SCA
439
Snowden Capital Advisors
New York
$828K +$3.68K +21 +0.4%
WCA
440
Waypoint Capital Advisors
Minnesota
$827K +$5.09K +29 +0.6%
GWS
441
Glassman Wealth Services
Virginia
$817K +$179K +1,022 +28%
DWP
442
Destiny Wealth Partners
Florida
$813K – – –
HNWAG
443
High Net Worth Advisory Group
Florida
$810K – – –
SAS
444
SMI Advisory Services
Indiana
$808K – – –
LDB
445
Lee, Danner & Bass
Tennessee
$799K +$8.77K +50 +1%
BCP
446
Berkeley Capital Partners
Georgia
$799K -$58.2K -332 -7%
HNB
447
Huntington National Bank
Ohio
$798K – – –
CHC
448
City Holding Co
West Virginia
$797K – – –
RDWM
449
Red Door Wealth Management
Tennessee
$786K +$2.28K +13 +0.3%
PWA
450
Physician Wealth Advisors
Utah
$784K +$1.4K +8 +0.2%
16 17
18
19 20