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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
451
Prime Capital Investment Advisors
Kansas
$498K +$484K +2,480 New
OCM
452
Orser Capital Management
Texas
$496K – – –
MA
453
MONECO Advisors
Connecticut
$496K +$1.17K +6 +0.2%
SS
454
Simplicity Solutions
Minnesota
$495K -$32K -164 -6%
BBA
455
Braun-Bostich & Associates
Pennsylvania
$487K – – –
MWM
456
Mission Wealth Management
California
$477K +$170K +871 +58%
SFI
457
SPC Financial Inc
Maryland
$475K -$29.3K -150 -6%
DI
458
Disciplined Investments
Oklahoma
$474K -$15K -77 -3%
SWM
459
Spire Wealth Management
Virginia
$469K – – –
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$467K – – –
SCM
461
Sterneck Capital Management
Missouri
$465K +$441K +2,258 New
DFA
462
Delta Financial Advisors
Louisiana
$458K +$586 +3 +0.1%
MWP
463
Madison Wealth Partners
Wisconsin
$458K +$41.8K +214 +10%
PP
464
Prosperity Planning
Missouri
$456K -$16.8K -86 -4%
ECM
465
Evergreen Capital Management
Washington
$455K +$442K +2,267 New
CCA
466
Conservest Capital Advisors
Pennsylvania
$454K – – –
VNA
467
Valley National Advisers
Pennsylvania
$452K +$1.37K +7 +0.3%
CMBA
468
C.M. Bidwell & Associates
Hawaii
$444K -$1.96M -10,035 -82%
BFS
469
Beacon Financial Strategies
North Carolina
$440K +$428K +2,193 New
HPC
470
HM Payson & Co
Maine
$439K -$7.22K -37 -2%
HWM
471
HighMark Wealth Management
Minnesota
$439K – – –
SC
472
Savant Capital
Illinois
$439K – – –
RIM
473
Rockbridge Investment Management
New York
$434K -$10.3K -53 -2%
BWP
474
Bernardo Wealth Planning
Pennsylvania
$433K – – –
GLLW
475
Graves Light Lenhart Wealth
Virginia
$432K – – –
17 18
19
20 21