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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
451
Rehmann Capital Advisory Group
Michigan
$906K +$156K +816 +22%
HNWAG
452
High Net Worth Advisory Group
Florida
$900K -$28.8K -150 -3%
NCM
453
Next Capital Management
New York
$898K – – –
GWS
454
Glassman Wealth Services
Virginia
$884K -$7.48K -39 -0.9%
GT
455
Greenleaf Trust
Michigan
$873K -$134K -701 -14%
RW
456
REDW Wealth
New Mexico
$870K – – –
SOAG
457
Silver Oak Advisory Group
Oregon
$868K – – –
BCP
458
Berkeley Capital Partners
Georgia
$865K -$15.9K -83 -2%
PWA
459
Physician Wealth Advisors
Utah
$862K +$1.92K +10 +0.2%
RFN
460
Redwood Financial Network
Ohio
$853K -$25.7K -134 -3%
PFA
461
Pathway Financial Advisors
Vermont
$853K – – –
DAS
462
Dynamic Advisor Solutions
Arizona
$852K +$197K +1,029 +32%
CGA
463
Crescent Grove Advisors
Illinois
$849K -$440K -2,293 -35%
UAS
464
United Asset Strategies
New York
$847K +$516K +2,692 +181%
PFG
465
Pacific Financial Group
Washington
$836K -$4.6K -24 -0.6%
ZF
466
Zhang Financial
Michigan
$835K – – –
DJYG
467
David J. Yvars Group
Florida
$832K -$22.6K -118 -3%
CPIG
468
Chicago Partners Investment Group
Illinois
$831K -$4.77M -24,861 -86%
PWM
469
Perigon Wealth Management
California
$824K +$37.4K +195 +5%
AFS
470
Annapolis Financial Services
Maryland
$824K – – –
GF
471
Gries Financial
Ohio
$823K – – –
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$822K – – –
APG
473
Abacus Planning Group
South Carolina
$822K – – –
SC
474
Slow Capital
California
$818K +$24.3K +127 +3%
SL
475
Salomon & Ludwin
Virginia
$808K – – –
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