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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
476
Prosperity Capital Advisors
Ohio
$2.15M +$88.7K +266 +4%
MSF
477
Mustard Seed Financial
Arkansas
$2.12M -$5.67K -17 -0.3%
AWA
478
Arkadios Wealth Advisors
Georgia
$2.09M +$81.4K +244 +4%
BFG
479
Berger Financial Group
Minnesota
$2.09M – – –
DC
480
Davenport & Co
Virginia
$2.08M -$30K -90 -1%
RFA
481
RTD Financial Advisors
Pennsylvania
$2.07M -$113K -338 -5%
KCM
482
KM Capital Management
Texas
$2.07M +$2M +6,010 New
UB
483
UMB Bank
Missouri
$2.07M – – –
AIS
484
American Investment Services
Massachusetts
$2.05M +$14.3K +43 +0.7%
AWA
485
Asempa Wealth Advisors
Louisiana
$2.04M +$6K +18 +0.3%
HAP
486
Harbor Asset Planning
Massachusetts
$2.03M +$4.67K +14 +0.2%
DFC
487
DBK Financial Counsel
Ohio
$2.03M -$2K -6 -0.1%
MAM
488
Mystic Asset Management
Rhode Island
$2.02M +$42.7K +128 +2%
CIA
489
Capital Investment Advisors
Georgia
$2M -$6.34K -19 -0.3%
OCM
490
Orser Capital Management
Texas
$2M +$135K +405 +7%
CFFP
491
Center for Financial Planning
Michigan
$1.99M +$1K +3 +0.1%
VCM
492
Versant Capital Management
Arizona
$1.99M +$334 +1 +0%
AF
493
Alerus Financial
North Dakota
$1.96M – – –
GPI
494
General Partner Inc
Pennsylvania
$1.96M – – –
SAM
495
Secure Asset Management
Michigan
$1.95M -$178K -533 -9%
PCA
496
Pallas Capital Advisors
Massachusetts
$1.95M +$27.4K +82 +1%
MCP
497
Miller Capital Partners
Michigan
$1.94M – – –
WPW
498
Waldron Private Wealth
Pennsylvania
$1.94M – – –
GD
499
Grandfield & Dodd
New York
$1.94M – – –
MWPCG
500
Measured Wealth Private Client Group
New Hampshire
$1.93M +$4K +12 +0.2%
18 19
20
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