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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
476
Centaurus Financial
California
$614K -$65.7K -350 -9%
CIC
477
Carnegie Investment Counsel
Ohio
$609K +$375 +2 +0.1%
BO
478
Bank OZK
Arkansas
$606K – – –
UAS
479
United Asset Strategies
New York
$599K +$1.5K +8 +0.2%
BDF
480
Balasa Dinverno & Foltz
$598K – – –
OC
481
Oakworth Capital
Alabama
$594K – – –
FWTB
482
First Western Trust Bank
Colorado
$587K – – –
AWM
483
Aspire Wealth Management
Massachusetts
$579K +$563 +3 +0.1%
CHA
484
Carmichael Hill & Associates
Maryland
$576K +$751 +4 +0.1%
CAM
485
Cozad Asset Management
Illinois
$573K – – –
PI
486
Pachira Investments
California
$572K +$320K +1,706 +106%
DFC
487
DBK Financial Counsel
Ohio
$570K -$1.88K -10 -0.3%
TFM
488
TFC Financial Management
Massachusetts
$568K – – –
MW
489
Marcum Wealth
Ohio
$563K +$335K +1,786 +121%
BWP
490
BSW Wealth Partners
Colorado
$560K – – –
BC
491
Bartlett & Co
Ohio
$554K -$240K -1,280 -28%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$554K -$240K -1,280 -28%
GIA
493
Gladstone Institutional Advisory
Florida
$553K -$16.5K -88 -3%
SC
494
Slow Capital
California
$552K +$23.6K +126 +4%
LC
495
Lindbrook Capital
California
$550K – – –
DAC
496
Dividend Assets Capital
South Carolina
$547K -$155K -826 -21%
HSA
497
HBK Sorce Advisory
Pennsylvania
$540K -$8.55M -45,556 -94%
E
498
ETFidea
New York
$536K +$34.9K +186 +6%
WA
499
Wealthstream Advisors
New York
$535K +$2.25K +12 +0.4%
KWA
500
KCS Wealth Advisory
California
$524K +$570K +3,038 New
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