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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
501
Walkner Condon Financial Advisors
Wisconsin
$309K +$292K +1,756 New
APW
502
Acima Private Wealth
Virginia
$305K – – –
WS
503
Wedbush Securities
California
$302K -$31.2K -188 -10%
AA
504
Addison Advisors
Vermont
$302K +$285K +1,717 New
SWA
505
Sax Wealth Advisors
New Jersey
$302K +$285K +1,718 New
CCM
506
Coe Capital Management
Illinois
$301K – – –
B
507
Bailard
California
$299K – – –
DW
508
Domani Wealth
Pennsylvania
$299K – – –
NCMW
509
Northern Capital Management (Washington)
Washington
$299K +$282K +1,699 New
FPFS
510
First Personal Financial Services
North Carolina
$298K – – –
FG
511
Fiduciary Group
Georgia
$297K – – –
VWM
512
Venturi Wealth Management
Texas
$295K – – –
MIA
513
MainStreet Investment Advisors
Illinois
$292K – – –
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$292K – – –
FFBTD
515
First Financial Bank - Trust Division
Ohio
$288K -$2.16K -13 -0.8%
SS
516
Simplicity Solutions
Minnesota
$283K +$2.16K +13 +0.8%
NL
517
NVWM LLC
Pennsylvania
$281K -$15.4K -93 -5%
GT
518
Greenleaf Trust
Michigan
$280K – – –
MCM
519
Mitchell Capital Management
Kansas
$280K – – –
OA
520
Oxbow Advisors
Texas
$275K – – –
HCMT
521
Highland Capital Management (Tennessee)
Tennessee
$274K – – –
MCM
522
Murphy Capital Management
New Jersey
$274K +$260K +1,563 New
WA
523
WBH Advisory
Maryland
$273K -$96.4K -580 -28%
NIM
524
Northeast Investment Management
Massachusetts
$271K – – –
SBL
525
Sargent Bickham Lagudis
Colorado
$269K – – –
19 20
21
22 23