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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Meridian Wealth Management
Kentucky
$356K -$15.9K -88 -4%
WFPG
502
Waller Financial Planning Group
Ohio
$356K +$181 +1 +0.1%
FWM
503
Frontier Wealth Management
Missouri
$355K +$18.1K +100 +6%
VIM
504
Vista Investment Management
Pennsylvania
$352K – – –
AAS
505
Annex Advisory Services
Wisconsin
$349K +$12.5K +69 +4%
FHC
506
First Heartland Consultants
Missouri
$345K -$394K -2,174 -54%
PWP
507
Principle Wealth Partners
Connecticut
$343K – – –
SWM
508
SeaCrest Wealth Management
New York
$340K -$35.7K -197 -10%
CW
509
CreativeOne Wealth
Kansas
$339K +$331K +1,825 New
VCM
510
Virtue Capital Management
Tennessee
$338K +$331K +1,826 New
DWM
511
Doyle Wealth Management
Florida
$333K -$51.5K -284 -14%
MA
512
Mezzasalma Advisors
New Jersey
$330K -$2.54K -14 -0.8%
KA
513
Klingman & Associates
New York
$329K +$63.4K +350 +25%
CWC
514
Carolinas Wealth Consulting
North Carolina
$328K -$201K -1,110 -39%
CWM
515
Calamos Wealth Management
Illinois
$327K +$320K +1,766 New
BOM
516
Bank of Marin
California
$326K – – –
KIA
517
KCM Investment Advisors
California
$326K – – –
WCFA
518
Walkner Condon Financial Advisors
Wisconsin
$325K – – –
B
519
Bailard
California
$325K +$9.6K +53 +3%
APW
520
Acima Private Wealth
Virginia
$321K – – –
SWA
521
Sax Wealth Advisors
New Jersey
$318K – – –
CCM
522
Coe Capital Management
Illinois
$317K – – –
MMPW
523
Mitchell McLeod Pugh & Williams
Alabama
$315K -$60.7K -335 -16%
DW
524
Domani Wealth
Pennsylvania
$315K – – –
FPFS
525
First Personal Financial Services
North Carolina
$315K – – –
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