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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
501
Carmichael Hill & Associates
Maryland
$659K +$546 +3 +0.1%
MMPW
502
Mitchell McLeod Pugh & Williams
Alabama
$659K – – –
EA
503
Efficient Advisors
Ohio
$653K -$2.55K -14 -0.4%
PWA
504
Peterson Wealth Advisors
Utah
$651K +$114K +625 +22%
KL
505
KWMG LLC
Kansas
$650K -$248K -1,364 -28%
BO
506
Bank OZK
Arkansas
$649K -$4.73K -26 -0.7%
OC
507
Oakworth Capital
Alabama
$644K – – –
FAM
508
Frontier Asset Management
Wyoming
$640K -$39.7K -218 -6%
MFG
509
Merit Financial Group
Georgia
$627K -$135K -742 -18%
CAM
510
Cozad Asset Management
Illinois
$621K – – –
TFM
511
TFC Financial Management
Massachusetts
$621K +$2.19K +12 +0.4%
FWCM
512
Ferguson Wellman Capital Management
Oregon
$620K -$60.1K -330 -9%
RIS
513
Retirement Income Solutions
Michigan
$616K +$63K +346 +12%
BWP
514
BSW Wealth Partners
Colorado
$607K – – –
AWM
515
Aspire Wealth Management
Massachusetts
$604K -$1.27K -7 -0.2%
RFA
516
RTD Financial Advisors
Pennsylvania
$602K – – –
SC
517
Savant Capital
Illinois
$602K +$100K +551 +21%
BCM
518
Brookstone Capital Management
Illinois
$601K +$300K +1,650 +108%
ECM
519
Evergreen Capital Management
Washington
$598K – – –
LC
520
Lindbrook Capital
California
$597K – – –
DFC
521
DBK Financial Counsel
Ohio
$596K -$22K -121 -4%
SF
522
Synovus Financial
Georgia
$595K +$265K +1,458 +84%
DAS
523
Dynamic Advisor Solutions
Arizona
$593K -$13.3K -73 -2%
FAIM
524
Financial Advocates Investment Management
Washington
$591K +$327K +1,797 +131%
WA
525
Wealthstream Advisors
New York
$587K +$2.19K +12 +0.4%
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