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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
501
Red Door Wealth Management
Tennessee
$707K -$199K -1,036 -23%
PBF
502
Petix & Botte Financial
California
$707K +$334K +1,743 +100%
DFC
503
DBK Financial Counsel
Ohio
$706K +$56.4K +294 +9%
KL
504
KWMG LLC
Kansas
$705K – – –
BO
505
Bank OZK
Arkansas
$705K – – –
RFA
506
RTD Financial Advisors
Pennsylvania
$704K +$47.9K +250 +8%
ICP
507
Interchange Capital Partners
Pennsylvania
$703K -$48.9K -255 -7%
OC
508
Oakworth Capital
Alabama
$698K -$958 -5 -0.1%
GRP
509
Global Retirement Partners
California
$690K -$58.3K -304 -8%
MCM
510
Morton Capital Management
California
$680K -$57.5K -300 -8%
TFM
511
TFC Financial Management
Massachusetts
$676K +$2.49K +13 +0.4%
CAM
512
Cozad Asset Management
Illinois
$674K – – –
EA
513
Efficient Advisors
Ohio
$670K -$37K -193 -6%
FAM
514
Frontier Asset Management
Wyoming
$668K -$25.1K -131 -4%
RIS
515
Retirement Income Solutions
Michigan
$668K – – –
BWP
516
BSW Wealth Partners
Colorado
$659K – – –
AIM
517
Athena Investment Management
California
$657K +$95.8K +500 +18%
CA
518
Cetera Advisors
Colorado
$656K +$37.6K +196 +6%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$654K -$18.2K -95 -3%
FOFP
520
Fee-Only Financial Planning
South Carolina
$652K -$115K -600 -16%
CWAG
521
Carlsbad Wealth Advisory Group
California
$651K +$616K +3,212 New
ECM
522
Evergreen Capital Management
Washington
$649K +$192 +1 +0%
LC
523
Lindbrook Capital
California
$647K – – –
TI
524
Trexquant Investment
Connecticut
$645K +$610K +3,182 New
CAC
525
Certified Advisory Corp
Florida
$636K -$146K -764 -20%
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