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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
501
Appleton Partners
Massachusetts
$1.26M +$161K +595 +14%
CWM
502
Congress Wealth Management
Massachusetts
$1.26M +$1.09M +4,007 +453%
PFA
503
Pathway Financial Advisors
Vermont
$1.26M – – –
MOS
504
MGO One Seven
Ohio
$1.26M -$17.9K -66 -1%
ACA
505
Anchor Capital Advisors
Massachusetts
$1.26M – – –
BGA
506
Battery Global Advisors
Massachusetts
$1.25M – – –
LC
507
Luminist Capital
Michigan
$1.25M +$37.1K +137 +3%
SIA
508
Schechter Investment Advisors
Michigan
$1.24M +$303K +1,118 +30%
WS
509
Wedbush Securities
California
$1.24M -$21.1K -78 -2%
MWM
510
Meridian Wealth Management
Kentucky
$1.24M -$9.75K -36 -0.7%
LWM
511
Lodestone Wealth Management
Washington
$1.23M +$4.61K +17 +0.4%
BOPW
512
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$4.61K -17 -0.4%
MWM
513
Mission Wealth Management
California
$1.23M +$315K +1,162 +32%
GA
514
GSG Advisors
New Jersey
$1.23M +$313K +1,156 +31%
AWE
515
Avidian Wealth Enterprises
Texas
$1.23M +$502K +1,853 +64%
SFG
516
Synergy Financial Group
California
$1.22M +$365K +1,348 +40%
GT
517
Greenleaf Trust
Michigan
$1.21M – – –
FCT
518
First Community Trust
Iowa
$1.21M +$41.2K +152 +3%
BMM
519
Berkshire Money Management
Massachusetts
$1.21M -$195K -721 -13%
DWP
520
Destiny Wealth Partners
Florida
$1.21M – – –
GF
521
Gries Financial
Ohio
$1.2M +$121K +445 +11%
SWM
522
Silverlake Wealth Management
Vermont
$1.2M -$21.4K -79 -2%
EFN
523
Equita Financial Network
Pennsylvania
$1.19M -$37.9K -140 -3%
WA
524
Wealthstream Advisors
New York
$1.19M +$4.33K +16 +0.3%
CA
525
Claro Advisors
Massachusetts
$1.18M -$497K -1,834 -28%
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