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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
526
Systelligence LLC
Minnesota
$1.8M -$10.2M -30,600 -85%
SWM
527
SeaCrest Wealth Management
New York
$1.8M +$334 +1 +0%
SDH
528
Sloy Dahl & Holst
Washington
$1.78M -$8.34K -25 -0.5%
MWM
529
Maridea Wealth Management
New York
$1.78M +$396K +1,188 +30%
AWE
530
Avidian Wealth Enterprises
Texas
$1.75M – – –
GT
531
Greenleaf Trust
Michigan
$1.75M +$183K +550 +12%
MFWP
532
Mosaic Family Wealth Partners
Missouri
$1.75M – – –
RRA
533
Round Rock Advisors
Connecticut
$1.73M – – –
PWA
534
Physician Wealth Advisors
Utah
$1.73M +$12.3K +37 +0.7%
CPA
535
Capital Performance Advisors
California
$1.72M +$1.66M +4,987 New
WFA
536
Wellspring Financial Advisors
Ohio
$1.71M +$334 +1 +0%
GA
537
GSG Advisors
New Jersey
$1.7M +$1K +3 +0.1%
MOS
538
MGO One Seven
Ohio
$1.69M -$70.1K -210 -4%
AAS
539
Annex Advisory Services
Wisconsin
$1.69M -$23.4K -70 -1%
LFG
540
Larson Financial Group
Missouri
$1.69M +$94.7K +284 +6%
CF
541
Calder Financial
Pennsylvania
$1.68M -$7.34K -22 -0.4%
CIA
542
Choate Investment Advisors
Massachusetts
$1.68M – – –
BGA
543
Battery Global Advisors
Massachusetts
$1.68M – – –
LWM
544
Lodestone Wealth Management
Washington
$1.67M +$4.67K +14 +0.3%
MF
545
Manuka Financial
Virginia
$1.66M – – –
TFGT
546
TS Financial Group (TSFG)
Illinois
$1.66M +$334 +1 +0%
ES
547
Eagle Strategies
New York
$1.66M -$124K -372 -7%
CAMG
548
CWA Asset Management Group
Florida
$1.65M +$53K +159 +3%
BAM
549
Belpointe Asset Management
Nevada
$1.65M +$209K +626 +15%
BOPW
550
Brandywine Oak Private Wealth
Pennsylvania
$1.65M – – –
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