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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
526
Regal Investment Advisors
Michigan
$269K +$254K +1,531 New
CBT
527
Capital Bank & Trust
California
$268K +$253K +1,524 New
KC
528
Kingfisher Capital
North Carolina
$267K +$997 +6 +0.4%
SCM
529
SOL Capital Management
Maryland
$264K – – –
ACP
530
Aveo Capital Partners
Colorado
$263K -$6.81K -41 -3%
IA
531
IFP Advisors
Florida
$262K -$24.9K -150 -9%
HTC
532
Haverford Trust Company
Pennsylvania
$262K – – –
MWM
533
Mission Wealth Management
California
$261K +$22.9K +138 +10%
MPPLM
534
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$260K -$12.8K -77 -5%
MW
535
Marcum Wealth
Ohio
$259K +$245K +1,473 New
JAFL
536
Jay A. Fishman Ltd
Michigan
$259K -$88K -530 -26%
FA
537
Financial Advantage
Maryland
$258K – – –
MPCG
538
Matrix Private Capital Group
New York
$257K – – –
PP
539
Pegasus Partners
Wisconsin
$253K -$285K -1,715 -54%
FCI
540
Financial Counselors Inc
Kansas
$252K -$8.31K -50 -3%
MAM
541
Marquette Asset Management
Minnesota
$252K -$4.98K -30 -2%
KA
542
Klingman & Associates
New York
$251K – – –
FC
543
Forte Capital
New York
$250K +$1.83K +11 +0.8%
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$236K +1,420 New
WA
545
WESPAC Advisors
California
$249K +$236K +1,418 New
JIC
546
Johnson Investment Counsel
Ohio
$248K – – –
PL
547
Plancorp LLC
Missouri
$248K +$234K +1,411 New
CG
548
CFO4Life Group
Texas
$247K +$9.47K +57 +4%
SSWG
549
Seven Springs Wealth Group
Tennessee
$246K – – –
TSWM
550
Triangle Securities Wealth Management
North Carolina
$246K – – –
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