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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
526
FDx Advisors
Illinois
$653K -$1.55M -7,635 -70%
TFM
527
TFC Financial Management
Massachusetts
$652K -$611 -3 -0.1%
CAM
528
Cozad Asset Management
Illinois
$651K – – –
RIS
529
Retirement Income Solutions
Michigan
$645K – – –
BWP
530
BSW Wealth Partners
Colorado
$636K – – –
AIM
531
Athena Investment Management
California
$634K – – –
UAS
532
United Asset Strategies
New York
$633K -$193K -946 -23%
SDH
533
Sloy Dahl & Holst
Washington
$631K +$88K +432 +15%
FWCM
534
Ferguson Wellman Capital Management
Oregon
$631K – – –
FOFP
535
Fee-Only Financial Planning
South Carolina
$629K – – –
LC
536
Lindbrook Capital
California
$625K – – –
EA
537
Efficient Advisors
Ohio
$622K -$25.9K -127 -4%
EFN
538
Equita Financial Network
Pennsylvania
$618K +$643K +3,156 New
TC
539
TownSquare Capital
Utah
$617K +$216K +1,063 +51%
ZF
540
Zhang Financial
Michigan
$613K -$200K -983 -24%
E
541
ETFidea
New York
$611K +$2.04K +10 +0.3%
SF
542
Synovus Financial
Georgia
$611K – – –
MWP
543
Madison Wealth Partners
Wisconsin
$608K – – –
HI
544
Harbour Investments
Wisconsin
$606K +$23.2K +114 +4%
VCA
545
Verdence Capital Advisors
Maryland
$604K +$629K +3,088 New
BF
546
BOK Financial
Oklahoma
$604K +$141K +692 +28%
RWP
547
RWA Wealth Partners
Massachusetts
$603K -$126K -620 -17%
EFS
548
Essex Financial Services
Connecticut
$603K -$138K -679 -18%
MWM
549
Meridian Wealth Management
Kentucky
$596K -$101K -495 -14%
SIM
550
Stratos Investment Management
Ohio
$593K +$2.24K +11 +0.4%
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