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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
526
Crescent Grove Advisors
Illinois
$809K -$98.3K -481 -11%
GA
527
GSG Advisors
New Jersey
$806K +$765K +3,742 New
SHGA
528
Sand Hill Global Advisors
California
$805K – – –
PI
529
Pachira Investments
California
$795K +$50.7K +248 +7%
LWM
530
Liberty Wealth Management
California
$794K -$735K -3,594 -99%
ONB
531
Old National Bancorp
Indiana
$783K +$220K +1,075 +43%
SL
532
Salomon & Ludwin
Virginia
$780K – – –
CFS
533
CGC Financial Services
Oregon
$775K – – –
FA
534
FF Advisors
California
$774K +$725K +3,547 New
ECM
535
Evergreen Capital Management
Washington
$774K +$204 +1 +0%
BIA
536
Bell Investment Advisors
California
$771K -$51.9K -254 -7%
MMPW
537
Mitchell McLeod Pugh & Williams
Alabama
$769K +$204 +1 +0%
VFIC
538
Valley Forge Investment Consultants
Pennsylvania
$768K -$268K -1,313 -27%
PSA
539
Plum Street Advisors
Louisiana
$766K +$717K +3,510 New
EFG
540
Embree Financial Group
Illinois
$765K +$716K +3,505 New
PBF
541
Petix & Botte Financial
California
$761K +$409 +2 +0.1%
MFT
542
Moisand Fitzgerald Tamayo
Florida
$759K – – –
KL
543
KWMG LLC
Kansas
$759K – – –
BO
544
Bank OZK
Arkansas
$758K – – –
TFM
545
TFC Financial Management
Massachusetts
$756K +$27.4K +134 +4%
ICP
546
Interchange Capital Partners
Pennsylvania
$752K +$409 +2 +0.1%
MCM
547
Morton Capital Management
California
$752K +$18.2K +89 +3%
OC
548
Oakworth Capital
Alabama
$749K -$818 -4 -0.1%
WFAG
549
Wescott Financial Advisory Group
Pennsylvania
$748K +$2.86K +14 +0.4%
LWM
550
LongView Wealth Management
Georgia
$743K +$697K +3,412 New
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