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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
526
Appleton Partners
Massachusetts
$1.16M – – –
RA
527
Rodgers & Associates
Pennsylvania
$1.16M – – –
NWAG
528
Net Worth Advisory Group
Utah
$1.16M +$6.5K +24 +0.6%
BF
529
BOK Financial
Oklahoma
$1.16M – – –
SOAG
530
Silver Oak Advisory Group
Oregon
$1.16M – – –
FWP
531
FAS Wealth Partners
Kansas
$1.15M -$7.04K -26 -0.6%
WAM
532
WealthTrust Asset Management
Florida
$1.14M -$137K -506 -11%
GF
533
Gries Financial
Ohio
$1.14M – – –
NHC
534
Nicholas Hoffman & Company
Georgia
$1.13M – – –
FCM
535
Fortis Capital Management
Washington
$1.12M -$20.3K -75 -2%
LDB
536
Lee, Danner & Bass
Tennessee
$1.12M -$13.5K -50 -1%
HNB
537
Huntington National Bank
Ohio
$1.12M – – –
RCAG
538
Rehmann Capital Advisory Group
Michigan
$1.11M -$8.67K -32 -0.8%
PFG
539
Pacific Financial Group
Washington
$1.11M – – –
AFAS
540
Acorn Financial Advisory Services
Virginia
$1.1M -$98.4K -363 -8%
CA
541
Clune & Associates
Illinois
$1.09M +$1.1M +4,055 New
DJYG
542
David J. Yvars Group
Florida
$1.08M -$271 -1 -0%
CAL
543
Capital Analysts LLC
Pennsylvania
$1.08M -$27.4K -101 -2%
KWA
544
Kingswood Wealth Advisors
California
$1.07M -$2.25M -8,305 -68%
AIM
545
Athena Investment Management
California
$1.07M +$198K +730 +23%
AMM
546
American Money Management
California
$1.07M +$2.44K +9 +0.2%
APG
547
Abacus Planning Group
South Carolina
$1.05M – – –
MA
548
Marquette Associates
Illinois
$1.04M +$464K +1,712 +79%
PWA
549
Physician Wealth Advisors
Utah
$1.04M -$29.8K -110 -3%
SC
550
Slow Capital
California
$1.02M +$7.32K +27 +0.7%
20 21
22
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