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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
551
CWA Asset Management Group
Florida
$1.65M +$53K +159 +3%
BAM
552
Belpointe Asset Management
Nevada
$1.65M +$209K +626 +15%
BOPW
553
Brandywine Oak Private Wealth
Pennsylvania
$1.65M – – –
GCP
554
Gill Capital Partners
Colorado
$1.64M – – –
EFP
555
EnRich Financial Partners
Wisconsin
$1.64M -$253K -757 -14%
MA
556
Mutual Advisors
Nebraska
$1.61M -$10K -30 -0.6%
MT
557
Midwest Trust
Kansas
$1.61M -$79.1K -237 -5%
CW
558
Cedarwood Wealth
Colorado
$1.6M +$4.67K +14 +0.3%
KFI
559
Key Financial Inc
Pennsylvania
$1.6M – – –
PFA
560
Pathway Financial Advisors
Vermont
$1.59M -$88.7K -266 -5%
PWM
561
Perigon Wealth Management
California
$1.59M -$667 -2 -0%
BF
562
BOK Financial
Oklahoma
$1.59M – – –
AIS
563
Advocate Investing Services
Maryland
$1.58M – – –
SWGC
564
Summit Wealth Group (Colorado)
Colorado
$1.58M – – –
NHC
565
Nicholas Hoffman & Company
Georgia
$1.56M – – –
G
566
GenTrust
Florida
$1.56M – – –
SWP
567
Sagespring Wealth Partners
Tennessee
$1.55M -$83.1K -249 -5%
AWM
568
Angeles Wealth Management
California
$1.55M +$1.46M +4,391 +3,818%
EPW
569
Endeavor Private Wealth
Kansas
$1.54M – – –
W
570
WealthCollab
Washington
$1.54M – – –
RWP
571
RWA Wealth Partners
Massachusetts
$1.54M +$582K +1,745 +64%
PFPG
572
Pinnacle Financial Partners (Georgia)
Georgia
$1.54M -$175K -524 -11%
MCM
573
MontVue Capital Management
Virginia
$1.52M – – –
AP
574
Appleton Partners
Massachusetts
$1.51M – – –
ACA
575
Anchor Capital Advisors
Massachusetts
$1.5M -$25K -75 -2%
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