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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
551
KM Capital Management
Texas
$1.04M +$622K +2,295 +130%
NG
552
Norden Group
Utah
$1.04M +$330K +1,219 +43%
WAM
553
WealthTrust Asset Management
Florida
$1.04M -$50.4K -186 -4%
DJYG
554
David J. Yvars Group
Florida
$1.04M +$6.77K +25 +0.6%
AMM
555
American Money Management
California
$1.02M +$1.35K +5 +0.1%
CAL
556
Capital Analysts LLC
Pennsylvania
$1.02M -$11.1K -41 -1%
PWA
557
Physician Wealth Advisors
Utah
$994K +$2.44K +9 +0.2%
MA
558
Marquette Associates
Illinois
$983K -$11.1K -41 -1%
CIA
559
Choate Investment Advisors
Massachusetts
$972K – – –
APG
560
Abacus Planning Group
South Carolina
$971K -$29K -107 -3%
CPRC
561
Consolidated Portfolio Review Corp
New York
$970K -$271 -1 -0%
GAM
562
Grandview Asset Management
Pennsylvania
$967K +$12.7K +47 +1%
BCM
563
BluePointe Capital Management
California
$965K +$1.02M +3,753 New
AWA
564
Arkadios Wealth Advisors
Georgia
$964K +$742K +2,739 +271%
BCP
565
Berkeley Capital Partners
Georgia
$960K -$4.06K -15 -0.4%
FIA
566
Foundations Investment Advisors
Arizona
$960K -$219K -807 -18%
TNA
567
True North Advisors
Texas
$958K +$1.01M +3,729 New
HSG
568
Helen Stephens Group
Texas
$949K +$3.52K +13 +0.4%
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$944K +$81K +299 +9%
PI
570
Pachira Investments
California
$944K +$6.23K +23 +0.6%
AFAS
571
Acorn Financial Advisory Services
Virginia
$943K -$106K -392 -10%
GBFP
572
Golden Bell Financial Planning
Georgia
$943K -$26.3K -97 -3%
ACM
573
Advisors Capital Management
New Jersey
$942K -$35.2K -130 -3%
SWM
574
Spire Wealth Management
Virginia
$934K -$10.6K -39 -1%
GFM
575
GEN Financial Management
Minnesota
$925K – – –
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