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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Maridea Wealth Management
New York
$1.28M +$284K +1,076 +31%
AWA
552
Arkadios Wealth Advisors
Georgia
$1.28M +$196K +742 +20%
TBC
553
Ted Buchan & Co
California
$1.28M +$3.42K +13 +0.3%
FLPIM
554
F.L. Putnam Investment Management
Massachusetts
$1.26M -$7.11K -27 -0.6%
MCM
555
MontVue Capital Management
Virginia
$1.26M – – –
BP
556
BWM Planning
Texas
$1.25M – – –
SWM
557
Silverlake Wealth Management
Vermont
$1.23M -$92.2K -350 -7%
KLI
558
Kelman-Lazarov Inc
Tennessee
$1.23M +$1.14M +4,312 New
SOAG
559
Silver Oak Advisory Group
Oregon
$1.22M – – –
SQA
560
Simon Quick Advisors
New Jersey
$1.21M -$197K -746 -15%
RA
561
Rodgers & Associates
Pennsylvania
$1.21M – – –
PWM
562
Perigon Wealth Management
California
$1.2M -$37.7K -143 -3%
NHC
563
Nicholas Hoffman & Company
Georgia
$1.2M – – –
MA
564
Marquette Associates
Illinois
$1.19M +$89.6K +340 +9%
PFG
565
Pacific Financial Group
Washington
$1.18M – – –
FCM
566
Fortis Capital Management
Washington
$1.17M -$20.8K -79 -2%
LDB
567
Lee, Danner & Bass
Tennessee
$1.16M -$527 -2 -0%
DJYG
568
David J. Yvars Group
Florida
$1.15M – – –
BF
569
BOK Financial
Oklahoma
$1.15M -$152K -575 -13%
AMM
570
American Money Management
California
$1.13M – – –
CAL
571
Capital Analysts LLC
Pennsylvania
$1.13M – – –
PWA
572
Physician Wealth Advisors
Utah
$1.1M – – –
ACM
573
Advisors Capital Management
New Jersey
$1.1M +$49.8K +189 +5%
BAM
574
Belpointe Asset Management
Nevada
$1.1M +$299K +1,134 +42%
PI
575
Pachira Investments
California
$1.1M +$38.7K +147 +4%
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