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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
601
Wescott Financial Advisory Group
Pennsylvania
$1.3M +$3.34K +10 +0.3%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$1.29M -$905K -2,713 -42%
TL
603
Tradewinds LLC
North Carolina
$1.29M +$418K +1,253 New
AMM
604
American Money Management
California
$1.29M +$1K +3 +0.1%
HSG
605
Helen Stephens Group
Texas
$1.29M +$3.34K +10 +0.3%
MWM
606
Madrid Wealth Management
New Mexico
$1.28M – – –
FIA
607
Foundations Investment Advisors
Arizona
$1.28M +$173K +520 +16%
APG
608
Abacus Planning Group
South Carolina
$1.26M -$4.67K -14 -0.4%
BCP
609
Berkeley Capital Partners
Georgia
$1.26M +$334 +1 +0%
DWM
610
Diversify Wealth Management
Utah
$1.26M +$159K +477 +15%
DAS
611
Diversify Advisory Services
Utah
$1.26M +$1.24M +3,704 New
CCMG
612
Clark Capital Management Group
Pennsylvania
$1.26M – – –
XT
613
XTX Topco
Cayman Islands
$1.25M -$1.77M -5,294 -59%
LFS
614
Lutz Financial Services
Nebraska
$1.25M -$15.3K -46 -1%
VFIC
615
Valley Forge Investment Consultants
Pennsylvania
$1.25M +$3.67K +11 +0.3%
TWP
616
Triad Wealth Partners
Kansas
$1.24M +$482K +1,445 +68%
HNB
617
Huntington National Bank
Ohio
$1.24M – – –
CWAF
618
Core Wealth Advisors (Florida)
Florida
$1.23M – – –
TP
619
Tranquility Partners
Tennessee
$1.22M -$34K -102 -3%
AC
620
Avestar Capital
New York
$1.22M – – –
BEI
621
Benjamin Edwards Inc
Missouri
$1.22M +$388K +1,162 +49%
SCP
622
Stevens Capital Partners
Nebraska
$1.22M -$3.34K -10 -0.3%
PSA
623
Plum Street Advisors
Louisiana
$1.21M – – –
HNWAG
624
High Net Worth Advisory Group
Florida
$1.2M +$1.33K +4 +0.1%
LSWP
625
Liberty Square Wealth Partners
Pennsylvania
$1.2M – – –
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