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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
601
Aire Advisors
California
$320K +$1.13K +6 +0.3%
SC
602
Schoolcraft Capital
Colorado
$320K – – –
PWP
603
Principle Wealth Partners
Connecticut
$319K -$6.95K -37 -2%
MA
604
Mezzasalma Advisors
New Jersey
$314K -$938 -5 -0.3%
TBWA
605
Three Bridge Wealth Advisors
California
$313K – – –
SAS
606
SMI Advisory Services
Indiana
$310K -$3.19K -17 -0.9%
CW
607
CreativeOne Wealth
Kansas
$310K +$5.63K +30 +2%
FG
608
Fiduciary Group
Georgia
$308K – – –
AWA
609
Aletheian Wealth Advisors
Washington
$305K -$55.7K -297 -14%
CWM
610
Calamos Wealth Management
Illinois
$304K – – –
FHC
611
First Heartland Consultants
Missouri
$304K +$5.63K +30 +2%
BTI
612
Blue Trust Inc
Georgia
$302K +$272K +1,448 New
WCFA
613
Walkner Condon Financial Advisors
Wisconsin
$300K +$17.6K +94 +6%
FPB
614
First PREMIER Bank
South Dakota
$299K +$316K +1,682 +3,235%
ACM
615
Atlanta Capital Management
Georgia
$299K +$326K +1,735 New
ABC
616
Associated Banc-Corp
Wisconsin
$298K -$2.63K -14 -0.8%
B
617
Bailard
California
$298K – – –
PCM
618
Passive Capital Management
Maryland
$297K – – –
CGPCS
619
Capital Group Private Client Services
California
$297K +$33K +176 +11%
AA
620
Addison Advisors
Vermont
$296K – – –
TNA
621
True North Advisors
Texas
$296K – – –
WCWM
622
Willow Creek Wealth Management
California
$295K -$19.5K -104 -6%
FWM
623
Fairhaven Wealth Management
Illinois
$295K +$321K +1,709 New
FF
624
Financial Futures
New Jersey
$294K – – –
FHA
625
First Horizon Advisors
Tennessee
$294K +$94.8K +505 +42%
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