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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$352K +$1.05K +6 +0.3%
ACM
602
Allred Capital Management
Texas
$350K -$86.5K -493 -20%
WIA
603
World Investment Advisors
California
$349K -$1.01M -5,749 -74%
FCA
604
Fortis Capital Advisors
Kansas
$348K +$351K +2,000 New
AIA
605
Avalon Investment & Advisory
Texas
$348K – – –
DAC
606
Dividend Assets Capital
South Carolina
$345K -$69K -393 -17%
JFG
607
Jefferies Financial Group
New York
$344K +$347K +1,977 New
UL
608
Unionview LLC
Washington
$344K +$1.58K +9 +0.5%
AWM
609
Apollon Wealth Management
South Carolina
$344K -$426K -2,427 -55%
PP
610
Prosperity Planning
Missouri
$341K – – –
WP
611
WealthSource Partners
California
$340K – – –
WCG
612
Weaver Consulting Group
California
$339K – – –
FWTB
613
First Western Trust Bank
Colorado
$336K – – –
AC
614
Abbrea Capital
California
$336K – – –
AWP
615
Abacus Wealth Partners
California
$334K -$6.49K -37 -2%
PIA
616
Powell Investment Advisors
Florida
$334K +$336K +1,915 New
AAS
617
Annex Advisory Services
Wisconsin
$332K -$16.7K -95 -5%
VIM
618
Vista Investment Management
Pennsylvania
$331K – – –
AA
619
AlphaQ Advisors
Florida
$331K +$333K +1,900 New
CWM
620
Calamos Wealth Management
Illinois
$330K +$22.8K +130 +7%
EW
621
Evoke Wealth
California
$322K -$145K -825 -31%
PWP
622
Principle Wealth Partners
Connecticut
$322K -$90K -513 -22%
SWM
623
Salvus Wealth Management
New Jersey
$322K +$325K +1,850 New
SC
624
Savant Capital
Illinois
$321K +$250K +1,427 +115%
SG
625
StoneX Group
New York
$319K +$56.5K +322 +21%
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