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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
601
Mayflower Financial Advisors
Massachusetts
$702K -$480 -2 -0.1%
AFG
602
Atomi Financial Group
New York
$701K – – –
SFG
603
Synergy Financial Group
California
$701K +$229K +954 +51%
VAF
604
Values Added Financial
District of Columbia
$699K – – –
AFS
605
Annapolis Financial Services
Maryland
$698K -$197K -822 -23%
CCWM
606
Cassaday & Co Wealth Management
Virginia
$692K – – –
AHC
607
Anderson Hoagland & Co
Missouri
$691K – – –
IAN
608
Integrated Advisors Network
Texas
$690K +$6.25K +26 +0.9%
AC
609
AWM Capital
Arizona
$690K – – –
CCMG
610
Clark Capital Management Group
Pennsylvania
$689K +$406K +1,691 +158%
CT
611
Coastline Trust
Rhode Island
$686K – – –
MWA
612
Meridian Wealth Advisors
Texas
$686K – – –
AWM
613
Apollon Wealth Management
South Carolina
$686K +$44.4K +185 +7%
BCM
614
Brookstone Capital Management
Illinois
$683K -$94.2K -392 -13%
BCG
615
Breakwater Capital Group
New Jersey
$675K – – –
HR
616
Hardy Reed
Mississippi
$667K – – –
JIC
617
Johnson Investment Counsel
Ohio
$664K -$110K -456 -15%
LL
618
LPWM LLC
Minnesota
$656K – – –
EFG
619
Embree Financial Group
Illinois
$651K -$22.1K -92 -3%
RWP
620
RWA Wealth Partners
Massachusetts
$650K -$45.6K -190 -7%
BF
621
BOK Financial
Oklahoma
$648K -$121K -504 -16%
NCM
622
Novare Capital Management
North Carolina
$637K – – –
MA
623
MBA Advisors
Pennsylvania
$634K -$47.3K -197 -7%
MCM
624
McDonough Capital Management
Florida
$631K +$607K +2,529 New
GA
625
Goldstein Advisors
Wisconsin
$630K +$42.5K +177 +8%
23 24
25
26 27