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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
601
FSM Wealth Advisors
Ohio
$1.3M +$5.62K +18 +0.4%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$1.3M -$97.1K -311 -7%
LDB
603
Lee, Danner & Bass
Tennessee
$1.29M -$15.6K -50 -1%
ASC
604
Atalanta Sosnoff Capital
New York
$1.26M +$579K +1,855 +86%
CAL
605
Capital Analysts LLC
Pennsylvania
$1.25M – – –
EWA
606
Exencial Wealth Advisors
Oklahoma
$1.24M +$15.3K +49 +1%
FAI
607
Fiduciary Advisors Inc
Missouri
$1.23M +$6.25K +20 +0.5%
AMM
608
American Money Management
California
$1.22M -$33.1K -106 -3%
AIM
609
Aspen Investment Management
Michigan
$1.21M +$656K +2,100 +121%
DJYG
610
David J. Yvars Group
Florida
$1.2M -$20.9K -67 -2%
SPIO
611
Seven Post Investment Office
California
$1.2M – – –
WFAG
612
Wescott Financial Advisory Group
Pennsylvania
$1.19M +$5.62K +18 +0.5%
TNA
613
True North Advisors
Texas
$1.17M +$1.16M +3,729 New
HSG
614
Helen Stephens Group
Texas
$1.17M +$6.25K +20 +0.5%
MWM
615
Madrid Wealth Management
New Mexico
$1.17M +$1.16M +3,717 New
APG
616
Abacus Planning Group
South Carolina
$1.17M -$24.7K -79 -2%
AWM
617
Austin Wealth Management
Texas
$1.16M -$551K -1,766 -33%
E
618
EntreWealth
Texas
$1.16M -$551K -1,766 -33%
LFS
619
Lutz Financial Services
Nebraska
$1.16M +$15.3K +49 +1%
TP
620
Tranquility Partners
Tennessee
$1.15M -$9.37K -30 -0.8%
BCP
621
Berkeley Capital Partners
Georgia
$1.15M -$20.6K -66 -2%
CCMG
622
Clark Capital Management Group
Pennsylvania
$1.15M – – –
GAM
623
Grandview Asset Management
Pennsylvania
$1.14M -$56.5K -181 -5%
HNB
624
Huntington National Bank
Ohio
$1.14M – – –
VFIC
625
Valley Forge Investment Consultants
Pennsylvania
$1.14M +$6.25K +20 +0.6%
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