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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
626
Three Bridge Wealth Advisors
California
$316K – – –
WS
627
Wedbush Securities
California
$313K -$21.9K -125 -6%
CW
628
CreativeOne Wealth
Kansas
$313K -$20.4K -116 -6%
FW
629
FirstPurpose Wealth
Utah
$312K +$314K +1,791 New
RFC
630
Regions Financial Corp
Alabama
$312K +$36.7K +209 +13%
AWA
631
Aletheian Wealth Advisors
Washington
$309K – – –
KFP
632
KMG Fiduciary Partners
Ohio
$308K +$311K +1,770 New
NCM
633
Novare Capital Management
North Carolina
$306K +$308K +1,755 New
SC
634
Schoolcraft Capital
Colorado
$305K -$18.1K -103 -6%
FPB
635
First PREMIER Bank
South Dakota
$302K – – –
SF
636
Synovus Financial
Georgia
$301K +$175 +1 +0.1%
PCM
637
Passive Capital Management
Maryland
$300K – – –
SWA
638
Sax Wealth Advisors
New Jersey
$299K -$28.6K -163 -9%
OHIS
639
Oak Harvest Investment Services
Texas
$299K +$1.4K +8 +0.5%
WP
640
WealthShield Partners
North Carolina
$299K +$4.04K +23 +1%
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$297K +$54.2K +309 +22%
FT
642
Fiduciary Trust
Massachusetts
$296K +$34K +194 +13%
B
643
Bailard
California
$296K – – –
FPFS
644
First Personal Financial Services
North Carolina
$296K – – –
ABC
645
Associated Banc-Corp
Wisconsin
$292K -$8.6K -49 -3%
KWA
646
KCS Wealth Advisory
California
$292K -$199K -1,134 -40%
NAS
647
Nicolet Advisory Services
Wisconsin
$292K +$284K +1,619 New
FHC
648
First Heartland Consultants
Missouri
$292K -$16.7K -95 -5%
USCWA
649
U.S. Capital Wealth Advisors
Texas
$291K +$1.23K +7 +0.4%
KIA
650
KCM Investment Advisors
California
$291K – – –
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