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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
626
Dividend Assets Capital
South Carolina
$345K – – –
SDH
627
Sloy Dahl & Holst
Washington
$344K +$335K +1,842 New
BCG
628
Breakwater Capital Group
New Jersey
$344K +$55.2K +303 +20%
GIM
629
Greenwich Investment Management
Connecticut
$340K +$332K +1,821 New
TBWA
630
Three Bridge Wealth Advisors
California
$339K – – –
CMBA
631
C.M. Bidwell & Associates
Hawaii
$337K -$156K -855 -32%
CWA
632
Consilio Wealth Advisors
Washington
$337K -$85.8K -471 -21%
AI
633
Accredited Investors
Minnesota
$336K +$328K +1,800 New
JIC
634
Johnson Investment Counsel
Ohio
$335K +$326K +1,793 New
AWM
635
Apollon Wealth Management
South Carolina
$333K -$35K -192 -10%
AWA
636
Aletheian Wealth Advisors
Washington
$331K – – –
USCWA
637
U.S. Capital Wealth Advisors
Texas
$330K +$16.9K +93 +6%
FHC
638
First Heartland Consultants
Missouri
$327K +$14.2K +78 +5%
WS
639
Wedbush Securities
California
$327K -$8.38K -46 -3%
PBF
640
Petix & Botte Financial
California
$326K +$317K +1,743 New
WP
641
WealthShield Partners
North Carolina
$325K +$4.55K +25 +1%
FPB
642
First PREMIER Bank
South Dakota
$324K – – –
PCM
643
Passive Capital Management
Maryland
$322K – – –
OHIS
644
Oak Harvest Investment Services
Texas
$322K +$1.27K +7 +0.4%
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$318K – – –
B
646
Bailard
California
$318K – – –
FPFS
647
First Personal Financial Services
North Carolina
$317K – – –
ABC
648
Associated Banc-Corp
Wisconsin
$314K – – –
KWA
649
KCS Wealth Advisory
California
$313K – – –
HWM
650
HighMark Wealth Management
Minnesota
$312K – – –
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