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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
626
Cahill Financial Advisors
Minnesota
$754K – – –
FOFP
627
Fee-Only Financial Planning
South Carolina
$752K – – –
B
628
Bailard
California
$739K -$14.6K -54 -2%
OCG
629
Opus Capital Group
Ohio
$735K +$774K +2,858 New
FFN
630
Focus Financial Network
Minnesota
$725K +$21.7K +80 +3%
CIC
631
Carnegie Investment Counsel
Ohio
$724K +$4.61K +17 +0.5%
BO
632
Bank OZK
Arkansas
$721K -$38.5K -142 -5%
VAF
633
Values Added Financial
District of Columbia
$720K – – –
CT
634
Coastline Trust
Rhode Island
$714K +$7.31K +27 +1%
CCWM
635
Cassaday & Co Wealth Management
Virginia
$713K -$9.75K -36 -1%
CCMG
636
Clark Capital Management Group
Pennsylvania
$709K – – –
MA
637
MBA Advisors
Pennsylvania
$709K +$10.6K +39 +1%
MWA
638
Meridian Wealth Advisors
Texas
$707K – – –
CFS
639
CGC Financial Services
Oregon
$702K – – –
CC
640
Callan Capital
California
$700K +$212K +782 +40%
WA
641
Waverly Advisors
Alabama
$699K +$14.6K +54 +2%
BAM
642
Belpointe Asset Management
Nevada
$699K +$448K +1,653 +155%
FCA
643
Fortis Capital Advisors
Kansas
$699K +$448K +1,653 +155%
BCG
644
Breakwater Capital Group
New Jersey
$695K -$542 -2 -0.1%
RWM
645
Rockwood Wealth Management
Pennsylvania
$692K – – –
SIM
646
Studio Investment Management
Illinois
$678K +$349K +1,287 +95%
SL
647
Salomon & Ludwin
Virginia
$677K -$69.9K -258 -9%
LWM
648
LongView Wealth Management
Georgia
$676K -$145K -536 -17%
GA
649
Goldstein Advisors
Wisconsin
$675K – – –
LL
650
LPWM LLC
Minnesota
$663K – – –
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