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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
651
World Investment Advisors
California
$311K -$61.9K -340 -17%
COCM
652
Charter Oak Capital Management
New Hampshire
$311K – – –
BWL
653
Bogart Wealth LLC
Virginia
$309K +$52.4K +288 +21%
WCG
654
Weaver Consulting Group
California
$309K -$52.8K -290 -15%
FIA
655
Foundations Investment Advisors
Arizona
$308K +$21.8K +120 +8%
FC
656
Forte Capital
New York
$307K – – –
LNWTC
657
Laird Norton Wetherby Trust Company
Washington
$305K – – –
BOM
658
Bank of Marin
California
$304K – – –
MCM
659
Manchester Capital Management
Vermont
$303K – – –
FFBTD
660
First Financial Bank - Trust Division
Ohio
$303K -$182 -1 -0.1%
WAP
661
Wealthcare Advisory Partners
Pennsylvania
$303K +$295K +1,620 New
CAL
662
Capital Analysts LLC
Pennsylvania
$302K -$78.1K -429 -21%
CWA
663
Canvas Wealth Advisors
Kansas
$302K – – –
WCFA
664
Walkner Condon Financial Advisors
Wisconsin
$300K -$1.46K -8 -0.5%
PP
665
Pegasus Partners
Wisconsin
$300K – – –
RFN
666
RDA Financial Network
Iowa
$300K – – –
FG
667
Fiduciary Group
Georgia
$299K – – –
MIM
668
Miller Investment Management
Pennsylvania
$298K – – –
MCM
669
Mitchell Capital Management
Kansas
$298K – – –
CWM
670
Calamos Wealth Management
Illinois
$298K -$55K -302 -16%
AFS
671
Axiom Financial Strategies
Indiana
$297K -$6.62M -36,356 -96%
SC
672
Schoolcraft Capital
Colorado
$297K -$29.3K -161 -9%
LT
673
Legacy Trust
Michigan
$296K – – –
WCWM
674
Willow Creek Wealth Management
California
$296K – – –
RFC
675
Regions Financial Corp
Alabama
$296K -$38.1K -209 -12%
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