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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
651
KCS Wealth Advisory
California
$340K – – –
HWM
652
HighMark Wealth Management
Minnesota
$338K – – –
FW
653
FirstPurpose Wealth
Utah
$338K +$64K +334 +25%
WIA
654
World Investment Advisors
California
$338K +$192 +1 +0.1%
LWMT
655
Legacy Wealth Management (Tennessee)
Tennessee
$337K +$319K +1,665 New
COCM
656
Charter Oak Capital Management
New Hampshire
$337K – – –
CWM
657
Connecticut Wealth Management
Connecticut
$337K -$124K -646 -28%
FG
658
Fiduciary Group
Georgia
$336K +$11.3K +59 +4%
BWL
659
Bogart Wealth LLC
Virginia
$336K – – –
WCG
660
Weaver Consulting Group
California
$335K – – –
FC
661
Forte Capital
New York
$333K – – –
CWA
662
Consilio Wealth Advisors
Washington
$330K -$33.2K -173 -10%
BOM
663
Bank of Marin
California
$330K – – –
MCM
664
Manchester Capital Management
Vermont
$329K – – –
BTI
665
Blue Trust Inc
Georgia
$329K +$73.2K +382 +28%
FFBTD
666
First Financial Bank - Trust Division
Ohio
$329K -$192 -1 -0.1%
WCFA
667
Walkner Condon Financial Advisors
Wisconsin
$325K – – –
PP
668
Pegasus Partners
Wisconsin
$325K – – –
CCA
669
Cobblestone Capital Advisors
New York
$324K -$146K -763 -32%
FPFS
670
First Personal Financial Services
North Carolina
$324K -$18.8K -98 -6%
MCM
671
Mitchell Capital Management
Kansas
$323K – – –
CWA
672
Canvas Wealth Advisors
Kansas
$323K -$9.58K -50 -3%
CWM
673
Calamos Wealth Management
Illinois
$323K – – –
AFS
674
Axiom Financial Strategies
Indiana
$323K – – –
OHIS
675
Oak Harvest Investment Services
Texas
$322K -$25.1K -131 -8%
25 26
27
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