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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
651
Traphagen Investment Advisors
New Jersey
$638K – – –
MCM
652
McDonough Capital Management
Florida
$637K -$28.2K -111 -4%
PWA
653
Peterson Wealth Advisors
Utah
$633K -$10.1K -40 -2%
CCA
654
Clarity Capital Advisors
Florida
$633K +$2.03K +8 +0.3%
KFGK
655
Keystone Financial Group (Kentucky)
Kentucky
$632K +$609K +2,400 New
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$631K – – –
LC
657
Lindbrook Capital
California
$631K – – –
MA
658
Mutual Advisors
Nebraska
$630K +$114K +449 +23%
RWM
659
Rezny Wealth Management
Florida
$628K – – –
PHWM
660
Pine Harbor Wealth Management
Maryland
$623K +$384K +1,513 +177%
PI
661
PFG Investments
New York
$622K -$3.55K -14 -0.6%
SF
662
Safeguard Financial
Wisconsin
$621K – – –
WAG
663
Winthrop Advisory Group
Massachusetts
$620K +$761 +3 +0.1%
ES
664
ETF Store
Kansas
$620K +$1.78K +7 +0.3%
QP
665
Quartz Partners
New York
$620K +$597K +2,353 New
UBV
666
United Bank (Virginia)
Virginia
$618K – – –
BBA
667
Braun-Bostich & Associates
Pennsylvania
$617K – – –
BFS
668
Beacon Financial Strategies
North Carolina
$613K – – –
SMA
669
Sage Mountain Advisors
Georgia
$611K +$302K +1,191 +106%
PCS
670
Personal CFO Solutions
New Jersey
$608K +$5.07K +20 +0.9%
BFM
671
Boston Financial Management
Massachusetts
$603K – – –
EA
672
Efficient Advisors
Ohio
$596K -$20.3K -80 -3%
CSB
673
City State Bank
Iowa
$595K -$25.4K -100 -4%
AWM
674
Ariadne Wealth Management
California
$591K +$547K +2,158 New
TC
675
Trust Company
Kansas
$583K – – –
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