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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
651
Compass Ion Advisors
Pennsylvania
$922K +$1.48K +5 +0.2%
JSW
652
Journey Strategic Wealth
New Jersey
$922K -$8K -27 -0.9%
ASW
653
Astoria Strategic Wealth
Texas
$913K -$1.18K -4 -0.1%
MFA
654
Mayflower Financial Advisors
Massachusetts
$912K -$4.14K -14 -0.5%
MWP
655
Madison Wealth Partners
Wisconsin
$909K -$5.03K -17 -0.6%
CFA
656
Cahill Financial Advisors
Minnesota
$903K -$53.3K -180 -6%
EL
657
Essex LLC
Illinois
$902K -$142K -481 -14%
RFP
658
Root Financial Partners
California
$902K +$570K +1,924 +191%
FOFP
659
Fee-Only Financial Planning
South Carolina
$900K -$592 -2 -0.1%
BCG
660
Breakwater Capital Group
New Jersey
$886K -$1.78K -6 -0.2%
FCA
661
Fortis Capital Advisors
Kansas
$884K -$9.18K -31 -1%
OCG
662
Opus Capital Group
Ohio
$882K +$2.37K +8 +0.3%
CCA
663
Clarity Capital Advisors
Florida
$866K +$2.37K +8 +0.3%
VAF
664
Values Added Financial
District of Columbia
$862K – – –
CCWM
665
Cassaday & Co Wealth Management
Virginia
$855K +$1.18K +4 +0.1%
CT
666
Coastline Trust
Rhode Island
$855K – – –
TIA
667
Traphagen Investment Advisors
New Jersey
$853K +$104K +350 +14%
NG
668
Norden Group
Utah
$847K +$19.5K +66 +2%
MWA
669
Meridian Wealth Advisors
Texas
$847K – – –
CFS
670
CGC Financial Services
Oregon
$841K – – –
TCOV
671
Trust Company of Vermont
Vermont
$840K -$679K -2,294 -46%
B
672
Bailard
California
$834K – – –
AWM
673
Apollon Wealth Management
South Carolina
$833K +$75.2K +254 +10%
RWM
674
Rockwood Wealth Management
Pennsylvania
$828K – – –
SAS
675
SMI Advisory Services
Indiana
$822K -$37.3K -126 -5%
25 26
27
28 29