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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
651
U.S. Capital Wealth Advisors
Texas
$943K +$276K +881 +39%
PWA
652
Primoris Wealth Advisors
Florida
$942K – – –
MFA
653
Mayflower Financial Advisors
Massachusetts
$934K -$6.26K -20 -0.6%
SIM
654
Stratos Investment Management
Ohio
$928K +$9.39K +30 +1%
MFT
655
Moisand Fitzgerald Tamayo
Florida
$927K -$16K -51 -2%
AM
656
Atwater Malick
Pennsylvania
$926K – – –
FNB
657
Farmers National Bank
Kentucky
$922K -$7.82K -25 -0.8%
JSW
658
Journey Strategic Wealth
New Jersey
$919K +$7.82K +25 +0.8%
RA
659
Rodgers & Associates
Pennsylvania
$917K -$366K -1,170 -28%
DAS
660
Daybright Advisory Services
Florida
$916K +$2.82K +9 +0.3%
FWCM
661
Ferguson Wellman Capital Management
Oregon
$900K – – –
RFP
662
Root Financial Partners
California
$899K -$8.13K -26 -0.9%
JCM
663
Jacobi Capital Management
Pennsylvania
$899K – – –
SCA
664
Strathmore Capital Advisors
North Carolina
$893K -$147K -469 -15%
WCFA
665
Walkner Condon Financial Advisors
Wisconsin
$888K -$24.4K -78 -3%
ASW
666
Astoria Strategic Wealth
Texas
$887K +$626 +2 +0.1%
VCA
667
Verdence Capital Advisors
Maryland
$884K +$2.19K +7 +0.2%
WWM
668
Western Wealth Management
Colorado
$883K +$13.5K +43 +1%
MWP
669
Madison Wealth Partners
Wisconsin
$883K +$313 +1 +0%
FOFP
670
Fee-Only Financial Planning
South Carolina
$874K – – –
CIC
671
Carnegie Investment Counsel
Ohio
$872K -$495K -1,581 -35%
ICP
672
Interchange Capital Partners
Pennsylvania
$871K -$11.6K -37 -1%
GFM
673
GEN Financial Management
Minnesota
$868K – – –
RDWM
674
Red Door Wealth Management
Tennessee
$867K -$51.9K -166 -5%
TIA
675
Traphagen Investment Advisors
New Jersey
$864K +$36.6K +117 +4%
25 26
27
28 29