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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
676
Wedgewood Investors
Pennsylvania
$268K – – –
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K – – –
SFPM
678
Sensible Financial Planning & Management
Massachusetts
$266K – – –
IFA
679
Index Fund Advisors
California
$265K +$1.23K +6 +0.5%
CAM
680
Carret Asset Management
New York
$261K – – –
WSFS
681
Wilmington Savings Fund Society
Delaware
$258K – – –
AWA
682
Archvest Wealth Advisors
California
$258K +$616 +3 +0.2%
RTL
683
Red Tortoise LLC
Georgia
$254K +$250K +1,219 New
TWM
684
Trevian Wealth Management
Massachusetts
$253K – – –
FHA
685
First Horizon Advisors
Tennessee
$252K -$112K -544 -31%
KC
686
Kingfisher Capital
North Carolina
$252K +$822 +4 +0.3%
SCP
687
Shorepoint Capital Partners
Massachusetts
$252K +$18.7K +91 +8%
IAA
688
Ironsides Asset Advisors
North Carolina
$250K – – –
SIA
689
Schechter Investment Advisors
Michigan
$250K – – –
WCF
690
West Coast Financial
California
$250K – – –
WI
691
Wintrust Investments
Illinois
$250K +$205 +1 +0.1%
WAP
692
Wealthcare Advisory Partners
Pennsylvania
$249K -$48.7K -237 -17%
SCM
693
Southport Capital Management
Tennessee
$248K -$242K -1,178 -50%
WPC
694
Waters Parkerson & Co
Louisiana
$248K +$20.5K +100 +9%
AF
695
Advisornet Financial
Minnesota
$247K – – –
SSWM
696
Smith Salley Wealth Management
North Carolina
$246K – – –
HCM
697
Howland Capital Management
Massachusetts
$244K – – –
WDG
698
Wealth Dimensions Group
Ohio
$244K – – –
MIM
699
Marco Investment Management
Georgia
$243K – – –
FA
700
Financial Advantage
Maryland
$242K – – –
26 27
28
29 30