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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
676
Wedgewood Investors
Pennsylvania
$211K – – –
MA
677
Mezzasalma Advisors
New Jersey
$209K -$99.6K -548 -30%
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K – – –
SFPM
679
Sensible Financial Planning & Management
Massachusetts
$208K – – –
IGWM
680
ICA Group Wealth Management
Colorado
$208K +$909 +5 +0.4%
PP
681
PDS Planning
Ohio
$207K +$230K +1,265 New
OWP
682
Obermeyer Wealth Partners
Colorado
$207K +$230K +1,267 New
GMA
683
Goldstein Munger & Associates
California
$206K +$229K +1,257 New
CAM
684
Carret Asset Management
New York
$205K – – –
JIC
685
Johnson Investment Counsel
Ohio
$205K +$228K +1,253 New
AWA
686
Archvest Wealth Advisors
California
$204K +$909 +5 +0.4%
FFG
687
Fullen Financial Group
Ohio
$204K +$210K +1,157 New
SC
688
Savant Capital
Illinois
$203K +$226K +1,242 New
WSFS
689
Wilmington Savings Fund Society
Delaware
$202K – – –
SWM
690
Selective Wealth Management
Virginia
$195K -$167K -916 -43%
FA
691
Financial Advantage
Maryland
$190K – – –
AF
692
Advisornet Financial
Minnesota
$188K – – –
SWM
693
Spire Wealth Management
Virginia
$185K -$185K -1,020 -47%
DI
694
Disciplined Investments
Oklahoma
$185K -$3.82K -21 -2%
BA
695
Ballast Advisors
Minnesota
$185K – – –
IA
696
IFP Advisors
Florida
$180K +$4K +22 +2%
ADL
697
Asset Dedication LLC
California
$176K +$196K +1,076 New
OFG
698
Oxford Financial Group
Indiana
$172K – – –
SIC
699
Salem Investment Counselors
North Carolina
$171K – – –
FFA
700
Founders Financial Alliance
North Carolina
$164K -$228K -1,253 -56%
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