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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
676
Brookstone Capital Management
Illinois
$270K +$7.37K +42 +3%
BCG
677
Breakwater Capital Group
New Jersey
$268K +$270K +1,538 New
APW
678
Acima Private Wealth
Virginia
$267K – – –
LFGO
679
Legacy Financial Group (Oklahoma)
Oklahoma
$267K +$269K +1,535 New
CPO
680
Cerity Partners OCIO
New York
$266K +$30.4K +173 +13%
FIA
681
Foundations Investment Advisors
Arizona
$266K +$268K +1,526 New
RIA
682
Regal Investment Advisors
Michigan
$265K -$33.5K -191 -11%
CWM
683
Congress Wealth Management
Massachusetts
$264K -$5.26K -30 -2%
SBL
684
Sargent Bickham Lagudis
Colorado
$264K – – –
WI
685
Wintrust Investments
Illinois
$262K +$351 +2 +0.1%
VWM
686
Venturi Wealth Management
Texas
$262K -$3.68K -21 -1%
SCM
687
SOL Capital Management
Maryland
$261K – – –
MHS
688
M Holdings Securities
Oregon
$259K -$252K -1,434 -49%
WCF
689
West Coast Financial
California
$258K +$259K +1,479 New
OPS
690
Orion Portfolio Solutions
Nebraska
$257K +$259K +1,476 New
KFGK
691
Keystone Financial Group (Kentucky)
Kentucky
$255K – – –
MPCG
692
Matrix Private Capital Group
New York
$254K – – –
TA
693
TruWealth Advisors
Louisiana
$251K +$13.2K +75 +5%
TWP
694
Total Wealth Planning
Ohio
$251K -$79.1K -451 -24%
SCM
695
Sterneck Capital Management
Missouri
$248K – – –
FHA
696
First Horizon Advisors
Tennessee
$248K -$49.8K -284 -17%
DI
697
DFPG Investments
Utah
$247K +$240K +1,369 New
AA
698
Aire Advisors
California
$246K -$78.8K -449 -24%
SSWG
699
Seven Springs Wealth Group
Tennessee
$244K – – –
MIA
700
MainStreet Investment Advisors
Illinois
$243K -$24.6K -140 -9%
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