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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
676
Willow Creek Wealth Management
California
$321K – – –
CGPCS
677
Capital Group Private Client Services
California
$320K +$1.15K +6 +0.4%
WS
678
Wedbush Securities
California
$317K -$36.4K -190 -11%
WAP
679
Wealthcare Advisory Partners
Pennsylvania
$317K -$10.9K -57 -4%
OA
680
Oxbow Advisors
Texas
$317K – – –
HCMT
681
Highland Capital Management (Tennessee)
Tennessee
$316K – – –
DAC
682
Dividend Assets Capital
South Carolina
$316K -$80.3K -419 -21%
MIM
683
Miller Investment Management
Pennsylvania
$315K -$7.67K -40 -3%
APW
684
Acima Private Wealth
Virginia
$311K – – –
LFGO
685
Legacy Financial Group (Oklahoma)
Oklahoma
$311K – – –
FF
686
Financial Futures
New Jersey
$309K -$7.86K -41 -3%
RIA
687
Regal Investment Advisors
Michigan
$308K – – –
CWC
688
Carolinas Wealth Consulting
North Carolina
$307K -$11.3K -59 -4%
PI
689
PFG Investments
New York
$305K +$4.41K +23 +2%
WA
690
WBH Advisory
Maryland
$302K +$285K +1,489 New
RFN
691
RDA Financial Network
Iowa
$301K -$22.6K -118 -7%
TA
692
TruWealth Advisors
Louisiana
$299K -$9.01K -47 -3%
SC
693
Schoolcraft Capital
Colorado
$298K -$22.6K -118 -7%
KA
694
Klingman & Associates
New York
$298K +$282K +1,469 New
KFGK
695
Keystone Financial Group (Kentucky)
Kentucky
$297K +$281K +1,466 New
JFG
696
Jefferies Financial Group
New York
$295K -$102K -532 -27%
LT
697
Legacy Trust
Michigan
$290K -$29.9K -156 -10%
SCM
698
Sterneck Capital Management
Missouri
$289K – – –
FA
699
Financial Advantage
Maryland
$288K – – –
FIS
700
Fischer Investment Strategies
California
$286K +$270K +1,411 New
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