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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
676
TruWealth Advisors
Louisiana
$438K +$109K +532 +36%
ACM
677
Allred Capital Management
Texas
$438K +$1.43K +7 +0.4%
AAS
678
Annex Advisory Services
Wisconsin
$437K -$4.09K -20 -1%
GC
679
Gratus Capital
Georgia
$436K – – –
CRC
680
Curi RMB Capital
Illinois
$436K +$128K +627 +46%
JIC
681
Johnson Investment Counsel
Ohio
$435K +$14.5K +71 +4%
NCM
682
Novare Capital Management
North Carolina
$434K – – –
MWM
683
MY Wealth Management
Maryland
$432K – – –
CFG
684
Cooper Financial Group
California
$431K +$204 +1 +0.1%
WP
685
WealthSource Partners
California
$426K – – –
MWM
686
Meritas Wealth Management
California
$424K +$398K +1,945 New
CFD
687
Creative Financial Designs
Indiana
$422K +$3.68K +18 +0.9%
FWTB
688
First Western Trust Bank
Colorado
$421K – – –
MWM
689
Mission Wealth Management
California
$421K – – –
NAS
690
Nicolet Advisory Services
Wisconsin
$421K – – –
AC
691
Abbrea Capital
California
$420K – – –
VIM
692
Vista Investment Management
Pennsylvania
$414K – – –
CTWM
693
Cherry Tree Wealth Management
Minnesota
$414K – – –
SWA
694
Sax Wealth Advisors
New Jersey
$413K – – –
PCM
695
Passive Capital Management
Maryland
$413K – – –
SI
696
Stephens Inc
Arkansas
$410K +$613 +3 +0.2%
MW
697
Marcum Wealth
Ohio
$408K – – –
PWP
698
Principle Wealth Partners
Connecticut
$404K – – –
AWP
699
Abacus Wealth Partners
California
$401K – – –
GC
700
Grimes & Company
Massachusetts
$399K -$393K -1,922 -51%
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