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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
676
Nicolet Advisory Services
Wisconsin
$466K – – –
FWTB
677
First Western Trust Bank
Colorado
$463K – – –
AC
678
Abbrea Capital
California
$462K – – –
SWA
679
Sax Wealth Advisors
New Jersey
$462K +$7.55K +33 +2%
KFGK
680
Keystone Financial Group (Kentucky)
Kentucky
$457K +$107K +466 +32%
CFD
681
Creative Financial Designs
Indiana
$457K -$6.86K -30 -2%
VIM
682
Vista Investment Management
Pennsylvania
$456K – – –
CTWM
683
Cherry Tree Wealth Management
Minnesota
$455K – – –
PCM
684
Passive Capital Management
Maryland
$454K – – –
FCBT
685
First Citizens Bank & Trust
North Carolina
$452K +$431K +1,885 New
MW
686
Marcum Wealth
Ohio
$451K +$2.75K +12 +0.6%
SI
687
Stephens Inc
Arkansas
$450K -$686 -3 -0.2%
DP
688
Denver PWM
Colorado
$448K +$50.6K +221 +13%
RIM
689
Rockbridge Investment Management
New York
$447K -$182K -797 -30%
SFG
690
Synergy Financial Group
California
$444K +$188K +822 +80%
EA
691
Everpar Advisors
Oklahoma
$444K -$108K -470 -20%
GC
692
Grimes & Company
Massachusetts
$443K +$3.89K +17 +0.9%
ZIM
693
Zacks Investment Management
Illinois
$439K +$915 +4 +0.2%
TBWA
694
Three Bridge Wealth Advisors
California
$435K – – –
ACM
695
Allred Capital Management
Texas
$434K -$44.6K -195 -10%
CGPCS
696
Capital Group Private Client Services
California
$432K +$47.6K +208 +13%
AWP
697
Abacus Wealth Partners
California
$432K -$8.47K -37 -2%
PWM
698
PBMares Wealth Management
Virginia
$429K -$6.41K -28 -2%
DFA
699
Delta Financial Advisors
Louisiana
$427K -$57.2K -250 -12%
AWA
700
Aletheian Wealth Advisors
Washington
$425K – – –
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