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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
676
Jacobi Capital Management
Pennsylvania
$947K – – –
CIA
677
Compass Ion Advisors
Pennsylvania
$943K – – –
ASW
678
Astoria Strategic Wealth
Texas
$933K – – –
MWP
679
Madison Wealth Partners
Wisconsin
$930K +$625 +2 +0.1%
VCA
680
Verdence Capital Advisors
Maryland
$930K +$1.87K +6 +0.2%
FOFP
681
Fee-Only Financial Planning
South Carolina
$921K – – –
WWM
682
Western Wealth Management
Colorado
$917K -$190K -609 -17%
GFM
683
GEN Financial Management
Minnesota
$914K -$99K -317 -10%
BCG
684
Breakwater Capital Group
New Jersey
$906K – – –
OCG
685
Opus Capital Group
Ohio
$901K -$1.25K -4 -0.1%
FCA
686
Fortis Capital Advisors
Kansas
$896K -$7.81K -25 -0.9%
WETS
687
Wealth Enhancement Trust Services
South Dakota
$896K +$889K +2,846 New
CFA
688
Cahill Financial Advisors
Minnesota
$894K -$29.7K -95 -3%
CCA
689
Clarity Capital Advisors
Florida
$890K +$4.68K +15 +0.5%
FIA
690
Foundations Investment Advisors
Arizona
$884K +$57.8K +185 +7%
VAF
691
Values Added Financial
District of Columbia
$882K – – –
EL
692
Essex LLC
Illinois
$877K -$45K -144 -5%
LEA
693
Legacy Edge Advisors
New York
$875K +$294K +943 +51%
TIA
694
Traphagen Investment Advisors
New Jersey
$873K +$312 +1 +0%
CT
695
Coastline Trust
Rhode Island
$870K -$4.06K -13 -0.5%
MWA
696
Meridian Wealth Advisors
Texas
$866K – – –
CSB
697
City State Bank
Iowa
$863K +$121K +388 +16%
CFS
698
CGC Financial Services
Oregon
$860K – – –
TCOV
699
Trust Company of Vermont
Vermont
$859K – – –
RWP
700
RWA Wealth Partners
Massachusetts
$858K +$37.8K +121 +5%
26 27
28
29 30