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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
701
Wilmington Savings Fund Society
Delaware
$213K – – –
KC
702
Kingfisher Capital
North Carolina
$210K +$938 +5 +0.4%
TWM
703
Trevian Wealth Management
Massachusetts
$209K – – –
IAA
704
Ironsides Asset Advisors
North Carolina
$207K – – –
SIA
705
Schechter Investment Advisors
Michigan
$207K – – –
WCF
706
West Coast Financial
California
$207K – – –
WI
707
Wintrust Investments
Illinois
$207K +$188 +1 +0.1%
WA
708
WBH Advisory
Maryland
$205K -$94.8K -505 -30%
WFPG
709
Waller Financial Planning Group
Ohio
$205K -$78.3K -417 -26%
WPC
710
Waters Parkerson & Co
Louisiana
$205K – – –
WDG
711
Wealth Dimensions Group
Ohio
$202K – – –
SCP
712
Shorepoint Capital Partners
Massachusetts
$201K -$7.88K -42 -3%
NEPWA
713
New England Private Wealth Advisors
Massachusetts
$201K -$188 -1 -0.1%
HCM
714
Howland Capital Management
Massachusetts
$201K – – –
MIM
715
Marco Investment Management
Georgia
$201K – – –
PCA
716
Private Capital Advisors
Connecticut
$201K +$219K +1,168 New
SWA
717
Stratos Wealth Advisors
Ohio
$201K +$219K +1,168 New
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$200K -$6.76K -36 -3%
FA
719
Financial Advantage
Maryland
$200K – – –
DI
720
Disciplined Investments
Oklahoma
$198K -$25.3K -135 -10%
AF
721
Advisornet Financial
Minnesota
$198K -$6.57K -35 -3%
BA
722
Ballast Advisors
Minnesota
$195K – – –
CA
723
CoreCap Advisors
Michigan
$195K – – –
OFG
724
Oxford Financial Group
Indiana
$181K – – –
SIC
725
Salem Investment Counselors
North Carolina
$180K – – –
27 28
29
30 31