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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
701
Pacific Sun Financial
California
$214K +$52.6K +280 +29%
WSFS
702
Wilmington Savings Fund Society
Delaware
$213K – – –
KC
703
Kingfisher Capital
North Carolina
$210K +$938 +5 +0.4%
TWM
704
Trevian Wealth Management
Massachusetts
$209K – – –
IAA
705
Ironsides Asset Advisors
North Carolina
$207K – – –
SIA
706
Schechter Investment Advisors
Michigan
$207K – – –
WCF
707
West Coast Financial
California
$207K – – –
WI
708
Wintrust Investments
Illinois
$207K +$188 +1 +0.1%
WA
709
WBH Advisory
Maryland
$205K -$94.8K -505 -30%
WFPG
710
Waller Financial Planning Group
Ohio
$205K -$78.3K -417 -26%
WPC
711
Waters Parkerson & Co
Louisiana
$205K – – –
WDG
712
Wealth Dimensions Group
Ohio
$202K – – –
SCP
713
Shorepoint Capital Partners
Massachusetts
$201K -$7.88K -42 -3%
NEPWA
714
New England Private Wealth Advisors
Massachusetts
$201K -$188 -1 -0.1%
HCM
715
Howland Capital Management
Massachusetts
$201K – – –
MIM
716
Marco Investment Management
Georgia
$201K – – –
PCA
717
Private Capital Advisors
Connecticut
$201K +$219K +1,168 New
SWA
718
Stratos Wealth Advisors
Ohio
$201K +$219K +1,168 New
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$200K -$6.76K -36 -3%
FA
720
Financial Advantage
Maryland
$200K – – –
DI
721
Disciplined Investments
Oklahoma
$198K -$25.3K -135 -10%
AF
722
Advisornet Financial
Minnesota
$198K -$6.57K -35 -3%
BA
723
Ballast Advisors
Minnesota
$195K – – –
CA
724
CoreCap Advisors
Michigan
$195K – – –
OFG
725
Oxford Financial Group
Indiana
$181K – – –
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