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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
701
Oxbow Advisors
Texas
$306K – – –
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$305K – – –
WA
703
WBH Advisory
Maryland
$305K +$14.5K +71 +5%
DAC
704
Dividend Assets Capital
South Carolina
$305K – – –
SGI
705
Summit Global Investments
Utah
$304K +$317K +1,555 New
LFGO
706
Legacy Financial Group (Oklahoma)
Oklahoma
$300K – – –
WCFA
707
Walkner Condon Financial Advisors
Wisconsin
$300K -$14.7K -72 -4%
FF
708
Financial Futures
New Jersey
$299K +$204 +1 +0.1%
WH
709
Whitcomb & Hess
Ohio
$295K +$308K +1,510 New
PI
710
PFG Investments
New York
$294K – – –
RIA
711
Regal Investment Advisors
Michigan
$294K -$4.07K -20 -1%
CWA
712
Canvas Wealth Advisors
Kansas
$290K -$10.2K -50 -3%
WCWM
713
Willow Creek Wealth Management
California
$289K -$22.2K -109 -7%
TA
714
TruWealth Advisors
Louisiana
$289K +$407 +2 +0.1%
KFGK
715
Keystone Financial Group (Kentucky)
Kentucky
$287K – – –
JFG
716
Jefferies Financial Group
New York
$285K +$1.22K +6 +0.4%
BTI
717
Blue Trust Inc
Georgia
$280K -$77.8K -382 -22%
VP
718
Verum Partners
North Carolina
$279K +$290K +1,425 New
SXL
719
Summit X LLC
Missouri
$278K +$289K +1,421 New
AA
720
AlphaQ Advisors
Florida
$275K – – –
SSWG
721
Seven Springs Wealth Group
Tennessee
$274K – – –
TPCW
722
TD Private Client Wealth
New York
$273K +$144K +709 +104%
FPCG
723
Fort Pitt Capital Group
Pennsylvania
$273K +$2.04K +10 +0.7%
AT
724
American Trust
Kentucky
$272K -$5.88M -28,868 -95%
FCT
725
First Community Trust
Iowa
$272K – – –
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