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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
726
Patten Group
Tennessee
$223K – – –
CNFG
727
Creegan & Nassoura Financial Group
New Hampshire
$221K – – –
UWPG
728
Ullmann Wealth Partners Group
Florida
$221K – – –
FFA
729
Founders Financial Alliance
North Carolina
$220K +$429 +2 +0.2%
FC
730
Fulcrum Capital
Washington
$218K +$212K +987 New
JAFL
731
Jay A. Fishman Ltd
Michigan
$214K +$207K +966 New
KAM
732
KEB Asset Management
Illinois
$213K +$207K +964 New
BPA
733
Beacon Pointe Advisors
California
$212K -$77K -359 -27%
BFIM
734
Beese Fulmer Investment Management
Ohio
$212K +$205K +957 New
NEPWA
735
New England Private Wealth Advisors
Massachusetts
$212K +$206K +961 New
NB
736
NBT Bank
New York
$211K -$10.7K -50 -5%
CCMG
737
Clark Capital Management Group
Pennsylvania
$211K +$205K +955 New
CA
738
CGN Advisors
Kansas
$211K +$205K +956 New
CPA
739
Clear Perspective Advisors
Illinois
$210K +$204K +950 New
BIAS
740
Beacon Investment Advisory Services
New Jersey
$210K +$204K +951 New
SF
741
Synovus Financial
Georgia
$210K +$204K +951 New
BMD
742
Better Money Decisions
New Mexico
$208K +$643 +3 +0.3%
PCA
743
Private Capital Advisors
Connecticut
$208K +$202K +940 New
AUB
744
Atlantic Union Bankshares
Virginia
$208K +$202K +942 New
MPCL
745
My Personal CFO LLC
Washington
$206K +$200K +931 New
TWM
746
Thrive Wealth Management
Pennsylvania
$205K +$199K +928 New
GIA
747
GHP Investment Advisors
Colorado
$204K -$25.5K -119 -11%
TSW
748
Thompson Siegel & Walmsley
Virginia
$204K – – –
PFPT
749
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$198K +923 New
SFG
750
SNS Financial Group
Minnesota
$203K +$197K +918 New
28 29
30
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