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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
726
Oak Harvest Investment Services
Texas
$401K +$2.4K +10 +0.6%
PP
727
Pegasus Partners
Wisconsin
$400K – – –
FG
728
Fiduciary Group
Georgia
$399K – – –
MCM
729
Mitchell Capital Management
Kansas
$398K – – –
AA
730
ACT Advisors
North Carolina
$398K – – –
AFS
731
Axiom Financial Strategies
Indiana
$397K – – –
AWP
732
Avid Wealth Partners
Texas
$393K +$379K +1,576 New
MSFS
733
Main Street Financial Solutions
Pennsylvania
$390K -$10.8K -45 -3%
HCMT
734
Highland Capital Management (Tennessee)
Tennessee
$389K – – –
CMBA
735
C.M. Bidwell & Associates
Hawaii
$387K -$14.2K -59 -4%
PP
736
Prosperity Planning
Missouri
$386K – – –
PWP
737
Principle Wealth Partners
Connecticut
$384K -$54.3K -226 -13%
LEA
738
Legacy Edge Advisors
New York
$384K +$118K +490 +47%
LFGO
739
Legacy Financial Group (Oklahoma)
Oklahoma
$383K – – –
WCFA
740
Walkner Condon Financial Advisors
Wisconsin
$382K +$721 +3 +0.2%
FFBTD
741
First Financial Bank - Trust Division
Ohio
$382K -$19.9K -83 -5%
RFC
742
Regions Financial Corp
Alabama
$381K – – –
ADL
743
Asset Dedication LLC
California
$380K +$112K +465 +44%
FF
744
Financial Futures
New Jersey
$379K – – –
SAI
745
Savvy Advisors Inc
New York
$377K -$62K -258 -15%
DAC
746
Dividend Assets Capital
South Carolina
$377K – – –
RIA
747
Regal Investment Advisors
Michigan
$377K -$240 -1 -0.1%
BWA
748
BlueChip Wealth Advisors
Georgia
$368K – – –
LT
749
Legacy Trust
Michigan
$367K +$51.6K +215 +17%
BCA
750
Ballentine Capital Advisors
South Carolina
$362K – – –
28 29
30
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