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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
726
Delta Financial Advisors
Louisiana
$469K +$254 +1 +0.1%
ACM
727
Allred Capital Management
Texas
$469K +$1.27K +5 +0.3%
AWP
728
Abacus Wealth Partners
California
$467K – – –
AWA
729
Aletheian Wealth Advisors
Washington
$466K – – –
LAM
730
LifePro Asset Management
California
$464K +$447K +1,761 New
FFO
731
Fortitude Family Office
Arizona
$460K +$1.52K +6 +0.3%
RPCONE
732
Retirement Planning Company of New England
Rhode Island
$454K -$2.28K -9 -0.5%
VCP
733
Verus Capital Partners
Arizona
$451K -$174K -687 -29%
ADL
734
Asset Dedication LLC
California
$445K +$42.6K +168 +11%
GLLW
735
Graves Light Lenhart Wealth
Virginia
$444K – – –
KA
736
Klingman & Associates
New York
$444K – – –
SWA
737
Stratos Wealth Advisors
Ohio
$439K – – –
TSS
738
Two Sigma Securities
New York
$438K +$422K +1,662 New
BWL
739
Bogart Wealth LLC
Virginia
$436K – – –
WCG
740
Weaver Consulting Group
California
$435K – – –
RIM
741
Rockbridge Investment Management
New York
$432K -$56.6K -223 -12%
CIA
742
Concurrent Investment Advisors
Florida
$431K +$148K +584 +55%
IPW
743
IronBridge Private Wealth
Texas
$430K – – –
GC
744
Grimes & Company
Massachusetts
$429K -$92.9K -366 -18%
BOM
745
Bank of Marin
California
$428K – – –
MCM
746
Manchester Capital Management
Vermont
$428K – – –
OHIS
747
Oak Harvest Investment Services
Texas
$425K +$2.28K +9 +0.6%
CAI
748
Capital Advisors Inc
Oklahoma
$425K -$91.8K -362 -18%
FG
749
Fiduciary Group
Georgia
$421K – – –
MCM
750
Mitchell Capital Management
Kansas
$420K – – –
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