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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Rezny Wealth Management
Florida
$523K – – –
NWAG
727
Net Worth Advisory Group
Utah
$520K -$615K -2,271 -53%
KIA
728
KCM Investment Advisors
California
$519K – – –
GLA
729
Good Life Advisors
Pennsylvania
$518K -$4.88K -18 -0.9%
TA
730
TruWealth Advisors
Louisiana
$517K +$271 +1 +0%
OCM
731
Orser Capital Management
Texas
$517K – – –
GAA
732
Global Assets Advisory
Florida
$512K +$565K +2,085 New
GEA
733
Glen Eagle Advisors
New Jersey
$511K – – –
EF
734
Envision Financial
Wisconsin
$510K +$1.35K +5 +0.3%
GA
735
Greenspring Advisors
Maryland
$510K – – –
RFN
736
RDA Financial Network
Iowa
$508K +$135K +500 +34%
ES
737
ETF Store
Kansas
$508K -$106K -393 -17%
WLIM
738
White Lighthouse Investment Management
Massachusetts
$507K – – –
EFG
739
Ethos Financial Group
Pennsylvania
$505K – – –
BA
740
Bridgewater Advisors
New York
$505K +$536K +1,979 New
BI
741
Beckerman Institutional
New Jersey
$503K – – –
CQWA
742
Chokshi & Queen Wealth Advisors
California
$502K – – –
ACI
743
Alpha Cubed Investments
California
$499K +$526K +1,941 New
CPP
744
Capasso Planning Partners
South Carolina
$498K – – –
EA
745
Efficient Advisors
Ohio
$496K -$52.3K -193 -9%
PW
746
PUREfi Wealth
Massachusetts
$492K -$10.3K -38 -2%
VIM
747
Vista Investment Management
Pennsylvania
$488K – – –
CMBA
748
C.M. Bidwell & Associates
Hawaii
$487K -$138K -508 -21%
PCM
749
Passive Capital Management
Maryland
$486K – – –
PI
750
PFG Investments
New York
$476K -$73.1K -270 -13%
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30
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