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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
726
Tradewinds LLC
North Carolina
$776K -$3.44K -11 -0.4%
EA
727
Everpar Advisors
Oklahoma
$771K – – –
TBFA
728
Three Bearings Fiduciary Advisors
New Hampshire
$768K +$753K +2,411 New
XPN
729
XY Planning Network
Montana
$761K -$15.9K -51 -2%
MCM
730
McDonough Capital Management
Florida
$761K – – –
AP
731
Advisortrust Partners
North Carolina
$761K +$754K +2,416 New
DF
732
Define Financial
California
$756K +$4.06K +13 +0.5%
FA
733
Fullerton Advisors
California
$755K +$749K +2,397 New
KWS
734
Keystone Wealth Services
California
$751K +$25K +80 +3%
PSB
735
Piscataqua Savings Bank
New Hampshire
$748K +$742K +2,377 New
SAMT
736
Select Asset Management & Trust
Pennsylvania
$745K – – –
BBA
737
Braun-Bostich & Associates
Pennsylvania
$743K – – –
B
738
Bensler
Washington
$742K – – –
UAS
739
United Asset Strategies
New York
$741K +$4.06K +13 +0.6%
VWM
740
Venturi Wealth Management
Texas
$739K -$75.6K -242 -9%
HR
741
Hardy Reed
Mississippi
$731K -$37.5K -120 -5%
SG
742
StoneX Group
New York
$728K +$396K +1,268 +121%
BFS
743
Beacon Financial Strategies
North Carolina
$726K – – –
AC
744
AWM Capital
Arizona
$723K – – –
BEI
745
Benjamin Edwards Inc
Missouri
$720K +$111K +355 +18%
SRC
746
Shufro Rose & Co
New York
$718K +$712K +2,280 New
USCWA
747
U.S. Capital Wealth Advisors
Texas
$716K +$2.5K +8 +0.4%
GIA
748
Gladstone Institutional Advisory
Florida
$712K +$35.9K +115 +5%
DWM
749
Diversify Wealth Management
Utah
$710K +$34.7K +111 +5%
BCM
750
Brookstone Capital Management
Illinois
$709K -$16.2K -52 -2%
28 29
30
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