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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$246K -$28.5K -140 -10%
CAM
752
Carret Asset Management
New York
$245K – – –
ACM
753
Ategra Capital Management
Virginia
$245K – – –
BA
754
Bellwether Advisors
Nebraska
$245K -$1.83K -9 -0.7%
IA
755
IFP Advisors
Florida
$244K +$13.4K +66 +6%
AL
756
ACAS LLC
California
$242K – – –
FA
757
Financial Advantage
Maryland
$242K -$37.5K -184 -13%
WSFS
758
Wilmington Savings Fund Society
Delaware
$242K – – –
CF
759
Clarity Financial
Texas
$241K -$3.06K -15 -1%
SG
760
StoneX Group
New York
$238K +$1.02K +5 +0.4%
RA
761
RFG Advisory
Alabama
$236K +$15.1K +74 +7%
FAM
762
Frontier Asset Management
Wyoming
$235K -$427K -2,095 -64%
IAA
763
Ironsides Asset Advisors
North Carolina
$235K – – –
SIA
764
Schechter Investment Advisors
Michigan
$235K – – –
CF
765
Centaurus Financial
California
$234K +$43.2K +212 +22%
WAG
766
Winthrop Advisory Group
Massachusetts
$234K +$244K +1,196 New
FCI
767
Financial Counselors Inc
Kansas
$233K – – –
TWM
768
Trevian Wealth Management
Massachusetts
$233K +$242K +1,190 New
AA
769
Aire Advisors
California
$230K -$16.7K -82 -7%
FVWA
770
Foster Victor Wealth Advisors
South Carolina
$230K +$237K +1,166 New
WDG
771
Wealth Dimensions Group
Ohio
$229K – – –
GIA
772
Gladstone Institutional Advisory
Florida
$229K +$9.16K +45 +4%
LFAS
773
Level Four Advisory Services
Texas
$226K +$19.3K +95 +9%
KWA
774
Kingswood Wealth Advisors
California
$225K +$234K +1,148 New
MA
775
Mezzasalma Advisors
New Jersey
$224K -$2.65K -13 -1%
29 30
31
32 33