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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
WBH Advisory
Maryland
$360K +$915 +4 +0.3%
JWM
752
JGP Wealth Management
Oregon
$355K +$339K +1,481 New
BCM
753
Becker Capital Management
Oregon
$355K +$339K +1,480 New
MFIM
754
Mesirow Financial Investment Management
Illinois
$354K +$338K +1,478 New
BWA
755
BlueChip Wealth Advisors
Georgia
$353K – – –
BCA
756
Ballentine Capital Advisors
South Carolina
$348K – – –
ES
757
Eagle Strategies
New York
$346K -$747K -3,263 -69%
GLA
758
Good Life Advisors
Pennsylvania
$346K -$24.9K -109 -7%
NOI
759
Newton One Investments
Delaware
$345K – – –
FPFS
760
First Personal Financial Services
North Carolina
$344K -$37.8K -165 -10%
SXL
761
Summit X LLC
Missouri
$341K – – –
AA
762
AlphaQ Advisors
Florida
$337K – – –
AWA
763
Archvest Wealth Advisors
California
$336K +$14.6K +64 +5%
SSWG
764
Seven Springs Wealth Group
Tennessee
$336K – – –
TWP
765
Total Wealth Planning
Ohio
$335K -$15.6K -68 -5%
AT
766
American Trust
Kentucky
$334K – – –
FCT
767
First Community Trust
Iowa
$333K +$3.43K +15 +1%
MPCL
768
My Personal CFO LLC
Washington
$332K +$458 +2 +0.1%
FPCG
769
Fort Pitt Capital Group
Pennsylvania
$332K – – –
APW
770
Acima Private Wealth
Virginia
$331K – – –
SC
771
Schoolcraft Capital
Colorado
$330K – – –
WCWM
772
Willow Creek Wealth Management
California
$329K -$24K -105 -7%
CWA
773
Canvas Wealth Advisors
Kansas
$328K -$17.4K -76 -5%
CSIA
774
Charles Schwab Investment Advisory
California
$327K +$312K +1,363 New
MCCA
775
Mill Creek Capital Advisors
Pennsylvania
$327K – – –
29 30
31
32 33