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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
751
Axiom Financial Strategies
Indiana
$419K – – –
KCM
752
KM Capital Management
Texas
$418K +$403K +1,588 New
SAI
753
Savvy Advisors Inc
New York
$417K +$18K +71 +5%
WA
754
WBH Advisory
Maryland
$414K -$95.9K -378 -19%
MSFS
755
Main Street Financial Solutions
Pennsylvania
$411K +$254 +1 +0.1%
SFPM
756
Sensible Financial Planning & Management
Massachusetts
$411K +$396K +1,560 New
HCMT
757
Highland Capital Management (Tennessee)
Tennessee
$411K – – –
AA
758
ACT Advisors
North Carolina
$411K -$8.88K -35 -2%
WGC
759
Watts Gwilliam & Co
Arizona
$410K +$396K +1,559 New
PP
760
Prosperity Planning
Missouri
$410K +$2.28K +9 +0.6%
FFBTD
761
First Financial Bank - Trust Division
Ohio
$403K – – –
FF
762
Financial Futures
New Jersey
$400K – – –
LFGO
763
Legacy Financial Group (Oklahoma)
Oklahoma
$399K -$1.27K -5 -0.3%
RIA
764
Regal Investment Advisors
Michigan
$398K +$254 +1 +0.1%
RA
765
RFG Advisory
Alabama
$397K +$72.8K +287 +24%
DAC
766
Dividend Assets Capital
South Carolina
$396K -$2.03K -8 -0.5%
KA
767
Kovack Advisors
Florida
$390K +$8.37K +33 +2%
WCFA
768
Walkner Condon Financial Advisors
Wisconsin
$389K -$14.2K -56 -4%
BWA
769
BlueChip Wealth Advisors
Georgia
$388K – – –
LT
770
Legacy Trust
Michigan
$387K – – –
PWP
771
Principle Wealth Partners
Connecticut
$384K -$19.8K -78 -5%
SFP
772
Sandbox Financial Partners
Maryland
$381K -$115K -453 -24%
BWL
773
Beacon Wealthcare LLC
North Carolina
$380K +$367K +1,445 New
GLA
774
Good Life Advisors
Pennsylvania
$380K +$254 +1 +0.1%
AWA
775
Archvest Wealth Advisors
California
$379K +$8.88K +35 +2%
29 30
31
32 33