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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
751
Cherry Tree Wealth Management
Minnesota
$475K +$8.4K +31 +2%
EW
752
Evoke Wealth
California
$474K -$135K -500 -21%
MW
753
Marcum Wealth
Ohio
$470K – – –
KA
754
Kovack Advisors
Florida
$470K +$79.6K +294 +19%
CGPCS
755
Capital Group Private Client Services
California
$467K – – –
TBWA
756
Three Bridge Wealth Advisors
California
$467K – – –
COCM
757
Charter Oak Capital Management
New Hampshire
$466K -$542 -2 -0.1%
SHF
758
Safe Harbor Fiduciary
Florida
$466K -$6.77K -25 -1%
WP
759
WealthShield Partners
North Carolina
$466K +$329K +1,215 +204%
EA
760
Evolution Advisers
Virginia
$465K +$470K +1,736 +2,284%
DFA
761
Delta Financial Advisors
Louisiana
$459K +$542 +2 +0.1%
HFRG
762
Houlihan Financial Resource Group
Virginia
$456K -$86.9K -321 -15%
AWA
763
Aletheian Wealth Advisors
Washington
$455K – – –
MAWA
764
Moss Adams Wealth Advisors
Washington
$454K +$479K +1,767 New
FFO
765
Fortitude Family Office
Arizona
$454K +$1.63K +6 +0.3%
RPCONE
766
Retirement Planning Company of New England
Rhode Island
$448K +$15.4K +57 +3%
KA
767
Klingman & Associates
New York
$446K – – –
AIM
768
Aspen Investment Management
Michigan
$445K +$469K +1,733 New
FTWA
769
Fifth Third Wealth Advisors
Ohio
$444K +$468K +1,727 New
BEI
770
Benjamin Edwards Inc
Missouri
$443K +$123K +454 +36%
AWP
771
Abacus Wealth Partners
California
$440K -$16.5K -61 -3%
VCP
772
Verus Capital Partners
Arizona
$439K -$11.1K -41 -2%
SB
773
Strategic Blueprint
Georgia
$437K +$62.8K +232 +16%
NP
774
NorthRock Partners
Minnesota
$436K -$116K -427 -20%
TIAM2
775
Tru Independence Asset Management 2
Oregon
$435K +$458K +1,692 New
29 30
31
32 33