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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
751
Sowell Financial Services
Arkansas
$641K +$74.5K +238 +12%
WFC
752
Western Financial Corp
California
$641K – – –
CCG
753
Cypress Capital Group
Florida
$637K – – –
PSB
754
Piscataqua Savings Bank
New Hampshire
$636K -$78.2K -250 -11%
DWG
755
Darden Wealth Group
Michigan
$634K – – –
FCA
756
Fortis Capital Advisors
Kansas
$632K -$229K -731 -26%
TWP
757
Triad Wealth Partners
Kansas
$632K +$661K +2,114 New
RI
758
Rinkey Investments
California
$631K – – –
B
759
Bensler
Washington
$629K -$79.5K -254 -11%
BWM
760
Briggs Wealth Management
Connecticut
$625K – – –
EF
761
Empowered Funds
Pennsylvania
$624K +$654K +2,089 New
CPA
762
Cathy Pareto & Associates
Florida
$623K -$12.2K -39 -2%
CA
763
Clune & Associates
Illinois
$622K -$801K -2,559 -55%
FFA
764
First Foundation Advisors
California
$622K +$651K +2,080 New
RZH
765
Relyea Zuckerberg Hanson
Connecticut
$615K +$313 +1 +0%
VNA
766
Valley National Advisers
Pennsylvania
$614K – – –
ATC
767
Advantage Trust Company
Kansas
$610K – – –
QP
768
Quartz Partners
New York
$609K – – –
DT
769
Diversified Trust
Tennessee
$608K – – –
TNA
770
True North Advisors
Texas
$606K -$532K -1,700 -46%
ASC
771
Atalanta Sosnoff Capital
New York
$606K -$618K -1,974 -49%
PWW
772
Pettyjohn Wood & White
Virginia
$605K +$626 +2 +0.1%
PI
773
PFG Investments
New York
$605K +$1.56K +5 +0.2%
TA
774
TruWealth Advisors
Louisiana
$603K +$10.3K +33 +2%
JIG
775
Junk Investment Group
Maryland
$600K +$628K +2,007 New
29 30
31
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