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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
776
Oak Asset Management
California
$326K – – –
MF
777
Meridian Financial
Massachusetts
$326K – – –
CW
778
CreativeOne Wealth
Kansas
$326K +$311K +1,360 New
FC
779
Forte Capital
New York
$322K -$68.6K -300 -18%
CG
780
Cynosure Group
Utah
$321K – – –
CFG
781
Cooper Financial Group
California
$318K -$148K -648 -33%
CPP
782
Capasso Planning Partners
South Carolina
$316K +$301K +1,317 New
CCA
783
Cobblestone Capital Advisors
New York
$313K -$35.9K -157 -11%
CWM
784
Connecticut Wealth Management
Connecticut
$312K -$9.38K -41 -3%
RA
785
RFG Advisory
Alabama
$312K +$20.6K +90 +7%
WPC
786
Waters Parkerson & Co
Louisiana
$310K – – –
FT
787
Fiduciary Trust
Massachusetts
$309K -$14.9K -65 -5%
BWM
788
BKM Wealth Management
Wisconsin
$308K -$314K -1,372 -52%
RA
789
Riversedge Advisors
Delaware
$308K +$3.66K +16 +1%
ITIM
790
Indiana Trust & Investment Management
Indiana
$306K – – –
CM
791
Cornerstone Management
Georgia
$306K -$1.83K -8 -0.6%
HBW
792
Hazlett, Burt & Watson
West Virginia
$303K -$1.37K -6 -0.5%
QCG
793
Quadrant Capital Group
Ohio
$302K +$110K +482 +62%
LT
794
Legacy Trust
Michigan
$301K -$8.01K -35 -3%
MIA
795
MainStreet Investment Advisors
Illinois
$301K – – –
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$301K – – –
CAM
797
Carret Asset Management
New York
$301K – – –
ACM
798
Ategra Capital Management
Virginia
$300K – – –
SCP
799
Shorepoint Capital Partners
Massachusetts
$300K +$9.84K +43 +4%
SG
800
StoneX Group
New York
$300K +$8.24K +36 +3%
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