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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
776
Newton One Investments
Delaware
$379K – – –
FPFS
777
First Personal Financial Services
North Carolina
$378K – – –
SCP
778
Stevens Capital Partners
Nebraska
$375K +$1.01K +4 +0.3%
CWA
779
Canvas Wealth Advisors
Kansas
$371K – – –
SSWG
780
Seven Springs Wealth Group
Tennessee
$369K – – –
TWP
781
Total Wealth Planning
Ohio
$368K – – –
ZIM
782
Zacks Investment Management
Illinois
$367K -$111K -438 -24%
WPC
783
Waters Parkerson & Co
Louisiana
$367K – – –
AT
784
American Trust
Kentucky
$367K – – –
FHC
785
First Heartland Consultants
Missouri
$366K -$11.7K -46 -3%
MPCL
786
My Personal CFO LLC
Washington
$365K +$254 +1 +0.1%
WIM
787
WealthPlan Investment Management
Nebraska
$365K +$351K +1,385 New
FPCG
788
Fort Pitt Capital Group
Pennsylvania
$364K – – –
APW
789
Acima Private Wealth
Virginia
$363K – – –
MCCA
790
Mill Creek Capital Advisors
Pennsylvania
$359K – – –
OAM
791
Oak Asset Management
California
$358K – – –
MF
792
Meridian Financial
Massachusetts
$358K – – –
WCWM
793
Willow Creek Wealth Management
California
$356K – – –
SXL
794
Summit X LLC
Missouri
$355K – – –
CA
795
CoreCap Advisors
Michigan
$349K +$336K +1,326 New
FWA
796
FSM Wealth Advisors
Ohio
$349K +$336K +1,326 New
HWM
797
HighMark Wealth Management
Minnesota
$340K -$95.1K -375 -22%
RA
798
Riversedge Advisors
Delaware
$339K +$761 +3 +0.2%
WI
799
Wedgewood Investors
Pennsylvania
$339K – – –
ITIM
800
Indiana Trust & Investment Management
Indiana
$336K – – –
30 31
32
33 34