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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
776
Ethos Financial Group
Pennsylvania
$598K -$1.34M -4,288 -68%
RIM
777
Rockbridge Investment Management
New York
$598K +$207K +662 +49%
EF
778
Envision Financial
Wisconsin
$598K +$1.25K +4 +0.2%
LWM
779
LongView Wealth Management
Georgia
$597K -$2.5K -8 -0.4%
TLFA
780
True Link Financial Advisors
California
$596K -$13.8K -44 -2%
SAS
781
SMI Advisory Services
Indiana
$594K -$159K -507 -21%
CPWL
782
Coquina Private Wealth LLC
Florida
$592K -$10.6K -34 -2%
LEA
783
Legacy Edge Advisors
New York
$590K -$252K -806 -29%
IAA
784
Independent Advisor Alliance
North Carolina
$589K +$616K +1,970 New
BI
785
Beckerman Institutional
New Jersey
$585K – – –
KRAVCF
786
Karnit Road Accident Victims Compensation Fund
$583K – – –
PFA
787
Portland Financial Advisors
New York
$581K -$8.13K -26 -1%
FG
788
Foster Group
Iowa
$579K +$3.13K +10 +0.5%
BO
789
Bank OZK
Arkansas
$579K -$65.7K -210 -10%
MFIM
790
Mesirow Financial Investment Management
Illinois
$579K +$74.8K +239 +14%
COCM
791
Charter Oak Capital Management
New Hampshire
$578K – – –
OE
792
OFS Enterprise
Nebraska
$578K +$605K +1,935 New
EB
793
Eastern Bank
Massachusetts
$575K +$594K +1,899 +7,596%
BFA
794
Ballast Financial Advisors
Pennsylvania
$569K +$45.4K +145 +8%
RIA
795
Regal Investment Advisors
Michigan
$568K -$10.6K -34 -2%
VIM
796
Vista Investment Management
Pennsylvania
$568K – – –
C
797
Certuity
Florida
$567K – – –
PCM
798
Passive Capital Management
Maryland
$565K – – –
NEPWA
799
New England Private Wealth Advisors
Massachusetts
$565K +$313 +1 +0.1%
EA
800
Efficient Advisors
Ohio
$563K +$24.1K +77 +4%
30 31
32
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