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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
801
True Link Financial Advisors
California
$655K -$30K -90 -5%
RIA
802
Regal Investment Advisors
Michigan
$654K +$334 +1 +0.1%
VIM
803
Vista Investment Management
Pennsylvania
$653K – – –
C
804
Certuity
Florida
$652K – – –
BH
805
Burk Holdings
Oklahoma
$646K – – –
NEPWA
806
New England Private Wealth Advisors
Massachusetts
$645K +$334 +1 +0.1%
GWP
807
Gateway Wealth Partners
Wisconsin
$642K -$1.52M -4,555 -71%
EB
808
Eastern Bank
Massachusetts
$635K -$26K -78 -4%
WPC
809
Waters Parkerson & Co
Louisiana
$634K +$66.7K +200 +12%
PBF
810
Petix & Botte Financial
California
$632K +$307K +919 +100%
CGPCS
811
Capital Group Private Client Services
California
$630K +$667 +2 +0.1%
JIG
812
Junk Investment Group
Maryland
$630K -$58.7K -176 -9%
IA
813
IFG Advisors
Missouri
$628K +$178K +534 +41%
PIA
814
Perennial Investment Advisors
California
$625K +$606K +1,818 New
EA
815
Evolution Advisers
Virginia
$624K -$4K -12 -0.7%
PW
816
PUREfi Wealth
Massachusetts
$621K – – –
CQWA
817
Chokshi & Queen Wealth Advisors
California
$619K – – –
MIAS
818
Mason Investment Advisory Services
Virginia
$613K – – –
WLIM
819
White Lighthouse Investment Management
Massachusetts
$612K -$1.67K -5 -0.3%
AWA
820
Aletheian Wealth Advisors
Washington
$609K – – –
CTWM
821
Cherry Tree Wealth Management
Minnesota
$606K -$9.67K -29 -2%
WCG
822
Weaver Consulting Group
California
$602K +$3K +9 +0.5%
ES
823
ETF Store
Kansas
$600K +$1.33K +4 +0.2%
BP
824
BWM Planning
Texas
$598K – – –
PCM
825
Passive Capital Management
Maryland
$596K – – –
31 32
33
34 35