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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
C
801
Certuity
Florida
$652K – – –
BH
802
Burk Holdings
Oklahoma
$646K – – –
NEPWA
803
New England Private Wealth Advisors
Massachusetts
$645K +$334 +1 +0.1%
GWP
804
Gateway Wealth Partners
Wisconsin
$642K -$1.52M -4,555 -71%
EB
805
Eastern Bank
Massachusetts
$635K -$26K -78 -4%
WPC
806
Waters Parkerson & Co
Louisiana
$634K +$66.7K +200 +12%
PBF
807
Petix & Botte Financial
California
$632K +$307K +919 +100%
CGPCS
808
Capital Group Private Client Services
California
$630K +$667 +2 +0.1%
JIG
809
Junk Investment Group
Maryland
$630K -$58.7K -176 -9%
IA
810
IFG Advisors
Missouri
$628K +$178K +534 +41%
PIA
811
Perennial Investment Advisors
California
$625K +$606K +1,818 New
EA
812
Evolution Advisers
Virginia
$624K -$4K -12 -0.7%
PW
813
PUREfi Wealth
Massachusetts
$621K – – –
CQWA
814
Chokshi & Queen Wealth Advisors
California
$619K – – –
MIAS
815
Mason Investment Advisory Services
Virginia
$613K – – –
WLIM
816
White Lighthouse Investment Management
Massachusetts
$612K -$1.67K -5 -0.3%
AWA
817
Aletheian Wealth Advisors
Washington
$609K – – –
WCG
818
Weaver Consulting Group
California
$602K +$3K +9 +0.5%
ES
819
ETF Store
Kansas
$600K +$1.33K +4 +0.2%
BP
820
BWM Planning
Texas
$598K – – –
PCM
821
Passive Capital Management
Maryland
$596K – – –
EC
822
Eaton-Cambridge
Arizona
$590K -$15K -45 -3%
TIAM2
823
Tru Independence Asset Management 2
Oregon
$582K – – –
PTC
824
Private Trust Company
Ohio
$581K – – –
SRC
825
Shufro Rose & Co
New York
$578K – – –
31 32
33
34 35