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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
801
Asset Dedication LLC
California
$207K – – –
HCM
802
Howland Capital Management
Massachusetts
$205K -$23.4K -115 -10%
WCM
803
Wealthcare Capital Management
Virginia
$205K – – –
NLP
804
Next Level Private
New York
$204K – – –
PVI
805
Pine Valley Investments
New Jersey
$204K – – –
SJL
806
Shayne & Jacobs LLC
Tennessee
$202K – – –
RFN
807
RDA Financial Network
Iowa
$202K -$92.7K -455 -31%
SWIG
808
Strategic Wealth Investment Group
Kentucky
$201K – – –
VDBMI
809
Van Den Berg Management I
Texas
$199K -$2.24K -11 -1%
SMA
810
Sage Mountain Advisors
Georgia
$196K – – –
BA
811
Ballast Advisors
Minnesota
$190K -$15.1K -74 -7%
SIC
812
Salem Investment Counselors
North Carolina
$190K -$14.5K -71 -7%
NSG
813
Nalls Sherbakoff Group
Tennessee
$186K – – –
FHA
814
First Horizon Advisors
Tennessee
$182K -$43.8K -215 -19%
JFG
815
JDM Financial Group
Texas
$177K +$407 +2 +0.2%
AW
816
Avion Wealth
Texas
$173K – – –
GA
817
GoalVest Advisory
New York
$162K +$17.7K +87 +12%
FSWA
818
Financial Synergies Wealth Advisors
Texas
$160K +$204 +1 +0.1%
CB
819
CNB Bank
Pennsylvania
$160K – – –
GAG
820
Goodman Advisory Group
Massachusetts
$157K – – –
MJRIC
821
Mogy Joel R Investment Counsel
California
$157K – – –
DSC
822
Duncker Streett & Co
Missouri
$156K – – –
MWP
823
MYCIO Wealth Partners
Pennsylvania
$152K – – –
QCG
824
Quadrant Capital Group
Ohio
$151K – – –
WTA
825
Washington Trust Advisors
Massachusetts
$151K – – –
31 32
33
34 35