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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
801
First Financial Bank - Trust Division
Ohio
$412K – – –
LFGO
802
Legacy Financial Group (Oklahoma)
Oklahoma
$412K – – –
CIA
803
Concurrent Investment Advisors
Florida
$408K -$33.9K -125 -8%
RIA
804
Regal Investment Advisors
Michigan
$408K +$271 +1 +0.1%
PP
805
Prosperity Planning
Missouri
$404K -$16K -59 -4%
DAC
806
Dividend Assets Capital
South Carolina
$402K -$4.06K -15 -1%
AIC
807
Allodium Investment Consultants
Minnesota
$401K +$403K +1,489 New
FF
808
Financial Futures
New Jersey
$399K -$10.3K -38 -3%
RFN
809
RDA Financial Network
Iowa
$398K +$129K +475 +47%
RA
810
RFG Advisory
Alabama
$398K -$8.67K -32 -2%
BWA
811
BlueChip Wealth Advisors
Georgia
$398K – – –
LT
812
Legacy Trust
Michigan
$396K – – –
SB
813
Strategic Blueprint
Georgia
$396K +$166K +611 +71%
CA
814
CoreCap Advisors
Michigan
$396K +$38.7K +143 +11%
AWA
815
Archvest Wealth Advisors
California
$390K +$1.9K +7 +0.5%
BWL
816
Beacon Wealthcare LLC
North Carolina
$390K – – –
NOI
817
Newton One Investments
Delaware
$388K – – –
SFP
818
Sandbox Financial Partners
Maryland
$387K -$2.98K -11 -0.8%
CWM
819
Cornerstone Wealth Management
Missouri
$386K +$387K +1,430 New
SXL
820
Summit X LLC
Missouri
$383K – – –
RWM
821
Rialto Wealth Management
New York
$383K +$385K +1,421 New
MFIM
822
Mesirow Financial Investment Management
Illinois
$381K -$381K -1,407 -50%
CWA
823
Canvas Wealth Advisors
Kansas
$379K – – –
HP
824
Haven Private
Florida
$378K +$380K +1,402 New
ZIM
825
Zacks Investment Management
Illinois
$378K +$1.63K +6 +0.4%
31 32
33
34 35