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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
801
Weaver Consulting Group
California
$512K +$2.67K +9 +0.5%
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$511K – – –
VCP
803
Verus Capital Partners
Arizona
$507K +$1.18K +4 +0.2%
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$507K +$274K +925 +129%
WPC
805
Waters Parkerson & Co
Louisiana
$506K – – –
CA
806
Clearstead Advisors
Ohio
$505K +$149K +504 +44%
BOM
807
Bank of Marin
California
$501K – – –
YWM
808
Yoder Wealth Management
California
$494K -$9.18K -31 -2%
CWM
809
Centric Wealth Management
Illinois
$492K +$888 +3 +0.2%
MCM
810
Mitchell Capital Management
Kansas
$491K – – –
HCMT
811
Highland Capital Management (Tennessee)
Tennessee
$485K – – –
MEAC
812
M.E. Allison & Co
Texas
$485K – – –
WGC
813
Watts Gwilliam & Co
Arizona
$480K – – –
CFD
814
Creative Financial Designs
Indiana
$480K -$7.4K -25 -2%
MAWA
815
Moss Adams Wealth Advisors
Washington
$473K -$68.1K -230 -13%
OHIS
816
Oak Harvest Investment Services
Texas
$471K +$1.18K +4 +0.3%
CAI
817
Capital Advisors Inc
Oklahoma
$471K -$58K -196 -11%
FFBTD
818
First Financial Bank - Trust Division
Ohio
$471K – – –
CA
819
Claro Advisors
Massachusetts
$470K -$899K -3,035 -67%
LWL
820
Leo Wealth LLC
Texas
$470K -$1.37M -4,629 -75%
QPWM
821
Quadrant Private Wealth Management
Pennsylvania
$464K -$21K -71 -5%
LFGO
822
Legacy Financial Group (Oklahoma)
Oklahoma
$461K -$9.18K -31 -2%
AIC
823
Allodium Investment Consultants
Minnesota
$454K +$1.18K +4 +0.3%
BWA
824
BlueChip Wealth Advisors
Georgia
$454K – – –
ACI
825
Alpha Cubed Investments
California
$453K +$39.4K +133 +10%
31 32
33
34 35