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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
801
Burk Holdings
Oklahoma
$561K – – –
PBF
802
Petix & Botte Financial
California
$549K -$288K -919 -50%
CGPCS
803
Capital Group Private Client Services
California
$546K – – –
EA
804
Evolution Advisers
Virginia
$546K -$81K -259 -12%
PW
805
PUREfi Wealth
Massachusetts
$540K -$33.2K -106 -6%
CQWA
806
Chokshi & Queen Wealth Advisors
California
$538K +$159K +507 +39%
SFO
807
Stenger Family Office
Illinois
$537K +$562K +1,796 New
CTWM
808
Cherry Tree Wealth Management
Minnesota
$536K – – –
WLIM
809
White Lighthouse Investment Management
Massachusetts
$533K +$313 +1 +0.1%
MIAS
810
Mason Investment Advisory Services
Virginia
$533K -$107K -343 -16%
AWA
811
Aletheian Wealth Advisors
Washington
$529K +$554K +1,771 New
EC
812
Eaton-Cambridge
Arizona
$526K +$312K +996 +130%
DFA
813
Delta Financial Advisors
Louisiana
$525K +$626 +2 +0.1%
CA
814
CoreCap Advisors
Michigan
$525K +$49.4K +158 +10%
WP
815
WealthShield Partners
North Carolina
$524K – – –
WCG
816
Weaver Consulting Group
California
$521K +$24.7K +79 +5%
ES
817
ETF Store
Kansas
$520K +$1.25K +4 +0.2%
BP
818
BWM Planning
Texas
$520K -$421K -1,344 -44%
CMBA
819
C.M. Bidwell & Associates
Hawaii
$511K -$3.44K -11 -0.6%
RPCONE
820
Retirement Planning Company of New England
Rhode Island
$511K +$1.56K +5 +0.3%
RA
821
RFG Advisory
Alabama
$508K -$21.6K -69 -4%
TWM
822
TSA Wealth Management
Texas
$507K -$91K -291 -15%
TIAM2
823
Tru Independence Asset Management 2
Oregon
$506K – – –
PTC
824
Private Trust Company
Ohio
$504K – – –
SRC
825
Shufro Rose & Co
New York
$502K -$188K -600 -26%
31 32
33
34 35