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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
826
RFG Advisory
Alabama
$577K -$7.34K -22 -1%
LWM
827
LongView Wealth Management
Georgia
$577K -$64.7K -194 -10%
SFO
828
Stenger Family Office
Illinois
$575K -$41K -123 -7%
SWM
829
SHP Wealth Management
Massachusetts
$572K – – –
PRP
830
Peak Retirement Planning
Ohio
$569K – – –
APFP
831
Action Point Financial Planning
Michigan
$569K +$288K +864 +109%
RPCONE
832
Retirement Planning Company of New England
Rhode Island
$568K -$19K -57 -3%
IIM
833
IFC & Insurance Marketing
California
$567K +$334 +1 +0.1%
DSA
834
Droms Strauss Advisors
Missouri
$565K +$548K +1,642 New
MCM
835
Mitchell Capital Management
Kansas
$549K -$3K -9 -0.6%
CFD
836
Creative Financial Designs
Indiana
$548K +$31.4K +94 +6%
CMBA
837
C.M. Bidwell & Associates
Hawaii
$547K -$40K -120 -7%
MAWA
838
Moss Adams Wealth Advisors
Washington
$543K +$15.3K +46 +3%
PAS
839
PKS Advisory Services
New York
$543K +$527K +1,579 New
MEAC
840
M.E. Allison & Co
Texas
$542K – – –
YWM
841
Yoder Wealth Management
California
$540K -$3.34K -10 -0.6%
HCMT
842
Highland Capital Management (Tennessee)
Tennessee
$537K – – –
GT
843
GreatBanc Trust
Illinois
$529K +$30K +90 +6%
PWPS
844
Pinnacle Wealth Planning Services
Ohio
$528K -$12K -36 -2%
FFBTD
845
First Financial Bank - Trust Division
Ohio
$526K – – –
PCH
846
PGIM Custom Harvest
New Jersey
$520K +$54K +162 +12%
CA
847
Claro Advisors
Massachusetts
$520K – – –
AWP
848
Abacus Wealth Partners
California
$520K -$23K -69 -4%
NF
849
Napier Financial
Massachusetts
$515K – – –
IFA
850
Index Fund Advisors
California
$514K +$37K +111 +8%
32 33
34
35 36