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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
826
Concurrent Investment Advisors
Florida
$270K +$16.9K +74 +7%
VBFP
827
Valtinson Bruner Financial Planning
Minnesota
$267K – – –
DI
828
Disciplined Investments
Oklahoma
$265K +$253K +1,107 New
AFG
829
Altiora Financial Group
Ohio
$264K – – –
FPIS
830
Financial Planning & Information Services
Wisconsin
$264K – – –
RWPA
831
Richard W. Paul & Associates
Michigan
$263K +$251K +1,098 New
PC
832
Port Capital
Illinois
$263K – – –
BA
833
Bellwether Advisors
Nebraska
$262K – – –
MWA
834
Monograph Wealth Advisors
California
$262K – – –
NEPWA
835
New England Private Wealth Advisors
Massachusetts
$262K +$458 +2 +0.2%
CAG
836
Crestwood Advisors Group
Massachusetts
$259K -$233K -1,020 -49%
SYBT
837
Stock Yards Bank & Trust
Kentucky
$259K – – –
UA
838
Unison Advisors
District of Columbia
$259K +$686 +3 +0.3%
HIMC
839
Heritage Investors Management Corp
Maryland
$258K -$229 -1 -0.1%
SAW
840
Signal Advisors Wealth
Michigan
$258K +$246K +1,075 New
FWM
841
Foguth Wealth Management
Michigan
$258K +$246K +1,075 New
SWM
842
Spire Wealth Management
Virginia
$257K -$31.3K -137 -11%
SGI
843
Summit Global Investments
Utah
$257K -$674K -2,946 -73%
CCMG
844
Clark Capital Management Group
Pennsylvania
$256K +$245K +1,069 New
RFN
845
RDA Financial Network
Iowa
$256K +$13.7K +60 +6%
ADL
846
Asset Dedication LLC
California
$254K – – –
GLA
847
Great Lakes Advisors
Illinois
$252K +$241K +1,053 New
KA
848
Kovack Advisors
Florida
$252K +$241K +1,053 New
WCM
849
Wealthcare Capital Management
Virginia
$252K -$10.3K -45 -4%
HCM
850
Howland Capital Management
Massachusetts
$252K – – –
32 33
34
35 36