VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
826
New England Private Wealth Advisors
Massachusetts
$272K – – –
SYBT
827
Stock Yards Bank & Trust
Kentucky
$270K – – –
HIMC
828
Heritage Investors Management Corp
Maryland
$268K – – –
UA
829
Unison Advisors
District of Columbia
$268K -$1.44K -6 -0.6%
BAM
830
Belpointe Asset Management
Nevada
$266K -$35.6K -148 -12%
FCA
831
Fortis Capital Advisors
Kansas
$266K -$35.6K -148 -12%
CIA
832
Concurrent Investment Advisors
Florida
$263K -$16.8K -70 -6%
GLA
833
Great Lakes Advisors
Illinois
$263K – – –
WCM
834
Wealthcare Capital Management
Virginia
$262K – – –
NPF
835
Norris Perne & French
Michigan
$262K – – –
NLP
836
Next Level Private
New York
$261K – – –
C
837
Certuity
Florida
$260K – – –
SJL
838
Shayne & Jacobs LLC
Tennessee
$258K – – –
AAP
839
Arax Advisory Partners
Colorado
$258K +$248K +1,032 New
WAM
840
WNY Asset Management
New York
$255K – – –
PWS
841
Physician Wealth Solutions
Nevada
$253K – – –
B
842
BetterWealth
California
$253K +$13.5K +56 +6%
TWM
843
Thrive Wealth Management
Pennsylvania
$253K -$4.08K -17 -2%
FL
844
FreeGulliver LLC
Louisiana
$253K +$3.36K +14 +1%
TSWM
845
Triangle Securities Wealth Management
North Carolina
$252K – – –
SWRP
846
Summit Wealth & Retirement Planning
California
$251K – – –
SCM
847
SOL Capital Management
Maryland
$250K – – –
AC
848
Avestar Capital
New York
$250K – – –
CNFG
849
Creegan & Nassoura Financial Group
New Hampshire
$250K – – –
AWA
850
Arkadios Wealth Advisors
Georgia
$249K +$240K +998 New
32 33
34
35 36