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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
826
Seven Springs Wealth Group
Tennessee
$378K – – –
WPC
827
Waters Parkerson & Co
Louisiana
$376K – – –
AT
828
American Trust
Kentucky
$375K – – –
FHC
829
First Heartland Consultants
Missouri
$375K – – –
MPCL
830
My Personal CFO LLC
Washington
$375K +$813 +3 +0.2%
WIM
831
WealthPlan Investment Management
Nebraska
$374K – – –
APW
832
Acima Private Wealth
Virginia
$372K – – –
MCCA
833
Mill Creek Capital Advisors
Pennsylvania
$368K – – –
OAM
834
Oak Asset Management
California
$367K – – –
MF
835
Meridian Financial
Massachusetts
$367K – – –
BOSSRA
836
B.O.S.S. Retirement Advisors
Utah
$366K +$368K +1,358 New
SIM
837
Studio Investment Management
Illinois
$364K +$366K +1,350 New
CG
838
Cynosure Group
Utah
$362K +$364K +1,342 New
MSFS
839
Main Street Financial Solutions
Pennsylvania
$357K -$64.8K -239 -15%
QCG
840
Quadrant Capital Group
Ohio
$354K +$11.1K +41 +3%
PWG
841
Portside Wealth Group
Utah
$354K +$355K +1,311 New
PWP
842
Principle Wealth Partners
Connecticut
$353K -$40.9K -151 -10%
B
843
BetterWealth
California
$351K +$84K +310 +31%
WCWM
844
Willow Creek Wealth Management
California
$350K -$15.2K -56 -4%
RA
845
Riversedge Advisors
Delaware
$349K +$1.35K +5 +0.4%
WI
846
Wedgewood Investors
Pennsylvania
$347K – – –
ITIM
847
Indiana Trust & Investment Management
Indiana
$345K – – –
BEI
848
Benjamin Edwards Inc
Missouri
$343K +$10.3K +38 +3%
CW
849
CreativeOne Wealth
Kansas
$341K +$6.77K +25 +2%
AI
850
Accredited Investors
Minnesota
$340K – – –
32 33
34
35 36