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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
826
Summit X LLC
Missouri
$365K – – –
MFIM
827
Mesirow Financial Investment Management
Illinois
$364K +$271 +1 +0.1%
SSWG
828
Seven Springs Wealth Group
Tennessee
$360K – – –
FHC
829
First Heartland Consultants
Missouri
$358K +$271 +1 +0.1%
AT
830
American Trust
Kentucky
$358K – – –
MPCL
831
My Personal CFO LLC
Washington
$357K +$542 +2 +0.1%
WIM
832
WealthPlan Investment Management
Nebraska
$357K +$1.08K +4 +0.3%
IFA
833
Index Fund Advisors
California
$355K +$374K +1,380 New
APW
834
Acima Private Wealth
Virginia
$355K – – –
AC
835
Avant Capital
Louisiana
$354K +$373K +1,377 New
CRC
836
Curi RMB Capital
Illinois
$352K +$371K +1,370 New
TAM
837
TCP Asset Management
Ohio
$352K +$102K +378 +38%
MCCA
838
Mill Creek Capital Advisors
Pennsylvania
$350K – – –
OAM
839
Oak Asset Management
California
$350K – – –
MF
840
Meridian Financial
Massachusetts
$350K – – –
DAC
841
Dividend Assets Capital
South Carolina
$349K -$35.2K -130 -9%
HP
842
Haven Private
Florida
$348K -$13.5K -50 -4%
B
843
BetterWealth
California
$346K +$12.5K +46 +4%
CG
844
Cynosure Group
Utah
$346K +$1.35K +5 +0.4%
CWA
845
Canvas Wealth Advisors
Kansas
$342K +$1.08K +4 +0.3%
SW
846
SkyOak Wealth
Michigan
$339K +$34.7K +128 +11%
CWM
847
Cornerstone Wealth Management
Missouri
$338K -$30.9K -114 -8%
FWM
848
Foguth Wealth Management
Michigan
$337K +$63.7K +235 +22%
PWP
849
Principle Wealth Partners
Connecticut
$336K – – –
MWM
850
MY Wealth Management
Maryland
$334K +$10.6K +39 +3%
32 33
34
35 36