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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Prosperity Planning
Missouri
$420K -$6.85K -26 -2%
LT
827
Legacy Trust
Michigan
$419K – – –
BPW
828
BLVD Private Wealth
Kentucky
$415K +$384K +1,456 New
FF
829
Financial Futures
New Jersey
$413K -$1.32K -5 -0.3%
BWL
830
Beacon Wealthcare LLC
North Carolina
$412K – – –
NOI
831
Newton One Investments
Delaware
$410K – – –
WIM
832
WealthPlan Investment Management
Nebraska
$407K +$10.3K +39 +3%
AWA
833
Archvest Wealth Advisors
California
$406K – – –
RWM
834
Rialto Wealth Management
New York
$405K – – –
SXL
835
Summit X LLC
Missouri
$405K – – –
PRP
836
Peak Retirement Planning
Ohio
$400K -$50.3K -191 -12%
SSWG
837
Seven Springs Wealth Group
Tennessee
$399K – – –
JWA
838
JFS Wealth Advisors
Pennsylvania
$398K -$269K -1,020 -42%
AT
839
American Trust
Kentucky
$397K – – –
MPCL
840
My Personal CFO LLC
Washington
$397K – – –
IWS
841
Integrity Wealth Solutions
Colorado
$396K +$365K +1,387 New
VT
842
Vise Technologies
New York
$395K +$365K +1,384 New
IFA
843
Index Fund Advisors
California
$394K – – –
APW
844
Acima Private Wealth
Virginia
$394K – – –
AG
845
Ascent Group
Virginia
$393K -$50.1K -190 -12%
DA
846
Detalus Advisors
Missouri
$393K +$130K +493 +56%
DAC
847
Dividend Assets Capital
South Carolina
$390K +$1.84K +7 +0.5%
MCCA
848
Mill Creek Capital Advisors
Pennsylvania
$389K – – –
OAM
849
Oak Asset Management
California
$388K – – –
MF
850
Meridian Financial
Massachusetts
$388K – – –
32 33
34
35 36