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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$533K +$10.6K +34 +2%
TIAM2
827
Tru Independence Asset Management 2
Oregon
$533K – – –
PTC
828
Private Trust Company
Ohio
$531K – – –
WCG
829
Weaver Consulting Group
California
$524K – – –
SWM
830
SHP Wealth Management
Massachusetts
$523K +$519K +1,663 New
AWP
831
Abacus Wealth Partners
California
$522K -$12.2K -39 -2%
TCOTS
832
Trust Company of the South
North Carolina
$518K +$514K +1,647 New
IIM
833
IFC & Insurance Marketing
California
$517K +$513K +1,644 New
CA
834
Clearstead Advisors
Ohio
$517K – – –
CPG
835
Cornerstone Planning Group
New Jersey
$514K +$501K +1,603 New
CAI
836
Capital Advisors Inc
Oklahoma
$513K +$31.5K +101 +7%
AI
837
Atria Investments
North Carolina
$512K -$10.9M -35,055 -96%
BOM
838
Bank of Marin
California
$512K – – –
YWM
839
Yoder Wealth Management
California
$506K – – –
MCM
840
Mitchell Capital Management
Kansas
$505K +$2.81K +9 +0.6%
SB
841
Strategic Blueprint
Georgia
$504K -$45.3K -145 -8%
QPWM
842
Quadrant Private Wealth Management
Pennsylvania
$503K +$29.7K +95 +6%
CA
843
CoreCap Advisors
Michigan
$503K -$205K -656 -29%
LFGO
844
Legacy Financial Group (Oklahoma)
Oklahoma
$497K +$25.6K +82 +5%
MEAC
845
M.E. Allison & Co
Texas
$496K +$312 +1 +0.1%
VCP
846
Verus Capital Partners
Arizona
$496K -$22.8K -73 -4%
CFD
847
Creative Financial Designs
Indiana
$493K +$2.5K +8 +0.5%
HCMT
848
Highland Capital Management (Tennessee)
Tennessee
$491K -$5K -16 -1%
EFH
849
Eaton Financial Holdings
Florida
$489K +$485K +1,553 New
OHIS
850
Oak Harvest Investment Services
Texas
$484K +$2.81K +9 +0.6%
32 33
34
35 36