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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
SHP Wealth Management
Massachusetts
$497K – – –
PRP
827
Peak Retirement Planning
Ohio
$495K -$279K -892 -35%
TCOTS
828
Trust Company of the South
North Carolina
$492K – – –
IIM
829
IFC & Insurance Marketing
California
$492K +$626 +2 +0.1%
WPC
830
Waters Parkerson & Co
Louisiana
$491K -$101K -322 -16%
MCM
831
Mitchell Capital Management
Kansas
$479K – – –
EW
832
Expressive Wealth
Illinois
$479K -$23.5K -75 -5%
AWP
833
Abacus Wealth Partners
California
$472K -$24.4K -78 -5%
YWM
834
Yoder Wealth Management
California
$472K -$8.13K -26 -2%
MEAC
835
M.E. Allison & Co
Texas
$471K +$313 +1 +0.1%
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$470K -$37.5K -120 -7%
VCP
837
Verus Capital Partners
Arizona
$470K -$1.25K -4 -0.3%
HCMT
838
Highland Capital Management (Tennessee)
Tennessee
$466K – – –
MAWA
839
Moss Adams Wealth Advisors
Washington
$458K – – –
FFBTD
840
First Financial Bank - Trust Division
Ohio
$457K – – –
CA
841
Claro Advisors
Massachusetts
$452K -$4.69K -15 -1%
SB
842
Strategic Blueprint
Georgia
$449K -$30.7K -98 -6%
RFC
843
Regions Financial Corp
Alabama
$448K – – –
CFD
844
Creative Financial Designs
Indiana
$448K -$21.3K -68 -4%
NF
845
Napier Financial
Massachusetts
$447K +$468K +1,497 New
LFGO
846
Legacy Financial Group (Oklahoma)
Oklahoma
$446K -$27.2K -87 -6%
SPW
847
Stillwater Private Wealth
Pennsylvania
$446K +$467K +1,492 New
RFN
848
Redwood Financial Network
Ohio
$444K -$14.4K -46 -3%
OHIS
849
Oak Harvest Investment Services
Texas
$441K -$19.4K -62 -4%
BWA
850
BlueChip Wealth Advisors
Georgia
$441K – – –
32 33
34
35 36