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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
851
Theory Financial
Colorado
$252K +$3.89K +17 +2%
NPF
852
Norris Perne & French
Michigan
$251K +$240K +1,048 New
LEA
853
Legacy Edge Advisors
New York
$251K – – –
NLP
854
Next Level Private
New York
$250K – – –
C
855
Certuity
Florida
$250K +$239K +1,043 New
SC
856
Scotia Capital
Ontario, Canada
$250K +$14K +61 +6%
KWA
857
Kingswood Wealth Advisors
California
$250K -$105K -461 -31%
LFAS
858
Level Four Advisory Services
Texas
$249K – – –
CWM
859
CCG Wealth Management
California
$249K +$237K +1,038 New
MPPLM
860
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$248K – – –
SJL
861
Shayne & Jacobs LLC
Tennessee
$248K – – –
TWM
862
Thrive Wealth Management
Pennsylvania
$247K +$5.72K +25 +2%
WAM
863
WNY Asset Management
New York
$245K – – –
PWS
864
Physician Wealth Solutions
Nevada
$243K – – –
CA
865
CoreCap Advisors
Michigan
$242K -$19.9K -87 -8%
H
866
HoyleCohen
California
$242K +$231K +1,008 New
TSWM
867
Triangle Securities Wealth Management
North Carolina
$242K -$14.9K -65 -6%
SWRP
868
Summit Wealth & Retirement Planning
California
$241K – – –
SMA
869
Sage Mountain Advisors
Georgia
$240K – – –
PCIA
870
Prime Capital Investment Advisors
Kansas
$240K +$19.2K +84 +9%
SCM
871
SOL Capital Management
Maryland
$240K – – –
AC
872
Avestar Capital
New York
$240K – – –
CNFG
873
Creegan & Nassoura Financial Group
New Hampshire
$240K – – –
FL
874
FreeGulliver LLC
Louisiana
$240K – – –
I
875
INVST
Indiana
$238K – – –
33 34
35
36 37