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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
851
Shorepoint Capital Partners
Massachusetts
$339K +$4.88K +18 +1%
CAM
852
Carret Asset Management
New York
$338K – – –
EAM
853
Empirical Asset Management
Massachusetts
$338K – – –
BCA
854
Ballentine Capital Advisors
South Carolina
$337K – – –
OA
855
Oxbow Advisors
Texas
$337K – – –
SC
856
Schoolcraft Capital
Colorado
$333K -$6.23K -23 -2%
BWP
857
Barlow Wealth Partners
Kentucky
$333K – – –
CM
858
Cornerstone Management
Georgia
$333K +$17.3K +64 +5%
NEPWA
859
New England Private Wealth Advisors
Massachusetts
$333K +$37.9K +140 +13%
MWM
860
MY Wealth Management
Maryland
$333K -$1.9K -7 -0.6%
BFG
861
Bouchey Financial Group
New York
$331K +$24.7K +91 +8%
MSG
862
Main Street Group
Virginia
$330K -$10.3K -38 -3%
KPWG
863
KFA Private Wealth Group
Virginia
$329K +$331K +1,221 New
HWM
864
HighMark Wealth Management
Minnesota
$326K -$23K -85 -7%
SC
865
Scotia Capital
Ontario, Canada
$324K -$11.9K -44 -4%
IAA
866
Ironsides Asset Advisors
North Carolina
$324K – – –
WCF
867
West Coast Financial
California
$324K – – –
CP
868
Creekside Partners
California
$322K +$813 +3 +0.3%
IAP
869
Indie Asset Partners
Indiana
$321K +$1.08K +4 +0.3%
CWA
870
Consilio Wealth Advisors
Washington
$321K +$1.9K +7 +0.6%
TWM
871
Trevian Wealth Management
Massachusetts
$321K – – –
SW
872
SkyOak Wealth
Michigan
$321K +$88.1K +325 +38%
BWM
873
BKM Wealth Management
Wisconsin
$320K -$24.1K -89 -7%
AA
874
ACT Advisors
North Carolina
$318K -$103K -379 -24%
LWA
875
Lantern Wealth Advisors
New York
$316K +$317K +1,170 New
33 34
35
36 37