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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
876
Summit Wealth & Retirement Planning
California
$265K – – –
GAA
877
Global Assets Advisory
Florida
$264K +$256K +1,010 New
RFN
878
RDA Financial Network
Iowa
$264K -$50.7K -200 -17%
AC
879
Avestar Capital
New York
$263K – – –
CNFG
880
Creegan & Nassoura Financial Group
New Hampshire
$263K – – –
AAP
881
Arax Advisory Partners
Colorado
$263K -$8.37K -33 -3%
SCM
882
SOL Capital Management
Maryland
$263K – – –
B
883
BetterWealth
California
$261K -$5.83K -23 -2%
TAM
884
TCP Asset Management
Ohio
$261K – – –
I
885
INVST
Indiana
$254K -$7.61K -30 -3%
LIA
886
Lynx Investment Advisory
District of Columbia
$254K +$761 +3 +0.3%
KAM
887
KEB Asset Management
Illinois
$254K – – –
FHA
888
First Horizon Advisors
Tennessee
$254K +$70.3K +277 +40%
CWM
889
Congress Wealth Management
Massachusetts
$253K -$12M -47,360 -98%
SG
890
StoneX Group
New York
$250K +$254 +1 +0.1%
VA
891
Valmark Advisers
Ohio
$250K – – –
AI
892
Axos Invest
Nevada
$249K +$240K +945 New
WIP
893
WealthCare Investment Partners
Rhode Island
$248K +$37.8K +149 +19%
AIA
894
Arbor Investment Advisors
North Carolina
$247K – – –
MPPLM
895
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$247K – – –
NCFG
896
New Century Financial Group
New Jersey
$247K +$237K +936 New
BTI
897
Blue Trust Inc
Georgia
$245K -$56.3K -222 -18%
LI
898
LRI Investments
Florida
$245K – – –
HWA
899
Hilltop Wealth Advisors
North Carolina
$242K – – –
WP
900
Wealthspan Partners
Iowa
$238K – – –
34 35
36
37 38