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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
876
Total Wealth Planning
Ohio
$315K -$62.1K -229 -16%
CAG
877
Crestwood Advisors Group
Massachusetts
$313K +$3.25K +12 +1%
BMD
878
Better Money Decisions
New Mexico
$313K +$32.2K +119 +11%
PCIA
879
Prime Capital Investment Advisors
Kansas
$312K +$79.9K +295 +34%
PCH
880
PGIM Custom Harvest
New Jersey
$310K – – –
AIA
881
Arbor Investment Advisors
North Carolina
$309K +$55.8K +206 +22%
CCA
882
Cobblestone Capital Advisors
New York
$309K -$20.1K -74 -6%
BFS
883
BridgePort Financial Solutions
Iowa
$308K +$310K +1,143 New
RWP
884
Revolve Wealth Partners
New Jersey
$307K +$27.1K +100 +10%
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$306K – – –
RP
886
Riverwater Partners
Wisconsin
$305K – – –
MW
887
Maia Wealth
Colorado
$302K +$4.61K +17 +2%
FWM
888
Foguth Wealth Management
Michigan
$302K +$292K +1,077 New
HBW
889
Hazlett, Burt & Watson
West Virginia
$301K -$16.8K -62 -5%
VBFP
890
Valtinson Bruner Financial Planning
Minnesota
$300K – – –
SA
891
Sylvest Advisors
Texas
$300K +$301K +1,112 New
PFG
892
Prospect Financial Group
Virginia
$299K +$301K +1,109 New
VP
893
Verum Partners
North Carolina
$299K -$26K -96 -8%
DI
894
Disciplined Investments
Oklahoma
$298K -$813 -3 -0.3%
UB
895
UMB Bank
Missouri
$297K +$276K +1,019 +1,228%
AFG
896
Altiora Financial Group
Ohio
$297K – – –
RWPA
897
Richard W. Paul & Associates
Michigan
$296K – – –
MWA
898
Monograph Wealth Advisors
California
$295K – – –
ECG
899
Edge Capital Group
Georgia
$294K +$296K +1,091 New
AI
900
Axos Invest
Nevada
$293K +$38.5K +142 +15%
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