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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
901
Piscataqua Savings Bank
New Hampshire
$436K -$287K -860 -40%
SFG
902
SNS Financial Group
Minnesota
$435K +$422K +1,264 New
IP
903
Indivisible Partners
Florida
$432K +$419K +1,256 New
GCA
904
Greenwood Capital Associates
South Carolina
$430K – – –
CA
905
Clune & Associates
Illinois
$430K -$278K -832 -40%
OA
906
Oxbow Advisors
Texas
$430K – – –
CGA
907
Crescent Grove Advisors
Illinois
$429K -$4.67K -14 -1%
SG
908
StoneX Group
New York
$424K +$2.33K +7 +0.6%
SFG
909
Stonebridge Financial Group
California
$424K +$412K +1,234 New
FTWA
910
Fifth Third Wealth Advisors
Ohio
$423K +$40K +120 +11%
BFS
911
BridgePort Financial Solutions
Iowa
$422K – – –
CMP
912
Courage Miller Partners
Virginia
$419K – – –
BWP
913
Barlow Wealth Partners
Kentucky
$419K – – –
GKWIM
914
Gerber Kawasaki Wealth & Investment Management
California
$417K -$31.7K -95 -7%
SW
915
SkyOak Wealth
Michigan
$414K – – –
ZIM
916
Zacks Investment Management
Illinois
$413K +$18.7K +56 +5%
CP
917
Creekside Partners
California
$413K +$334 +1 +0.1%
CS
918
Crescent Sterling
Louisiana
$413K -$317K -950 -44%
IAA
919
Ironsides Asset Advisors
North Carolina
$413K – – –
NOI
920
Newton One Investments
Delaware
$412K -$29.7K -89 -7%
HIS
921
Harvest Investment Services
Illinois
$410K -$20K -60 -5%
PP
922
Prosperity Planning
Missouri
$410K -$16.7K -50 -4%
TWM
923
Trevian Wealth Management
Massachusetts
$409K – – –
MWM
924
Maripau Wealth Management
Indiana
$408K +$51.4K +154 +15%
CM
925
Cornerstone Management
Georgia
$407K -$12.3K -37 -3%
35 36
37
38 39