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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Arkadios Wealth Advisors
Georgia
$273K – – –
SWRP
927
Summit Wealth & Retirement Planning
California
$271K – – –
SGI
928
Summit Global Investments
Utah
$270K -$6.77K -25 -2%
SCM
929
SOL Capital Management
Maryland
$270K – – –
AC
930
Avestar Capital
New York
$270K – – –
CNFG
931
Creegan & Nassoura Financial Group
New Hampshire
$270K – – –
BTI
932
Blue Trust Inc
Georgia
$269K +$4.06K +15 +2%
AWP
933
Avid Wealth Partners
Texas
$269K -$61K -225 -18%
BFA
934
Beacon Financial Advisory
Ohio
$269K +$46.3K +171 +21%
TAM
935
TCP Asset Management
Ohio
$268K – – –
SWA
936
Strategies Wealth Advisors
Michigan
$267K +$32.2K +119 +14%
MAS
937
MPWM Advisory Solutions
Georgia
$266K +$268K +988 New
LIA
938
Lynx Investment Advisory
District of Columbia
$262K +$1.63K +6 +0.6%
I
939
INVST
Indiana
$260K – – –
BTWM
940
Baker Tilly Wealth Management
Wisconsin
$260K +$261K +965 New
KAM
941
KEB Asset Management
Illinois
$260K – – –
WIP
942
WealthCare Investment Partners
Rhode Island
$258K +$1.08K +4 +0.4%
HFS
943
Hopwood Financial Services
Virginia
$258K +$259K +955 New
AA
944
ArborFi Advisors
Michigan
$257K +$258K +952 New
VA
945
Valmark Advisers
Ohio
$256K – – –
FHA
946
First Horizon Advisors
Tennessee
$255K -$4.61K -17 -2%
AL
947
ACAS LLC
California
$254K -$59.6K -220 -19%
NCFG
948
New Century Financial Group
New Jersey
$252K -$2.98K -11 -1%
CF
949
Clarity Financial
Texas
$251K +$23K +85 +10%
DFG
950
Dynamic Financial Group
Iowa
$251K +$252K +929 New
36 37
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