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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
926
Centaurus Financial
California
$263K +$27.1K +100 +11%
WAM
927
WNY Asset Management
New York
$262K +$276K +1,020 New
PWS
928
Physician Wealth Solutions
Nevada
$261K – – –
FL
929
FreeGulliver LLC
Louisiana
$261K -$542 -2 -0.2%
SWRP
930
Summit Wealth & Retirement Planning
California
$259K – – –
AC
931
Avestar Capital
New York
$257K – – –
CNFG
932
Creegan & Nassoura Financial Group
New Hampshire
$257K – – –
SGI
933
Summit Global Investments
Utah
$257K -$271 -1 -0.1%
SCM
934
SOL Capital Management
Maryland
$257K – – –
BTI
935
Blue Trust Inc
Georgia
$257K – – –
C
936
Certuity
Florida
$254K -$14.4K -53 -5%
MAS
937
MPWM Advisory Solutions
Georgia
$254K – – –
LIA
938
Lynx Investment Advisory
District of Columbia
$250K +$813 +3 +0.3%
SC
939
Scotia Capital
Ontario, Canada
$249K -$62.3K -230 -19%
TWM
940
Thrive Wealth Management
Pennsylvania
$249K -$14.6K -54 -5%
BH
941
Burk Holdings
Oklahoma
$248K +$40.1K +148 +18%
SS
942
SBI Securities
Japan
$248K -$27.6K -102 -10%
KAM
943
KEB Asset Management
Illinois
$248K – – –
AC
944
Apella Capital
Connecticut
$247K +$53.1K +196 +25%
HFS
945
Hopwood Financial Services
Virginia
$245K – – –
NSG
946
Nalls Sherbakoff Group
Tennessee
$245K +$258K +953 New
AA
947
ArborFi Advisors
Michigan
$245K – – –
CST
948
Charles Schwab Trust
Nevada
$245K +$258K +952 New
VA
949
Valmark Advisers
Ohio
$244K – – –
WIP
950
WealthCare Investment Partners
Rhode Island
$240K +$16K +59 +6%
36 37
38
39 40