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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
926
Canal Capital Management
Virginia
$298K +$275K +1,043 New
NLP
927
Next Level Private
New York
$296K -$2.9K -11 -1%
WIP
928
WealthCare Investment Partners
Rhode Island
$295K +$1.32K +5 +0.5%
CCA
929
Cobblestone Capital Advisors
New York
$292K -$11.3K -43 -4%
BTI
930
Blue Trust Inc
Georgia
$292K +$6.32K +24 +2%
CA
931
Capital Advantage
California
$292K -$3.95K -15 -1%
WAM
932
WNY Asset Management
New York
$291K – – –
PWS
933
Physician Wealth Solutions
Nevada
$290K – – –
FL
934
FreeGulliver LLC
Louisiana
$289K – – –
DAS
935
Diversify Advisory Services
Utah
$287K +$42.9K +163 +20%
SWRP
936
Summit Wealth & Retirement Planning
California
$287K – – –
RFP
937
Root Financial Partners
California
$287K +$265K +1,006 New
CAG
938
Csenge Advisory Group
Florida
$287K -$44.5K -169 -14%
AC
939
Avestar Capital
New York
$286K – – –
CNFG
940
Creegan & Nassoura Financial Group
New Hampshire
$285K – – –
SCM
941
SOL Capital Management
Maryland
$285K – – –
LCM
942
Lazari Capital Management
California
$284K +$49.3K +187 +23%
C
943
Certuity
Florida
$282K – – –
HGWM
944
Horst & Graben Wealth Management
Oregon
$281K +$260K +986 New
TAM
945
TCP Asset Management
Ohio
$281K -$102K -386 -28%
LIA
946
Lynx Investment Advisory
District of Columbia
$278K – – –
SC
947
Scotia Capital
Ontario, Canada
$277K – – –
TWM
948
Thrive Wealth Management
Pennsylvania
$276K -$263 -1 -0.1%
KAM
949
KEB Asset Management
Illinois
$275K – – –
SS
950
SBI Securities
Japan
$275K – – –
36 37
38
39 40