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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
926
Nova R Wealth
Kansas
$319K +$306K +1,035 New
BTI
927
Blue Trust Inc
Georgia
$315K – – –
CA
928
Capital Advantage
California
$315K – – –
WAM
929
WNY Asset Management
New York
$314K – – –
PWS
930
Physician Wealth Solutions
Nevada
$312K – – –
FL
931
FreeGulliver LLC
Louisiana
$312K – – –
SWRP
932
Summit Wealth & Retirement Planning
California
$310K – – –
WIP
933
WealthCare Investment Partners
Rhode Island
$309K -$5.92K -20 -2%
AC
934
Avestar Capital
New York
$309K – – –
LCM
935
Lazari Capital Management
California
$308K +$888 +3 +0.3%
FTWA
936
Fifth Third Wealth Advisors
Ohio
$308K -$215K -727 -42%
CNFG
937
Creegan & Nassoura Financial Group
New Hampshire
$308K – – –
DAS
938
Diversify Advisory Services
Utah
$305K – – –
CCA
939
Cobblestone Capital Advisors
New York
$305K -$9.77K -33 -3%
GI
940
GAMMA Investing
California
$304K +$157K +529 +115%
HGWM
941
Horst & Graben Wealth Management
Oregon
$303K – – –
TAM
942
TCP Asset Management
Ohio
$303K – – –
LIA
943
Lynx Investment Advisory
District of Columbia
$301K +$888 +3 +0.3%
KAM
944
KEB Asset Management
Illinois
$297K – – –
SS
945
SBI Securities
Japan
$297K – – –
CWA
946
Canvas Wealth Advisors
Kansas
$296K -$30.5K -103 -10%
SCP
947
Shorepoint Capital Partners
Massachusetts
$296K +$284K +960 New
VA
948
Valmark Advisers
Ohio
$295K +$2.67K +9 +0.9%
HFS
949
Hopwood Financial Services
Virginia
$294K – – –
NSG
950
Nalls Sherbakoff Group
Tennessee
$293K – – –
36 37
38
39 40