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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
951
Dynamic Financial Group
Iowa
$239K +$813 +3 +0.3%
NCFG
952
New Century Financial Group
New Jersey
$237K -$271 -1 -0.1%
NB
953
NBT Bank
New York
$237K +$10.3K +38 +4%
KSWA
954
Kathleen S. Wright Associates
Pennsylvania
$237K +$17.9K +66 +8%
CWM
955
Connecticut Wealth Management
Connecticut
$236K +$249K +920 New
RF
956
Roxbury Financial
New Jersey
$234K +$271 +1 +0.1%
AL
957
ACAS LLC
California
$234K – – –
WP
958
Wealthspan Partners
Iowa
$232K – – –
TFS
959
Thoroughbred Financial Services
Tennessee
$232K – – –
TCM
960
Tradewinds Capital Management
Washington
$232K – – –
BC
961
Burney Company
Virginia
$231K – – –
PIA
962
Perennial Investment Advisors
California
$231K -$32.5K -120 -12%
CAC
963
Certified Advisory Corp
Florida
$231K -$31.7K -117 -12%
BTWM
964
Brass Tax Wealth Management
Ohio
$230K – – –
LI
965
LRI Investments
Florida
$230K – – –
MPPLM
966
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$230K – – –
AUB
967
Atlantic Union Bankshares
Virginia
$229K – – –
AW
968
Avion Wealth
Texas
$229K – – –
BFP
969
Briaud Financial Planning
Texas
$229K +$242K +894 New
WFPG
970
Waller Financial Planning Group
Ohio
$229K +$271 +1 +0.1%
VP
971
Verum Partners
North Carolina
$229K -$59.3K -219 -20%
UFAC
972
Urban Financial Advisory Corp
Illinois
$229K +$813 +3 +0.3%
GLA
973
Great Lakes Advisors
Illinois
$229K – – –
MIM
974
Marco Investment Management
Georgia
$229K – – –
PCIA
975
Prime Capital Investment Advisors
Kansas
$228K -$73.1K -270 -23%
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39
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