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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
951
BLVD Private Wealth
Kentucky
$342K -$116K -371 -25%
SYBT
952
Stock Yards Bank & Trust
Kentucky
$340K – – –
CP
953
Cornerstone Planning
North Carolina
$338K +$335K +1,074 New
HFA
954
High Falls Advisors
New York
$338K – – –
GLA
955
Great Lakes Advisors
Illinois
$337K -$27.2K -87 -8%
TAM
956
Titleist Asset Management
Texas
$337K +$334K +1,071 New
SPI
957
Strategic Planning Inc
Ohio
$337K +$334K +1,071 New
CRC
958
Curi RMB Capital
Illinois
$335K – – –
TC
959
Town Capital
Maryland
$335K +$332K +1,063 New
DW30
960
Drucker Wealth 3.0
New Jersey
$333K +$33.7K +108 +11%
JWA
961
JFS Wealth Advisors
Pennsylvania
$332K +$937 +3 +0.3%
CCM
962
Canal Capital Management
Virginia
$331K +$1.87K +6 +0.6%
WCM
963
Wealthcare Capital Management
Virginia
$331K – – –
DWA
964
Delap Wealth Advisory
Oregon
$330K +$328K +1,049 New
NPF
965
Norris Perne & French
Michigan
$330K – – –
BTI
966
Blue Trust Inc
Georgia
$329K +$7.5K +24 +2%
NLP
967
Next Level Private
New York
$328K +$312 +1 +0.1%
HIMC
968
Heritage Investors Management Corp
Maryland
$327K -$312 -1 -0.1%
RWM
969
Revisor Wealth Management
Ohio
$327K +$55.3K +177 +21%
NRW
970
Nova R Wealth
Kansas
$326K – – –
DI
971
Disciplined Investments
Oklahoma
$325K -$22.8K -73 -7%
ADL
972
Asset Dedication LLC
California
$322K -$23.1K -74 -7%
CWM
973
Calamos Wealth Management
Illinois
$322K +$319K +1,023 New
CA
974
Capital Advantage
California
$322K – – –
FSWA
975
Financial Synergies Wealth Advisors
Texas
$321K -$8.74K -28 -3%
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