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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
976
Elm Partners Management
Pennsylvania
$365K +$354K +1,060 New
WHCFA
977
William Howard & Co Financial Advisors
Tennessee
$363K +$1K +3 +0.3%
BTI
978
Blue Trust Inc
Georgia
$361K +$8.67K +26 +3%
WCM
979
Wealthcare Capital Management
Virginia
$361K – – –
TAM
980
TCP Asset Management
Ohio
$359K +$20.3K +61 +6%
GIM
981
Guild Investment Management
California
$359K +$348K +1,044 New
IA
982
Integrity Alliance
Iowa
$357K +$9.67K +29 +3%
DI
983
Disciplined Investments
Oklahoma
$355K +$334 +1 +0.1%
NLP
984
Next Level Private
New York
$355K -$4.34K -13 -1%
PA
985
PFG Advisors
Arizona
$355K +$40.7K +122 +13%
PFG
986
Prospect Financial Group
Virginia
$354K – – –
HIMC
987
Heritage Investors Management Corp
Maryland
$353K -$4.67K -14 -1%
CWM
988
Calamos Wealth Management
Illinois
$352K +$334 +1 +0.1%
PAG
989
Private Advisory Group
Washington
$351K +$341K +1,022 New
DWA
990
Delap Wealth Advisory
Oregon
$350K – – –
PWS
991
Physician Wealth Solutions
Nevada
$349K – – –
FL
992
FreeGulliver LLC
Louisiana
$349K – – –
LCM
993
Lazari Capital Management
California
$348K +$1K +3 +0.3%
FSWA
994
Financial Synergies Wealth Advisors
Texas
$347K -$1K -3 -0.3%
SWRP
995
Summit Wealth & Retirement Planning
California
$346K – – –
NCM
996
Noesis Capital Mangement
Florida
$346K -$88.7K -266 -21%
FFA
997
Florida Financial Advisors
Florida
$346K – – –
RWM
998
Revisor Wealth Management
Ohio
$345K -$9.01K -27 -3%
CWM
999
CMH Wealth Management
New Hampshire
$344K – – –
BWS
1000
Buck Wealth Strategies
Colorado
$343K +$333K +997 New
38 39
40
41 42