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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
976
TCP Asset Management
Ohio
$359K +$20.3K +61 +6%
GIM
977
Guild Investment Management
California
$359K +$348K +1,044 New
IA
978
Integrity Alliance
Iowa
$357K +$9.67K +29 +3%
DI
979
Disciplined Investments
Oklahoma
$355K +$334 +1 +0.1%
NLP
980
Next Level Private
New York
$355K -$4.34K -13 -1%
PA
981
PFG Advisors
Arizona
$355K +$40.7K +122 +13%
PFG
982
Prospect Financial Group
Virginia
$354K – – –
HIMC
983
Heritage Investors Management Corp
Maryland
$353K -$4.67K -14 -1%
CWM
984
Calamos Wealth Management
Illinois
$352K +$334 +1 +0.1%
PAG
985
Private Advisory Group
Washington
$351K +$341K +1,022 New
DWA
986
Delap Wealth Advisory
Oregon
$350K – – –
PWS
987
Physician Wealth Solutions
Nevada
$349K – – –
FL
988
FreeGulliver LLC
Louisiana
$349K – – –
LCM
989
Lazari Capital Management
California
$348K +$1K +3 +0.3%
FSWA
990
Financial Synergies Wealth Advisors
Texas
$347K -$1K -3 -0.3%
SWRP
991
Summit Wealth & Retirement Planning
California
$346K – – –
NCM
992
Noesis Capital Mangement
Florida
$346K -$88.7K -266 -21%
FFA
993
Florida Financial Advisors
Florida
$346K – – –
RWM
994
Revisor Wealth Management
Ohio
$345K -$9.01K -27 -3%
CWM
995
CMH Wealth Management
New Hampshire
$344K – – –
BWS
996
Buck Wealth Strategies
Colorado
$343K +$333K +997 New
RP
997
Riverwater Partners
Wisconsin
$343K – – –
GI
998
GAMMA Investing
California
$338K – – –
LIA
999
Lynx Investment Advisory
District of Columbia
$337K +$334 +1 +0.1%
JWA
1000
JFS Wealth Advisors
Pennsylvania
$335K -$26.7K -80 -8%
38 39
40
41 42