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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
976
Welch & Forbes
Massachusetts
$238K +$240K +884 New
RF
977
Roxbury Financial
New Jersey
$237K +$232K +855 New
FAIM
978
Financial Advocates Investment Management
Washington
$236K +$542 +2 +0.2%
AA
979
Armis Advisers
Georgia
$236K +$237K +876 New
UAG
980
United Advisor Group
Ohio
$235K +$236K +872 New
HH
981
Hilltop Holdings
Texas
$235K +$236K +871 New
CIA
982
Cladis Investment Advisory
Montana
$233K – – –
PSF
983
Pacific Sun Financial
California
$232K – – –
BFS
984
Bradley Foster & Sargent
Connecticut
$231K +$17.6K +65 +8%
KSWA
985
Kathleen S. Wright Associates
Pennsylvania
$230K +$11.9K +44 +5%
AW
986
Avion Wealth
Texas
$229K -$9.48K -35 -4%
SWM
987
Sterling Wealth Management
Illinois
$229K – – –
CG
988
CFO4Life Group
Texas
$228K – – –
SIC
989
Salem Investment Counselors
North Carolina
$227K – – –
SWM
990
SilverOak Wealth Management
Minnesota
$227K -$2.44K -9 -1%
RIS
991
Retirement Income Solutions
Michigan
$226K – – –
CPA
992
Compass Planning Associates
Massachusetts
$226K +$227K +836 New
ABC
993
Associated Banc-Corp
Wisconsin
$224K -$2.44K -9 -1%
CL
994
COWA LLC
Oklahoma
$224K – – –
LWA
995
Lineweaver Wealth Advisors
Ohio
$222K +$223K +822 New
OIM
996
Orca Investment Management
Oregon
$222K – – –
MPI
997
Mairs & Power Inc
Minnesota
$221K -$1.63K -6 -0.7%
SDWMA
998
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K – – –
CB
999
CNB Bank
Pennsylvania
$221K – – –
MFF
1000
Michels Family Financial
Texas
$221K +$222K +819 New
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40
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