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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
976
Integrity Alliance
Iowa
$302K -$7.3M -23,346 -96%
GLA
977
Great Lakes Advisors
Illinois
$302K -$19.7K -63 -6%
LCM
978
Lazari Capital Management
California
$301K +$939 +3 +0.3%
SWRP
979
Summit Wealth & Retirement Planning
California
$301K – – –
FFA
980
Florida Financial Advisors
Florida
$300K – – –
AI
981
Atria Investments
North Carolina
$300K -$196K -625 -38%
EFG
982
Elevated Financial Group
Indiana
$300K +$48.5K +155 +18%
CWM
983
CMH Wealth Management
New Hampshire
$299K +$313K +1,000 New
RP
984
Riverwater Partners
Wisconsin
$298K -$3.75K -12 -1%
TAM
985
TCP Asset Management
Ohio
$294K – – –
GI
986
GAMMA Investing
California
$294K -$1.56K -5 -0.5%
LIA
987
Lynx Investment Advisory
District of Columbia
$293K – – –
IWN
988
Independent Wealth Network
Iowa
$291K +$305K +975 New
SS
989
SBI Securities
Japan
$289K +$313 +1 +0.1%
ADL
990
Asset Dedication LLC
California
$289K -$17.8K -57 -6%
KAM
991
KEB Asset Management
Illinois
$288K – – –
GRWP
992
Green Ridge Wealth Planning
New Jersey
$287K – – –
HGWM
993
Horst & Graben Wealth Management
Oregon
$286K -$36.3K -116 -12%
HFS
994
Hopwood Financial Services
Virginia
$285K – – –
NSG
995
Nalls Sherbakoff Group
Tennessee
$285K – – –
VA
996
Valmark Advisers
Ohio
$283K -$2.82K -9 -0.9%
TCM
997
Tradewinds Capital Management
Washington
$283K +$3.75K +12 +1%
MAG
998
M3 Advisory Group
Massachusetts
$282K +$939 +3 +0.3%
DFG
999
Dynamic Financial Group
Iowa
$281K +$626 +2 +0.2%
AIA
1000
Arbor Investment Advisors
North Carolina
$281K – – –
38 39
40
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