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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
1001
Sonoma Private Wealth
California
$213K +$224K +828 New
CWM
1002
Cabot Wealth Management
Massachusetts
$213K +$224K +827 New
LWA
1003
Lineweaver Wealth Advisors
Ohio
$211K – – –
OIM
1004
Orca Investment Management
Oregon
$211K – – –
AI
1005
Axos Invest
Nevada
$211K -$72K -266 -24%
MPI
1006
Mairs & Power Inc
Minnesota
$211K – – –
SDWMA
1007
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K – – –
CB
1008
CNB Bank
Pennsylvania
$211K – – –
RCWM
1009
Royal Capital Wealth Management
Indiana
$210K +$813 +3 +0.4%
FIBT
1010
First International Bank & Trust
North Dakota
$210K – – –
ACP
1011
Aviance Capital Partners
Florida
$209K – – –
SIC
1012
Salem Investment Counselors
North Carolina
$209K -$8.13K -30 -4%
ABC
1013
Associated Banc-Corp
Wisconsin
$209K -$5.15K -19 -2%
CWA
1014
Clarity Wealth Advisors
California
$208K – – –
FT
1015
Fiduciary Trust
Massachusetts
$208K +$542 +2 +0.2%
LCM
1016
Lazari Capital Management
California
$208K +$813 +3 +0.4%
FHA
1017
First Horizon Advisors
Tennessee
$208K -$37.1K -137 -14%
PA
1018
PFG Advisors
Arizona
$207K +$271 +1 +0.1%
GAG
1019
Goodman Advisory Group
Massachusetts
$206K +$218K +803 New
SI
1020
Scharf Investments
California
$206K +$217K +800 New
MFF
1021
Michels Family Financial
Texas
$206K -$5.15K -19 -2%
DAS
1022
Diversify Advisory Services
Utah
$205K +$5.96K +22 +3%
TWM
1023
Tanager Wealth Management
United Kingdom
$204K – – –
VWA
1024
Visionary Wealth Advisors
Illinois
$204K -$24.9K -92 -10%
GSWM
1025
Golden State Wealth Management
California
$204K +$6.23K +23 +3%
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