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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
1026
OpenArc Corporate Advisory
Georgia
$311K +$11.7K +35 +4%
UFAC
1027
Urban Financial Advisory Corp
Illinois
$310K +$1K +3 +0.3%
CAC
1028
Certified Advisory Corp
Florida
$309K +$63K +189 +27%
MW
1029
Maia Wealth
Colorado
$309K +$334 +1 +0.1%
MYIA
1030
Mount Yale Investment Advisors
Colorado
$309K +$18.3K +55 +7%
LI
1031
LRI Investments
Florida
$308K – – –
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$308K +$15.3K +46 +5%
SP
1033
Successful Portfolios
Florida
$308K -$5.67K -17 -2%
BFP
1034
Briaud Financial Planning
Texas
$307K – – –
CWM
1035
Connecticut Wealth Management
Connecticut
$306K – – –
MIM
1036
Marco Investment Management
Georgia
$306K – – –
2L
1037
25 LLC
Missouri
$305K – – –
WF
1038
Welch & Forbes
Massachusetts
$304K – – –
GLA
1039
Great Lakes Advisors
Illinois
$302K -$44K -132 -13%
WPWM
1040
Western Pacific Wealth Management
Illinois
$301K – – –
IPW
1041
Impact Partnership Wealth
Georgia
$299K +$22K +66 +8%
UAG
1042
United Advisor Group
Ohio
$299K -$14.3K -43 -5%
HGWM
1043
Horst & Graben Wealth Management
Oregon
$299K – – –
TPW
1044
TL Private Wealth
Texas
$298K +$289K +866 New
SS
1045
SBI Securities
Japan
$298K -$33.4K -100 -10%
SC
1046
Schoolcraft Capital
Colorado
$298K -$10K -30 -3%
CIA
1047
Cladis Investment Advisory
Montana
$297K – – –
CFG
1048
Cooper Financial Group
California
$297K -$667 -2 -0.2%
WJWM
1049
Williams Jones Wealth Management
New York
$297K +$288K +863 New
UA
1050
URS Advisory
Florida
$296K -$67.4K -202 -19%
40 41
42
43 44