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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1026
SOA Wealth Advisors
New York
$7.75K – – –
MCA
1027
Maryland Capital Advisors
Maryland
$7.49K – – –
WWM
1028
Wolff Wiese Magana
California
$7.49K +$7.21K +30 New
EWM
1029
EPG Wealth Management
Georgia
$6.99K -$6.73K -28 Closed
IGWM
1030
ICA Group Wealth Management
Colorado
$6.24K -$62.9K -262 -91%
CMP
1031
Coston McIsaac & Partners
Maine
$6K – – –
TAM
1032
Townsend Asset Management
North Carolina
$5.99K – – –
TCM
1033
TruNorth Capital Management
Michigan
$5.99K – – –
BMC
1034
Bear Mountain Capital
Washington
$5.39K – – –
HMS
1035
Hanseatic Management Services
New Mexico
$4.74K – – –
OA
1036
Operose Advisors
Wisconsin
$4.24K +$4.08K +17 New
CCMI
1037
Creative Capital Management Investments
California
$3.99K +$3.84K +16 New
TH
1038
TCTC Holdings
Texas
$3.99K +$3.84K +16 New
AGWCA
1039
Annis Gardner Whiting Capital Advisors
Florida
$3.75K – – –
MIM
1040
Macroview Investment Management
Maryland
$3.75K – – –
PA
1041
Pineridge Advisors
Missouri
$3.25K -$42.3K -176 -93%
EW
1042
Element Wealth
Mississippi
$3.25K +$3.12K +13 New
FCA
1043
FinTrust Capital Advisors
South Carolina
$3K – – –
NL
1044
NVWM LLC
Pennsylvania
$2K – – –
PFA
1045
Pathway Financial Advisers
Indiana
$1.53K +$240 +1 +17%
SFA
1046
Semmax Financial Advisors
North Carolina
$1.26K – – –
CIA
1047
Cape Investment Advisory
Georgia
$499 – – –
EF
1048
Empowered Funds
Pennsylvania
– -$41M -171,149 Closed
BFAG
1049
Blackston Financial Advisory Group
Florida
– -$12.3M -51,216 Closed
LNC
1050
Lincoln National Corp
Pennsylvania
– -$7.03M -29,340 Closed
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42
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