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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1176
Capital Investment Advisory Services
North Carolina
$141K -$32.2K -103 -18%
CT
1177
Colonial Trust
South Carolina
$141K – – –
RPC
1178
Rossmore Private Capital
Connecticut
$138K – – –
UFPG
1179
United Financial Planning Group
New York
$138K – – –
AP
1180
Atwood & Palmer
Missouri
$134K +$140K +448 New
CW
1181
Curio Wealth
Maryland
$133K – – –
M
1182
MOTCO
Texas
$131K -$48.5K -155 -26%
JWM
1183
JPL Wealth Management
Colorado
$131K +$138K +440 New
KFP
1184
Kerr Financial Planning
California
$130K -$124K -397 -50%
HHGA
1185
Halbert Hargrove Global Advisors
California
$128K – – –
AA
1186
Ancora Advisors
Ohio
$126K – – –
HFS
1187
Hughes Financial Services
Virginia
$125K – – –
FHC
1188
First Horizon Corporation
Tennessee
$122K -$5.01K -16 -4%
CT
1189
Caldwell Trust
Florida
$121K -$11K -35 -8%
MCRM
1190
Midway Capital Research & Management
Illinois
$120K +$125K +400 New
GA
1191
GoalVest Advisory
New York
$119K – – –
HBT
1192
Hills Bank & Trust
Iowa
$118K – – –
TPWA
1193
Twin Peaks Wealth Advisors
California
$118K +$123K +394 New
KFAS
1194
Keating Financial Advisory Services
Kansas
$116K +$313 +1 +0.3%
TCWA
1195
Turtle Creek Wealth Advisors
Texas
$112K +$117K +375 New
DIP
1196
DT Investment Partners
Pennsylvania
$110K – – –
RDFA
1197
Ritter Daniher Financial Advisory
Ohio
$110K – – –
DCM
1198
Dorato Capital Management
Colorado
$110K – – –
CFM
1199
Cornerstone Financial Management
Massachusetts
$109K – – –
PFA
1200
Pillar Financial Advisors
Kentucky
$105K – – –
46 47
48
49 50