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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
1201
Paragon Capital Management (Kansas)
Kansas
$205K +$198K +595 New
KIM
1202
Kestra Investment Management
Texas
$203K +$197K +591 New
EI
1203
Ellevest Inc
New York
$202K +$231K +692 New
BFA
1204
Beacon Financial Advisory
Ohio
$202K +$196K +588 New
BIAS
1205
Beacon Investment Advisory Services
New Jersey
$201K -$667 -2 -0.3%
WF
1206
Warner Financial
Maryland
$201K +$194K +583 New
TPWA
1207
TRUE Private Wealth Advisors
Oregon
$200K +$194K +583 New
PB
1208
Pinnacle Bancorp
Nebraska
$199K – – –
FRA
1209
Front Row Advisors
California
$197K -$25.7K -77 -12%
SG
1210
Sankala Group
Colorado
$197K – – –
SIS
1211
Strategic Investment Solutions
Illinois
$196K +$667 +2 +0.4%
CIS
1212
Custom Index Systems
New York
$188K +$182K +547 New
ITG
1213
Index Technologies Group
New York
$188K +$182K +547 New
CFO
1214
CVA Family Office
Colorado
$184K – – –
DF
1215
Dunhill Financial
United Kingdom
$182K – – –
BHWM
1216
Beaird Harris Wealth Management
Texas
$181K – – –
FDCDDQ
1217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K – – –
SWA
1218
Strategic Wealth Advisors
Arizona
$176K – – –
M
1219
MOTCO
Texas
$174K +$22.4K +67 +15%
MJRIC
1220
Mogy Joel R Investment Counsel
California
$172K – – –
BA
1221
Ballast Advisors
Minnesota
$171K -$34.7K -104 -17%
GA
1222
GoalVest Advisory
New York
$170K +$32.7K +98 +25%
PWA
1223
Provenance Wealth Advisors
Florida
$169K – – –
CFM
1224
Compass Financial Management
Florida
$168K +$158K +474 New
GBT
1225
Grove Bank & Trust
Florida
$168K – – –
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