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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1201
Independent Advisor Alliance
North Carolina
– -$814K -3,017 Closed
CL
1202
Cabana LLC
Arkansas
– -$782K -2,901 Closed
WHG
1203
Westwood Holdings Group
Texas
– -$774K -2,870 Closed
HFS
1204
Hoge Financial Services
Pennsylvania
– -$692K -2,564 Closed
SGK
1205
Steigerwald Gordon & Koch
Virginia
– -$671K -2,486 Closed
AT
1206
Avalon Trust
New Mexico
– -$539K -2,000 Closed
EPAM
1207
Evelyn Partners Asset Management
– -$498K -1,848 Closed
FWTB
1208
First Western Trust Bank
Colorado
– -$491K -1,819 Closed
BOM
1209
Bank of Marin
California
– -$439K -1,627 Closed
SWA
1210
Stratos Wealth Advisors
Ohio
– -$422K -1,563 Closed
BOSSRA
1211
B.O.S.S. Retirement Advisors
Utah
– -$366K -1,358 Closed
PWG
1212
Portside Wealth Group
Utah
– -$354K -1,311 Closed
SA
1213
Sylvest Advisors
Texas
– -$300K -1,112 Closed
RWPA
1214
Richard W. Paul & Associates
Michigan
– -$296K -1,098 Closed
UA
1215
Unison Advisors
District of Columbia
– -$292K -1,084 Closed
MGW
1216
MB Generational Wealth
Washington
– -$290K -1,077 Closed
BFA
1217
Beacon Financial Advisory
Ohio
– -$269K -996 Closed
BTWM
1218
Baker Tilly Wealth Management
Wisconsin
– -$260K -965 Closed
I
1219
INVST
Indiana
– -$260K -965 Closed
CF
1220
Clarity Financial
Texas
– -$251K -929 Closed
NAS
1221
NWF Advisory Services
California
– -$244K -906 Closed
FAIM
1222
Financial Advocates Investment Management
Washington
– -$236K -876 Closed
HH
1223
Hilltop Holdings
Texas
– -$235K -871 Closed
W
1224
WorthPointe
California
– -$210K -778 Closed
CIA
1225
Covington Investment Advisors
Pennsylvania
– -$209K -776 Closed
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