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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
Bernard Wealth Management
Michigan
$166K – – –
CIAS
1227
Capital Investment Advisory Services
North Carolina
$163K – – –
CT
1228
Colonial Trust
South Carolina
$162K – – –
RPC
1229
Rossmore Private Capital
Connecticut
$160K +$334 +1 +0.2%
UFPG
1230
United Financial Planning Group
New York
$159K – – –
AP
1231
Atwood & Palmer
Missouri
$154K – – –
JWM
1232
JPL Wealth Management
Colorado
$151K – – –
KFG
1233
Kingdom Financial Group
Arizona
$150K +$146K +437 New
HHGA
1234
Halbert Hargrove Global Advisors
California
$147K – – –
AA
1235
Ancora Advisors
Ohio
$145K – – –
HFS
1236
Hughes Financial Services
Virginia
$144K – – –
CT
1237
Caldwell Trust
Florida
$140K – – –
MCRM
1238
Midway Capital Research & Management
Illinois
$138K – – –
KFP
1239
Kerr Financial Planning
California
$137K – – –
HBT
1240
Hills Bank & Trust
Iowa
$136K – – –
KFAS
1241
Keating Financial Advisory Services
Kansas
$134K +$334 +1 +0.3%
FHC
1242
First Horizon Corporation
Tennessee
$129K -$10.3K -31 -8%
TCWA
1243
Turtle Creek Wealth Advisors
Texas
$129K – – –
DIP
1244
DT Investment Partners
Pennsylvania
$127K – – –
RDFA
1245
Ritter Daniher Financial Advisory
Ohio
$126K – – –
CFM
1246
Cornerstone Financial Management
Massachusetts
$126K – – –
DCM
1247
Dorato Capital Management
Colorado
$123K – – –
PFA
1248
Pillar Financial Advisors
Kentucky
$121K – – –
PJC
1249
Phillip James Consulting
Minnesota
$120K +$116K +349 New
DAM
1250
Delta Asset Management
Tennessee
$120K – – –
48 49
50
51 52