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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1226
JDM Financial Group
Texas
$72K – – –
AIP
1227
Ameritas Investment Partners
Nebraska
$70.2K – – –
PIA
1228
Powell Investment Advisors
Florida
$68.1K – – –
FFA
1229
Founders Financial Alliance
North Carolina
$67.1K +$25K +80 +55%
RP
1230
Rice Partnership
Hawaii
$66.6K – – –
FMP
1231
Financial Management Professionals
Texas
$64.8K -$24.5M -78,271 -100%
MB
1232
MidFirst Bank
Oklahoma
$64.8K +$14.1K +45 +26%
CFP
1233
Comprehensive Financial Planning
Pennsylvania
$64.3K +$313 +1 +0.5%
CTA
1234
Colonial Trust Advisors
South Carolina
$58K – – –
CCM
1235
Chilton Capital Management
Texas
$56.5K – – –
MA
1236
MCF Advisors
Kentucky
$56.1K +$55.1K +176 +1,467%
PGAM
1237
Princeton Global Asset Management
New Jersey
$54.7K – – –
HWP
1238
Highline Wealth Partners
California
$54.5K – – –
OCM
1239
Orion Capital Management
California
$54.4K – – –
NSIM
1240
North Star Investment Management
Illinois
$50.8K – – –
JHCP
1241
Jackson Hole Capital Partners
Oklahoma
$49.6K – – –
PWA
1242
Principia Wealth Advisory
Texas
$49.6K – – –
TIM
1243
Thompson Investment Management
Wisconsin
$49K +$51.3K +164 New
MEG
1244
Millstone Evans Group
Colorado
$47.8K – – –
HRC
1245
Hoertkorn Richard Charles
$43.3K – – –
SNB
1246
Security National Bank
Nebraska
$43K – – –
SS
1247
Sunbelt Securities
Texas
$42.6K – – –
WCM
1248
Westend Capital Management
California
$42.1K – – –
RTL
1249
Red Tortoise LLC
Georgia
$42.1K – – –
WAG
1250
Wiser Advisor Group
Arizona
$41.5K – – –
48 49
50
51 52