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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$6.38M +$269K +1,315 +5%
SWM
202
Soundmark Wealth Management
Washington
$6.34M +$325K +1,590 +6%
ML
203
Mayport LLC
Massachusetts
$6.21M +$190K +928 +3%
CB
204
Commerce Bank
Missouri
$5.98M +$911K +4,456 +19%
ARC
205
Advisor Resource Council
Texas
$5.89M +$5.52M +27,014 New
MCM
206
MAI Capital Management
Ohio
$5.89M -$91.4K -447 -2%
GT
207
Glenview Trust
Kentucky
$5.81M +$24.7K +121 +0.5%
IB
208
Intrust Bank
Kansas
$5.74M -$39.7K -194 -0.7%
CC
209
Callan Capital
California
$5.69M – – –
ACM
210
Armbruster Capital Management
New York
$5.68M +$23.3K +114 +0.4%
AF
211
Apexium Financial
Texas
$5.64M -$755K -3,693 -12%
AWM
212
Avior Wealth Management
Nebraska
$5.63M -$235K -1,150 -4%
TYCC
213
Texas Yale Capital Corp
Florida
$5.61M -$85.9K -420 -2%
G
214
Gainplan
Michigan
$5.55M +$816K +3,992 +19%
RWI
215
Red Wave Investments
Pennsylvania
$5.52M -$6.95K -34 -0.1%
LSA
216
Lion Street Advisors
Texas
$5.51M +$378K +1,850 +8%
LPAM
217
Lodestar Private Asset Management
California
$5.49M -$84K -411 -2%
OFS
218
OneAscent Financial Services
Alabama
$5.47M +$5.13M +25,096 New
CSPIA
219
Cary Street Partners Investment Advisory
Virginia
$5.39M +$117K +571 +1%
CGL
220
Clarius Group LLC
Washington
$5.39M +$1.02K +5 +0%
AWS
221
Atria Wealth Solutions
New York
$5.39M -$665K -3,255 -12%
ST
222
Smithfield Trust
Pennsylvania
$5.32M +$397K +1,940 +9%
KPWS
223
Kestra Private Wealth Services
Texas
$5.32M -$202K -988 -4%
TDWM
224
Topel & Distasi Wealth Management
California
$5.28M -$547K -2,677 -10%
FFA
225
Farther Finance Advisors
California
$5.28M +$4.9M +23,993 +11,704%
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