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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
376
Sand Hill Global Advisors
California
$657K – – –
NOI
377
Newton One Investments
Delaware
$656K +$621K +3,735 New
RWP
378
RWA Wealth Partners
Massachusetts
$654K – – –
BO
379
Bank OZK
Arkansas
$653K +$15K +90 +2%
AWM
380
AE Wealth Management
Kansas
$646K +$24.8K +149 +4%
GWS
381
Glassman Wealth Services
Virginia
$644K -$29.1K -175 -5%
LWM
382
Liberty Wealth Management
California
$640K -$21.9K -132 -4%
UBV
383
United Bank (Virginia)
Virginia
$639K – – –
FWCM
384
Ferguson Wellman Capital Management
Oregon
$634K +$19.9K +120 +3%
IRC
385
Investors Research Corp
Georgia
$631K +$332K +1,998 +125%
FCFC
386
First Commonwealth Financial Corp
Pennsylvania
$628K – – –
SW
387
SVB Wealth
Massachusetts
$624K +$665 +4 +0.1%
CAM
388
Cozad Asset Management
Illinois
$607K -$95.5K -575 -14%
TFCP
389
Twin Focus Capital Partners
Massachusetts
$603K -$64.8K -390 -10%
HWM
390
Howard Wealth Management
Connecticut
$590K +$175K +1,051 +46%
PO
391
Private Ocean
California
$585K +$332 +2 +0.1%
SFS
392
Sowell Financial Services
Arkansas
$585K +$135K +811 +32%
CHA
393
Carmichael Hill & Associates
Maryland
$584K -$5.15K -31 -0.9%
TFM
394
TFC Financial Management
Massachusetts
$579K – – –
GEA
395
Glen Eagle Advisors
New Jersey
$579K -$1.66K -10 -0.3%
PWM
396
Perigon Wealth Management
California
$578K – – –
DIP
397
DT Investment Partners
Pennsylvania
$577K +$23.9K +144 +5%
BWP
398
BSW Wealth Partners
Colorado
$571K – – –
EFS
399
Essex Financial Services
Connecticut
$568K +$821K +4,939 New
ACM
400
Allred Capital Management
Texas
$565K +$1.33K +8 +0.2%
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