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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
401
Glen Eagle Advisors
New Jersey
$632K +$20.8K +115 +3%
CIC
402
Carnegie Investment Counsel
Ohio
$631K -$80.1K -442 -11%
CAM
403
Cozad Asset Management
Illinois
$627K -$12.7K -70 -2%
CHA
404
Carmichael Hill & Associates
Maryland
$625K +$9.24K +51 +2%
TNB
405
Thomasville National Bank
Georgia
$619K -$9.06K -50 -0.9%
PO
406
Private Ocean
California
$617K – – –
TFM
407
TFC Financial Management
Massachusetts
$611K – – –
SC
408
Slow Capital
California
$610K +$98.6K +544 +20%
RDWM
409
Red Door Wealth Management
Tennessee
$608K +$106K +587 +22%
DIP
410
DT Investment Partners
Pennsylvania
$602K -$6.89K -38 -1%
BWP
411
BSW Wealth Partners
Colorado
$602K – – –
MCM
412
Maryland Capital Management
Maryland
$598K -$1.71M -9,458 -75%
NCMW
413
Northern Capital Management (Washington)
Washington
$597K +$276K +1,521 +90%
PCS
414
Personal CFO Solutions
New Jersey
$595K – – –
PFA
415
Pure Financial Advisors
California
$594K – – –
EW
416
Evoke Wealth
California
$593K – – –
FA
417
FDx Advisors
Illinois
$591K -$238K -1,314 -29%
TIM
418
Tortoise Investment Management
New York
$575K +$21.7K +120 +4%
FNB
419
Farmers National Bank
Kentucky
$574K -$1.81K -10 -0.3%
PWM
420
Perigon Wealth Management
California
$562K -$46.2K -255 -8%
PWA
421
Peterson Wealth Advisors
Utah
$560K – – –
PBF
422
Petix & Botte Financial
California
$558K +$37.7K +208 +7%
ACM
423
Allred Capital Management
Texas
$557K -$38.2K -211 -7%
VFIC
424
Valley Forge Investment Consultants
Pennsylvania
$553K +$1.81K +10 +0.3%
EWA
425
EP Wealth Advisors
California
$550K +$88.1K +486 +20%
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17
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