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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
401
Liberty Wealth Management
California
$739K +$1.24K +6 +0.2%
APSP
402
Asset Planning Services (Pennsylvania)
Pennsylvania
$736K -$120K -579 -14%
GWS
403
Glassman Wealth Services
Virginia
$736K – – –
CIC
404
Carnegie Investment Counsel
Ohio
$732K +$22.1K +107 +3%
UBV
405
United Bank (Virginia)
Virginia
$731K – – –
AC
406
Asio Capital
Kentucky
$727K +$83.3K +403 +13%
FA
407
FDx Advisors
Illinois
$725K +$827 +4 +0.1%
CAM
408
Cozad Asset Management
Illinois
$723K +$44.4K +215 +6%
ACP
409
Aveo Capital Partners
Colorado
$722K +$413K +2,000 +126%
NOI
410
Newton One Investments
Delaware
$720K -$3.31K -16 -0.4%
IC
411
Inverness Counsel
New York
$719K – – –
RWP
412
RWA Wealth Partners
Massachusetts
$718K – – –
BO
413
Bank OZK
Arkansas
$713K -$1.45K -7 -0.2%
EFS
414
Essex Financial Services
Connecticut
$713K +$396K +1,916 +117%
GEA
415
Glen Eagle Advisors
New Jersey
$711K – – –
SS
416
Simplicity Solutions
Minnesota
$711K +$222K +1,076 +44%
PA
417
PFG Advisors
Arizona
$710K -$4.96K -24 -0.7%
KWM
418
Kingsview Wealth Management
Oregon
$709K -$10.1K -49 -1%
BIA
419
Bell Investment Advisors
California
$701K +$721K +3,488 New
OC
420
Oakworth Capital
Alabama
$693K – – –
TFA
421
Transamerica Financial Advisors
Florida
$687K -$57K -276 -7%
CHA
422
Carmichael Hill & Associates
Maryland
$679K +$827 +4 +0.1%
BA
423
Bellwether Advisors
Nebraska
$677K -$16.1K -78 -2%
CMP
424
Courage Miller Partners
Virginia
$670K -$448K -2,170 -39%
CCA
425
Cobblestone Capital Advisors
New York
$663K -$5.25M -25,422 -89%
15 16
17
18 19