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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
476
Evergreen Capital Management
Washington
$488K +$33.7K +163 +7%
BBA
477
Braun-Bostich & Associates
Pennsylvania
$487K – – –
DWM
478
Doyle Wealth Management
Florida
$485K +$127K +613 +34%
WOSD
479
WFA of San Diego
California
$479K +$492K +2,383 New
CFGS
480
Concourse Financial Group Securities
Alabama
$478K -$156K -756 -24%
AWM
481
Apollon Wealth Management
South Carolina
$478K +$492K +2,381 New
MWM
482
Mission Wealth Management
California
$474K -$4.13K -20 -0.8%
IAN
483
Integrated Advisors Network
Texas
$469K +$237K +1,147 +97%
MW
484
Marcum Wealth
Ohio
$466K +$175K +847 +57%
DFA
485
Delta Financial Advisors
Louisiana
$459K +$413 +2 +0.1%
BFM
486
Boston Financial Management
Massachusetts
$458K -$86.8K -420 -16%
CCA
487
Conservest Capital Advisors
Pennsylvania
$454K – – –
VNA
488
Valley National Advisers
Pennsylvania
$453K +$1.45K +7 +0.3%
BFS
489
Beacon Financial Strategies
North Carolina
$441K – – –
HWM
490
HighMark Wealth Management
Minnesota
$439K – – –
HPC
491
HM Payson & Co
Maine
$439K – – –
RIM
492
Rockbridge Investment Management
New York
$434K +$207 +1 +0%
BWP
493
Bernardo Wealth Planning
Pennsylvania
$433K – – –
QAM
494
QCI Asset Management
New York
$433K +$1.03K +5 +0.2%
GLLW
495
Graves Light Lenhart Wealth
Virginia
$432K – – –
WCWM
496
Willow Creek Wealth Management
California
$430K – – –
PB
497
Pinnacle Bancorp
Nebraska
$430K +$409K +1,980 +1,222%
HPWM
498
Highland Private Wealth Management
Washington
$430K +$442K +2,139 New
PMG
499
Private Management Group
California
$425K – – –
TI
500
Truepoint Inc
Ohio
$424K +$436K +2,111 New
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