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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
501
REDW Wealth
New Mexico
$894K – – –
AFS
502
Annapolis Financial Services
Maryland
$887K – – –
GF
503
Gries Financial
Ohio
$885K – – –
FCM
504
Fortis Capital Management
Washington
$880K -$97.1K -475 -11%
DJYG
505
David J. Yvars Group
Florida
$878K -$613 -3 -0.1%
SGI
506
Summit Global Investments
Utah
$876K +$503K +2,461 +158%
VF
507
VitalStone Financial
Texas
$868K -$73K -357 -8%
FWP
508
FAS Wealth Partners
Kansas
$860K +$204 +1 +0%
AMM
509
American Money Management
California
$859K +$1.23K +6 +0.2%
PWM
510
Perigon Wealth Management
California
$858K +$17.8K +87 +2%
CFA
511
Cahill Financial Advisors
Minnesota
$856K -$229K -1,121 -22%
GA
512
GFS Advisors
Texas
$851K – – –
GAM
513
Grandview Asset Management
Pennsylvania
$850K -$158K -773 -17%
APG
514
Abacus Planning Group
South Carolina
$847K – – –
CHA
515
Carmichael Hill & Associates
Maryland
$845K +$53.6K +262 +7%
SC
516
Slow Capital
California
$844K +$13.1K +64 +2%
CWM
517
Cahaba Wealth Management
Georgia
$838K – – –
AF
518
Advisornet Financial
Minnesota
$836K +$1.43K +7 +0.2%
VHAM
519
Van Hulzen Asset Management
California
$831K +$1.64K +8 +0.2%
LFS
520
Lutz Financial Services
Nebraska
$827K +$557K +2,724 +255%
HI
521
Harbour Investments
Wisconsin
$826K +$141K +690 +22%
CIA
522
Choate Investment Advisors
Massachusetts
$825K – – –
CWAF
523
Core Wealth Advisors (Florida)
Florida
$825K – – –
CIA
524
Compass Ion Advisors
Pennsylvania
$820K – – –
CIA
525
Capital Investment Advisors
Georgia
$819K -$74.4K -364 -9%
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