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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
551
White Lighthouse Investment Management
Massachusetts
$389K -$7.27K -40 -2%
DAC
552
Dividend Assets Capital
South Carolina
$388K -$146K -803 -25%
DBT
553
Dubuque Bank & Trust
Iowa
$388K +$431K +2,370 New
BFS
554
Beacon Financial Strategies
North Carolina
$387K – – –
PWP
555
Principle Wealth Partners
Connecticut
$386K +$93.3K +513 +28%
CWM
556
Connecticut Wealth Management
Connecticut
$381K -$662K -3,639 -61%
DFA
557
Delta Financial Advisors
Louisiana
$375K +$545 +3 +0.1%
BFM
558
Boston Financial Management
Massachusetts
$373K – – –
MA
559
MONECO Advisors
Connecticut
$373K +$1.45K +8 +0.4%
CCA
560
Conservest Capital Advisors
Pennsylvania
$370K -$411K -2,261 Closed
HFRG
561
Houlihan Financial Resource Group
Virginia
$370K +$381K +2,094 New
BWP
562
Bernardo Wealth Planning
Pennsylvania
$369K – – –
DWM
563
Doyle Wealth Management
Florida
$364K +$909 +5 +0.2%
CCB
564
Country Club Bank
Missouri
$363K +$398K +2,189 New
HPC
565
HM Payson & Co
Maine
$358K – – –
SPIA
566
Steward Partners Investment Advisory
New York
$355K +$10K +55 +3%
GLLW
567
Graves Light Lenhart Wealth
Virginia
$352K – – –
PBF
568
Petix & Botte Financial
California
$344K -$18.4K -101 -5%
PWM
569
PBMares Wealth Management
Virginia
$342K – – –
PCS
570
Personal CFO Solutions
New Jersey
$342K +$1.27K +7 +0.3%
OCM
571
Orser Capital Management
Texas
$335K -$7.27K -40 -2%
DC
572
Davenport & Co
Virginia
$331K -$105K -575 -22%
SSB
573
Sandy Spring Bank
Maryland
$330K +$1.09K +6 +0.3%
AAS
574
Annex Advisory Services
Wisconsin
$328K +$4.73K +26 +1%
AIA
575
Avalon Investment & Advisory
Texas
$327K – – –
21 22
23
24 25