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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Aspire Wealth Management
Massachusetts
$593K +$204 +1 +0%
RFP
552
RCS Financial Planning
Maryland
$589K – – –
FFN
553
Focus Financial Network
Minnesota
$583K +$53.2K +261 +10%
PWA
554
Peterson Wealth Advisors
Utah
$570K -$204 -1 -0%
WHG
555
Westwood Holdings Group
Texas
$566K – – –
BCG
556
Breakwater Capital Group
New Jersey
$565K +$220K +1,078 +59%
IAN
557
Integrated Advisors Network
Texas
$564K -$5.91K -29 -1%
CA
558
Cetera Advisors
Colorado
$555K -$80.6K -396 -12%
EPWM
559
Essex Private Wealth Management
Massachusetts
$553K – – –
HR
560
Hardy Reed
Mississippi
$551K -$14.1K -69 -2%
RWM
561
Rezny Wealth Management
Florida
$544K -$65.6K -322 -10%
AC
562
AWM Capital
Arizona
$541K – – –
UBV
563
United Bank (Virginia)
Virginia
$540K – – –
MWA
564
Meridian Wealth Advisors
Texas
$538K – – –
BFM
565
Boston Financial Management
Massachusetts
$537K +$407 +2 +0.1%
AHC
566
Anderson Hoagland & Co
Missouri
$530K – – –
TL
567
Tradewinds LLC
North Carolina
$527K +$13.2K +65 +2%
BAM
568
Belpointe Asset Management
Nevada
$526K +$47.9K +235 +10%
FCA
569
Fortis Capital Advisors
Kansas
$526K +$47.9K +235 +10%
EWA
570
Evolution Wealth Advisors
Florida
$526K – – –
RIM
571
Rockbridge Investment Management
New York
$521K -$25.7K -126 -5%
CCWM
572
Cassaday & Co Wealth Management
Virginia
$519K – – –
FWM
573
Fairhaven Wealth Management
Illinois
$517K +$6.72K +33 +1%
TFCP
574
Twin Focus Capital Partners
Massachusetts
$511K -$87.6K -430 -14%
MFA
575
Mayflower Financial Advisors
Massachusetts
$508K – – –
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23
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