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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
576
Dubuque Bank & Trust
Iowa
$413K – – –
BFS
577
Beacon Financial Strategies
North Carolina
$413K – – –
GA
578
Goldstein Advisors
Wisconsin
$408K +$411K +2,345 New
CWM
579
Connecticut Wealth Management
Connecticut
$402K -$3.51K -20 -0.9%
WLIM
580
White Lighthouse Investment Management
Massachusetts
$400K -$14K -80 -3%
DFA
581
Delta Financial Advisors
Louisiana
$400K +$702 +4 +0.2%
MA
582
MONECO Advisors
Connecticut
$398K +$1.58K +9 +0.4%
BFM
583
Boston Financial Management
Massachusetts
$397K – – –
CWA
584
Consilio Wealth Advisors
Washington
$396K -$53.2K -303 -12%
PWW
585
Pettyjohn Wood & White
Virginia
$394K -$34.9K -199 -8%
CCA
586
Conservest Capital Advisors
Pennsylvania
$394K +$397K +2,261 New
BOSSRA
587
B.O.S.S. Retirement Advisors
Utah
$392K +$395K +2,250 New
FWM
588
Fairhaven Wealth Management
Illinois
$389K -$587K -3,347 -60%
HPC
589
HM Payson & Co
Maine
$381K – – –
HFRG
590
Houlihan Financial Resource Group
Virginia
$380K – – –
AWM
591
Axxcess Wealth Management
California
$379K +$381K +2,174 New
BWP
592
Bernardo Wealth Planning
Pennsylvania
$376K – – –
MWM
593
MY Wealth Management
Maryland
$375K -$14.6M -83,125 -97%
GLLW
594
Graves Light Lenhart Wealth
Virginia
$375K – – –
VFA
595
Valeo Financial Advisors
Indiana
$364K -$395K -2,254 -52%
HI
596
Harbour Investments
Wisconsin
$361K -$45.1K -257 -11%
OCM
597
Orser Capital Management
Texas
$357K – – –
CAL
598
Capital Analysts LLC
Pennsylvania
$357K -$601K -3,428 -63%
PCS
599
Personal CFO Solutions
New Jersey
$356K -$7.89K -45 -2%
PWM
600
PBMares Wealth Management
Virginia
$355K -$9.65K -55 -3%
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