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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Aspire Wealth Management
Massachusetts
$751K +$3.89K +17 +0.5%
PWM
577
Perigon Wealth Management
California
$750K -$184K -803 -20%
E
578
ETFidea
New York
$749K – – –
UAS
579
United Asset Strategies
New York
$748K -$28.1K -123 -4%
JIC
580
Johnson Investment Counsel
Ohio
$747K +$257K +1,123 +56%
CIC
581
Carnegie Investment Counsel
Ohio
$745K +$458 +2 +0.1%
MWP
582
Madison Wealth Partners
Wisconsin
$745K – – –
BF
583
BOK Financial
Oklahoma
$742K -$6.86K -30 -1%
VCA
584
Verdence Capital Advisors
Maryland
$742K +$2.06K +9 +0.3%
SF
585
Synovus Financial
Georgia
$741K +$41.9K +183 +6%
FNB
586
Farmers National Bank
Kentucky
$740K +$130K +569 +23%
BIM
587
Breakwater Investment Management
Washington
$738K +$704K +3,077 New
BCM
588
Brookstone Capital Management
Illinois
$735K +$130K +570 +23%
DFC
589
DBK Financial Counsel
Ohio
$734K -$2.29K -10 -0.3%
SIM
590
Stratos Investment Management
Ohio
$732K +$2.29K +10 +0.3%
AWM
591
AE Wealth Management
Kansas
$727K -$24.4M -106,608 -97%
RFP
592
RCS Financial Planning
Maryland
$722K – – –
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$718K +$58.1K +254 +9%
EA
594
Efficient Advisors
Ohio
$703K -$32.3K -141 -5%
WHG
595
Westwood Holdings Group
Texas
$688K – – –
WWM
596
Western Wealth Management
Colorado
$687K +$16K +70 +3%
EPWM
597
Essex Private Wealth Management
Massachusetts
$677K – – –
MFA
598
Mayflower Financial Advisors
Massachusetts
$675K -$3.89K -17 -0.6%
AFG
599
Atomi Financial Group
New York
$673K +$17.8K +78 +3%
VAF
600
Values Added Financial
District of Columbia
$672K – – –
22 23
24
25 26