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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
576
Primoris Wealth Advisors
Florida
$787K – – –
PWM
577
Perigon Wealth Management
California
$783K +$2.16K +9 +0.3%
BO
578
Bank OZK
Arkansas
$783K -$8.41K -35 -1%
TWC
579
TD Waterhouse Canada
Ontario, Canada
$781K +$368K +1,533 +97%
WA
580
Waverly Advisors
Alabama
$781K +$385K +1,602 +105%
E
581
ETFidea
New York
$781K +$1.2K +5 +0.2%
AWM
582
Aspire Wealth Management
Massachusetts
$778K -$3.84K -16 -0.5%
FWCM
583
Ferguson Wellman Capital Management
Oregon
$776K -$5.53K -23 -0.7%
CIC
584
Carnegie Investment Counsel
Ohio
$776K – – –
FOFP
585
Fee-Only Financial Planning
South Carolina
$776K -$18K -75 -2%
VCA
586
Verdence Capital Advisors
Maryland
$772K – – –
ZF
587
Zhang Financial
Michigan
$771K -$11.5K -48 -2%
MWP
588
Madison Wealth Partners
Wisconsin
$769K -$6.25K -26 -0.8%
UAS
589
United Asset Strategies
New York
$769K -$9.37K -39 -1%
BIM
590
Breakwater Investment Management
Washington
$768K – – –
SIM
591
Stratos Investment Management
Ohio
$763K – – –
SL
592
Salomon & Ludwin
Virginia
$759K -$38K -158 -5%
EFS
593
Essex Financial Services
Connecticut
$757K -$8.41K -35 -1%
RFP
594
RCS Financial Planning
Maryland
$754K – – –
PBF
595
Petix & Botte Financial
California
$744K -$4.47M -18,616 -86%
FFN
596
Focus Financial Network
Minnesota
$742K +$2.4K +10 +0.3%
DFC
597
DBK Financial Counsel
Ohio
$733K -$29.3K -122 -4%
B
598
Bailard
California
$731K +$295K +1,228 +72%
WHG
599
Westwood Holdings Group
Texas
$716K – – –
EPWM
600
Essex Private Wealth Management
Massachusetts
$705K – – –
22 23
24
25 26