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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
576
Valley Forge Investment Consultants
Pennsylvania
$961K +$5.96K +22 +0.6%
BIA
577
Bell Investment Advisors
California
$959K +$2.98K +11 +0.3%
TPA
578
Trivium Point Advisory
Connecticut
$957K +$271 +1 +0%
FWA
579
FSM Wealth Advisors
Ohio
$955K +$590K +2,177 +164%
MMPW
580
Mitchell McLeod Pugh & Williams
Alabama
$952K +$542 +2 +0.1%
MFGM
581
Marshall Financial Group (Maryland)
Maryland
$948K -$13.5K -50 -1%
PSA
582
Plum Street Advisors
Louisiana
$947K – – –
ICP
583
Interchange Capital Partners
Pennsylvania
$946K -$9.48K -35 -1%
TFM
584
TFC Financial Management
Massachusetts
$944K +$4.33K +16 +0.5%
KHCM
585
Kirtland Hills Capital Management
Ohio
$941K – – –
JBW
586
Journey Beyond Wealth
Georgia
$938K +$943K +3,479 New
KL
587
KWMG LLC
Kansas
$938K – – –
MCM
588
Morton Capital Management
California
$929K – – –
OC
589
Oakworth Capital
Alabama
$926K – – –
SFG
590
Synergy Financial Group
California
$913K +$116K +427 +14%
AWM
591
AE Wealth Management
Kansas
$912K -$2.21M -8,158 -71%
WAP
592
Wealthcare Advisory Partners
Pennsylvania
$911K -$5.42K -20 -0.6%
WFAG
593
Wescott Financial Advisory Group
Pennsylvania
$910K +$5.69K +21 +0.6%
SAI
594
Savvy Advisors Inc
New York
$905K +$480K +1,771 +112%
JIC
595
Johnson Investment Counsel
Ohio
$888K +$203K +749 +29%
CIA
596
Compass Ion Advisors
Pennsylvania
$888K -$10K -37 -1%
RDWM
597
Red Door Wealth Management
Tennessee
$883K +$30.9K +114 +4%
PPC
598
Pennington Partners & Co
Maryland
$879K +$883K +3,260 New
SW
599
SVB Wealth
Massachusetts
$878K +$882K +3,255 New
BWP
600
BSW Wealth Partners
Colorado
$877K – – –
22 23
24
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