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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
576
Lutz Financial Services
Nebraska
$923K – – –
CWAF
577
Core Wealth Advisors (Florida)
Florida
$920K – – –
LWM
578
Liberty Wealth Management
California
$920K -$1.35K -5 -0.1%
VFIC
579
Valley Forge Investment Consultants
Pennsylvania
$919K +$3.52K +13 +0.4%
DAS
580
Dynamic Advisor Solutions
Arizona
$917K +$966K +3,566 New
BIA
581
Bell Investment Advisors
California
$914K +$542 +2 +0.1%
TPA
582
Trivium Point Advisory
Connecticut
$913K +$542 +2 +0.1%
HNWAG
583
High Net Worth Advisory Group
Florida
$912K -$39.3K -145 -4%
MMPW
584
Mitchell McLeod Pugh & Williams
Alabama
$907K – – –
LSWP
585
Liberty Square Wealth Partners
Pennsylvania
$904K – – –
FWA
586
FSM Wealth Advisors
Ohio
$903K +$2.71K +10 +0.3%
PSA
587
Plum Street Advisors
Louisiana
$902K – – –
JBW
588
Journey Beyond Wealth
Georgia
$895K +$542 +2 +0.1%
KL
589
KWMG LLC
Kansas
$894K – – –
AWM
590
AE Wealth Management
Kansas
$890K +$21.7K +80 +2%
MCM
591
Morton Capital Management
California
$885K – – –
MFGM
592
Marshall Financial Group (Maryland)
Maryland
$884K -$21.4K -79 -2%
OC
593
Oakworth Capital
Alabama
$883K – – –
MWM
594
Maridea Wealth Management
New York
$879K -$89.4K -330 -9%
ECM
595
Evergreen Capital Management
Washington
$873K -$46.3K -171 -5%
PPC
596
Pennington Partners & Co
Maryland
$871K +$34.7K +128 +4%
ICP
597
Interchange Capital Partners
Pennsylvania
$871K -$32K -118 -3%
WFAG
598
Wescott Financial Advisory Group
Pennsylvania
$870K +$3.25K +12 +0.4%
JIC
599
Johnson Investment Counsel
Ohio
$850K +$3.79K +14 +0.4%
KHCM
600
Kirtland Hills Capital Management
Ohio
$846K – – –
22 23
24
25 26