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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
601
Salomon & Ludwin
Virginia
$801K – – –
WA
602
Waverly Advisors
Alabama
$799K -$23.3K -92 -3%
AWM
603
Aspire Wealth Management
Massachusetts
$799K -$20.8K -82 -3%
RFP
604
RCS Financial Planning
Maryland
$795K – – –
SFG
605
Synergy Financial Group
California
$779K +$38.8K +153 +5%
B
606
Bailard
California
$771K – – –
AWE
607
Avidian Wealth Enterprises
Texas
$767K +$739K +2,914 New
DFC
608
DBK Financial Counsel
Ohio
$766K -$7.61K -30 -1%
OIA
609
OneDigital Investment Advisors
Kansas
$761K -$90.3K -356 -11%
NG
610
Norden Group
Utah
$757K +$177K +699 +32%
FFN
611
Focus Financial Network
Minnesota
$756K -$10.1K -40 -1%
WHG
612
Westwood Holdings Group
Texas
$756K – – –
MFA
613
Mayflower Financial Advisors
Massachusetts
$746K +$5.58K +22 +0.8%
EPWM
614
Essex Private Wealth Management
Massachusetts
$744K – – –
MFIM
615
Mesirow Financial Investment Management
Illinois
$743K +$402K +1,586 +128%
AFG
616
Atomi Financial Group
New York
$742K +$2.03K +8 +0.3%
VAF
617
Values Added Financial
District of Columbia
$737K – – –
CL
618
Cabana LLC
Arkansas
$737K -$221K -872 -24%
AFS
619
Annapolis Financial Services
Maryland
$736K – – –
RWM
620
Rockwood Wealth Management
Pennsylvania
$734K +$114K +451 +19%
CCWM
621
Cassaday & Co Wealth Management
Virginia
$730K – – –
AC
622
AWM Capital
Arizona
$730K – – –
CCMG
623
Clark Capital Management Group
Pennsylvania
$727K – – –
IAN
624
Integrated Advisors Network
Texas
$725K -$2.79K -11 -0.4%
CT
625
Coastline Trust
Rhode Island
$724K – – –
23 24
25
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