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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
601
Larson Financial Group
Missouri
$843K +$18.7K +69 +2%
SC
602
Slow Capital
California
$842K -$141K -521 -14%
BWP
603
BSW Wealth Partners
Colorado
$835K – – –
SDH
604
Sloy Dahl & Holst
Washington
$834K -$105K -388 -11%
EFS
605
Essex Financial Services
Connecticut
$833K +$1.9K +7 +0.2%
RDWM
606
Red Door Wealth Management
Tennessee
$824K -$18.7K -69 -2%
SCP
607
Stevens Capital Partners
Nebraska
$824K +$40.6K +150 +5%
MFT
608
Moisand Fitzgerald Tamayo
Florida
$824K -$9.21K -34 -1%
SWM
609
Sendero Wealth Management
Texas
$819K – – –
RFP
610
RCS Financial Planning
Maryland
$817K +$108K +399 +14%
AM
611
Atwater Malick
Pennsylvania
$811K – – –
PWA
612
Primoris Wealth Advisors
Florida
$810K – – –
MFA
613
Mayflower Financial Advisors
Massachusetts
$805K +$78K +288 +10%
FNB
614
Farmers National Bank
Kentucky
$800K – – –
FWCM
615
Ferguson Wellman Capital Management
Oregon
$799K – – –
ZF
616
Zhang Financial
Michigan
$793K – – –
MWP
617
Madison Wealth Partners
Wisconsin
$792K – – –
SIM
618
Stratos Investment Management
Ohio
$789K +$542 +2 +0.1%
BIM
619
Breakwater Investment Management
Washington
$776K -$15.4K -57 -2%
JCM
620
Jacobi Capital Management
Pennsylvania
$773K – – –
CS
621
Crescent Sterling
Louisiana
$771K – – –
WCFA
622
Walkner Condon Financial Advisors
Wisconsin
$767K -$2.71K -10 -0.3%
CIA
623
Compass Ion Advisors
Pennsylvania
$766K -$85.1K -314 -10%
VCA
624
Verdence Capital Advisors
Maryland
$764K +$1.08K +4 +0.1%
CAM
625
Cozad Asset Management
Illinois
$755K – – –
23 24
25
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