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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
626
Plum Street Advisors
Louisiana
$1.21M – – –
HNWAG
627
High Net Worth Advisory Group
Florida
$1.2M +$1.33K +4 +0.1%
LSWP
628
Liberty Square Wealth Partners
Pennsylvania
$1.2M – – –
JBA
629
Johnson Bixby & Associates
Washington
$1.2M +$1.17M +3,501 New
AIM
630
Aspen Investment Management
Michigan
$1.2M +$1.67K +5 +0.1%
KHCM
631
Kirtland Hills Capital Management
Ohio
$1.2M – – –
CWS
632
Cypress Wealth Services
California
$1.2M – – –
LOWM
633
Laurel Oak Wealth Management
New Jersey
$1.19M – – –
AFAS
634
Acorn Financial Advisory Services
Virginia
$1.19M -$23K -69 -2%
MCM
635
Morton Capital Management
California
$1.18M – – –
OC
636
Oakworth Capital
Alabama
$1.18M – – –
ICP
637
Interchange Capital Partners
Pennsylvania
$1.18M +$11.3K +34 +1%
SFG
638
Synergy Financial Group
California
$1.18M -$360K -1,079 -24%
WIM
639
WealthPlan Investment Management
Nebraska
$1.17M +$31.4K +94 +3%
JIC
640
Johnson Investment Counsel
Ohio
$1.15M -$39.4K -118 -3%
WAM
641
WealthTrust Asset Management
Florida
$1.15M -$29K -87 -3%
MWM
642
Meridian Wealth Management
Kentucky
$1.15M -$405K -1,215 -27%
CIC
643
Chilton Investment Company
Connecticut
$1.14M – – –
SWM
644
Spire Wealth Management
Virginia
$1.14M +$2.33K +7 +0.2%
KFGK
645
Keystone Financial Group (Kentucky)
Kentucky
$1.14M +$46.7K +140 +4%
ECM
646
Evergreen Capital Management
Washington
$1.13M -$8.01K -24 -0.7%
JBW
647
Journey Beyond Wealth
Georgia
$1.13M +$334 +1 +0%
DT
648
Diversified Trust
Tennessee
$1.13M +$419K +1,256 +62%
GAM
649
Grandview Asset Management
Pennsylvania
$1.12M -$98.4K -295 -8%
BWP
650
BSW Wealth Partners
Colorado
$1.12M – – –
24 25
26
27 28