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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
626
Johnson Bixby & Associates
Washington
$1.2M +$1.17M +3,501 New
AIM
627
Aspen Investment Management
Michigan
$1.2M +$1.67K +5 +0.1%
KHCM
628
Kirtland Hills Capital Management
Ohio
$1.2M – – –
CWS
629
Cypress Wealth Services
California
$1.2M – – –
LOWM
630
Laurel Oak Wealth Management
New Jersey
$1.19M – – –
AFAS
631
Acorn Financial Advisory Services
Virginia
$1.19M -$23K -69 -2%
MCM
632
Morton Capital Management
California
$1.18M – – –
OC
633
Oakworth Capital
Alabama
$1.18M – – –
ICP
634
Interchange Capital Partners
Pennsylvania
$1.18M +$11.3K +34 +1%
SFG
635
Synergy Financial Group
California
$1.18M -$360K -1,079 -24%
WIM
636
WealthPlan Investment Management
Nebraska
$1.17M +$31.4K +94 +3%
JIC
637
Johnson Investment Counsel
Ohio
$1.15M -$39.4K -118 -3%
WAM
638
WealthTrust Asset Management
Florida
$1.15M -$29K -87 -3%
MWM
639
Meridian Wealth Management
Kentucky
$1.15M -$405K -1,215 -27%
CIC
640
Chilton Investment Company
Connecticut
$1.14M – – –
SWM
641
Spire Wealth Management
Virginia
$1.14M +$2.33K +7 +0.2%
KFGK
642
Keystone Financial Group (Kentucky)
Kentucky
$1.14M +$46.7K +140 +4%
ECM
643
Evergreen Capital Management
Washington
$1.13M -$8.01K -24 -0.7%
JBW
644
Journey Beyond Wealth
Georgia
$1.13M +$334 +1 +0%
DT
645
Diversified Trust
Tennessee
$1.13M +$419K +1,256 +62%
GAM
646
Grandview Asset Management
Pennsylvania
$1.12M -$98.4K -295 -8%
BWP
647
BSW Wealth Partners
Colorado
$1.12M – – –
TPA
648
Trivium Point Advisory
Connecticut
$1.12M +$1.08M +3,248 New
PPC
649
Pennington Partners & Co
Maryland
$1.11M +$334 +1 +0%
BIM
650
Breakwater Investment Management
Washington
$1.11M -$20K -60 -2%
24 25
26
27 28