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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Sendero Wealth Management
Texas
$909K – – –
KFGK
627
Keystone Financial Group (Kentucky)
Kentucky
$902K +$208K +790 +33%
RFP
628
RCS Financial Planning
Maryland
$900K -$8.96K -34 -1%
AM
629
Atwater Malick
Pennsylvania
$900K -$263 -1 -0%
PWA
630
Primoris Wealth Advisors
Florida
$900K – – –
CFA
631
Cahill Financial Advisors
Minnesota
$889K +$47.7K +181 +6%
AUB
632
Atlantic Union Bankshares
Virginia
$882K +$579K +2,199 +247%
SIM
633
Stratos Investment Management
Ohio
$876K – – –
FNB
634
Farmers National Bank
Kentucky
$875K -$12.4K -47 -2%
RDWM
635
Red Door Wealth Management
Tennessee
$870K -$40.8K -155 -5%
JSW
636
Journey Strategic Wealth
New Jersey
$862K +$796K +3,021 New
FWCM
637
Ferguson Wellman Capital Management
Oregon
$859K -$26.1K -99 -3%
JCM
638
Jacobi Capital Management
Pennsylvania
$859K – – –
EFG
639
Ethos Financial Group
Pennsylvania
$856K +$295K +1,121 +60%
CS
640
Crescent Sterling
Louisiana
$856K – – –
CIA
641
Compass Ion Advisors
Pennsylvania
$853K +$2.63K +10 +0.3%
WCFA
642
Walkner Condon Financial Advisors
Wisconsin
$851K -$263 -1 -0%
MFA
643
Mayflower Financial Advisors
Massachusetts
$850K -$40.6K -154 -5%
VCA
644
Verdence Capital Advisors
Maryland
$848K -$263 -1 -0%
MWP
645
Madison Wealth Partners
Wisconsin
$847K -$29.8K -113 -4%
ASW
646
Astoria Strategic Wealth
Texas
$847K +$782K +2,969 New
FAI
647
Fiduciary Advisors Inc
Missouri
$838K +$152K +576 +24%
BWP
648
Balboa Wealth Partners
Arizona
$838K +$774K +2,937 New
MMA
649
Miracle Mile Advisors
California
$838K +$774K +2,937 New
CAM
650
Cozad Asset Management
Illinois
$838K – – –
24 25
26
27 28