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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$1.04M – – –
SC
627
Slow Capital
California
$1.03M +$11.5K +39 +1%
KWM
628
KW Wealth Management
California
$1.01M +$972K +3,284 New
BIM
629
Breakwater Investment Management
Washington
$1.01M – – –
PPC
630
Pennington Partners & Co
Maryland
$1M -$39.1K -132 -4%
JBW
631
Journey Beyond Wealth
Georgia
$1M -$66K -223 -6%
BWP
632
BSW Wealth Partners
Colorado
$1M – – –
GFM
633
GEN Financial Management
Minnesota
$993K – – –
EFG
634
Ethos Financial Group
Pennsylvania
$985K +$58.3K +197 +7%
SWM
635
Sendero Wealth Management
Texas
$981K – – –
EFS
636
Essex Financial Services
Connecticut
$978K -$4.44K -15 -0.5%
MFT
637
Moisand Fitzgerald Tamayo
Florida
$976K -$5.03K -17 -0.5%
KFGK
638
Keystone Financial Group (Kentucky)
Kentucky
$974K +$296 +1 +0%
PWA
639
Primoris Wealth Advisors
Florida
$971K – – –
TRCT
640
Tower Research Capital (TRC)
New York
$962K +$439K +1,481 +90%
FNB
641
Farmers National Bank
Kentucky
$957K +$12.4K +42 +1%
AM
642
Atwater Malick
Pennsylvania
$954K -$16.6K -56 -2%
BWP
643
Balboa Wealth Partners
Arizona
$954K +$47.7K +161 +5%
SIM
644
Stratos Investment Management
Ohio
$946K +$592 +2 +0.1%
RDWM
645
Red Door Wealth Management
Tennessee
$941K +$1.48K +5 +0.2%
WCFA
646
Walkner Condon Financial Advisors
Wisconsin
$939K +$20.1K +68 +2%
RFP
647
RCS Financial Planning
Maryland
$934K -$35.2K -119 -4%
VCA
648
Verdence Capital Advisors
Maryland
$934K -$7.7K -26 -0.9%
FWCM
649
Ferguson Wellman Capital Management
Oregon
$927K – – –
JCM
650
Jacobi Capital Management
Pennsylvania
$926K – – –
24 25
26
27 28