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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
626
Unique Wealth
Florida
$1.13M -$64.3K -206 -5%
CWAF
627
Core Wealth Advisors (Florida)
Florida
$1.13M – – –
HNWAG
628
High Net Worth Advisory Group
Florida
$1.11M +$23.7K +76 +2%
LSWP
629
Liberty Square Wealth Partners
Pennsylvania
$1.11M – – –
AFAS
630
Acorn Financial Advisory Services
Virginia
$1.11M -$10.9K -35 -1%
PSA
631
Plum Street Advisors
Louisiana
$1.1M – – –
KHCM
632
Kirtland Hills Capital Management
Ohio
$1.1M – – –
DAS
633
Dynamic Advisor Solutions
Arizona
$1.1M +$17.2K +55 +2%
KL
634
KWMG LLC
Kansas
$1.09M – – –
MFGM
635
Marshall Financial Group (Maryland)
Maryland
$1.09M +$5.62K +18 +0.5%
LOWM
636
Laurel Oak Wealth Management
New Jersey
$1.09M +$1.08M +3,466 New
WAM
637
WealthTrust Asset Management
Florida
$1.09M -$15.9K -51 -1%
MCM
638
Morton Capital Management
California
$1.08M – – –
LWM
639
Liberty Wealth Management
California
$1.08M +$625 +2 +0.1%
JIC
640
Johnson Investment Counsel
Ohio
$1.08M +$5.31K +17 +0.5%
OC
641
Oakworth Capital
Alabama
$1.08M – – –
ICP
642
Interchange Capital Partners
Pennsylvania
$1.08M – – –
BWP
643
Burling Wealth Partners
Illinois
$1.07M +$261K +835 +32%
SWM
644
Spire Wealth Management
Virginia
$1.07M +$2.19K +7 +0.2%
TPA
645
Trivium Point Advisory
Connecticut
$1.06M -$9.06K -29 -0.9%
ESB
646
Essex Savings Bank
Connecticut
$1.05M +$828K +2,652 +380%
GBFP
647
Golden Bell Financial Planning
Georgia
$1.05M -$81.2K -260 -7%
KWM
648
KW Wealth Management
California
$1.05M +$14.4K +46 +1%
EFS
649
Essex Financial Services
Connecticut
$1.04M +$40.6K +130 +4%
ECM
650
Evergreen Capital Management
Washington
$1.04M -$31.2K -100 -3%
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