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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
626
High Net Worth Advisory Group
Florida
$1.05M -$11.3K -36 -1%
GAM
627
Grandview Asset Management
Pennsylvania
$1.04M -$20.3K -65 -2%
AIM
628
Aspen Investment Management
Michigan
$1.04M -$108K -345 -9%
CWA
629
Canvas Wealth Advisors
Kansas
$1.04M +$841K +2,687 +338%
CWS
630
Cypress Wealth Services
California
$1.04M -$543K -1,735 -33%
LOWM
631
Laurel Oak Wealth Management
New Jersey
$1.04M – – –
JIC
632
Johnson Investment Counsel
Ohio
$1.03M +$8.13K +26 +0.8%
MCM
633
Morton Capital Management
California
$1.03M – – –
FFN
634
Focus Financial Network
Minnesota
$1.03M +$110K +352 +11%
DAS
635
Dynamic Advisor Solutions
Arizona
$1.03M -$13.8K -44 -1%
OC
636
Oakworth Capital
Alabama
$1.03M – – –
LWM
637
Liberty Wealth Management
California
$1.02M -$4.69K -15 -0.4%
WAM
638
WealthTrust Asset Management
Florida
$1.02M -$10K -32 -0.9%
ESB
639
Essex Savings Bank
Connecticut
$1M – – –
ECM
640
Evergreen Capital Management
Washington
$992K +$7.51K +24 +0.7%
CIC
641
Chilton Investment Company
Connecticut
$992K +$1.04M +3,319 New
GBFP
642
Golden Bell Financial Planning
Georgia
$991K -$9.7K -31 -0.9%
WIM
643
WealthPlan Investment Management
Nebraska
$987K +$336K +1,073 +48%
SWM
644
Spire Wealth Management
Virginia
$985K -$27.5K -88 -3%
JBW
645
Journey Beyond Wealth
Georgia
$983K +$9.7K +31 +1%
BIM
646
Breakwater Investment Management
Washington
$980K – – –
BWP
647
BSW Wealth Partners
Colorado
$971K – – –
PPC
648
Pennington Partners & Co
Maryland
$965K +$313 +1 +0%
FIA
649
Foundations Investment Advisors
Arizona
$953K +$120K +382 +14%
KFGK
650
Keystone Financial Group (Kentucky)
Kentucky
$945K – – –
24 25
26
27 28