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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
651
Clear Investment Research
Georgia
$500K +$468K +2,290 New
VNA
652
Valley National Advisers
Pennsylvania
$499K -$9.61K -47 -2%
GSC
653
Ground Swell Capital
South Carolina
$499K +$467K +2,286 New
PWW
654
Pettyjohn Wood & White
Virginia
$496K +$613 +3 +0.1%
CCA
655
Conservest Capital Advisors
Pennsylvania
$493K – – –
DWG
656
Darden Wealth Group
Michigan
$488K +$458K +2,239 New
SSB
657
Sandy Spring Bank
Maryland
$487K +$1.23K +6 +0.3%
GWA
658
GGM Wealth Advisors
Maryland
$485K +$1.84K +9 +0.4%
MFG
659
Merit Financial Group
Georgia
$483K -$47.8K -234 -10%
HPC
660
HM Payson & Co
Maine
$477K – – –
CMP
661
Courage Miller Partners
Virginia
$475K -$3.27K -16 -0.7%
BWP
662
Bernardo Wealth Planning
Pennsylvania
$471K – – –
FWM
663
Fairhaven Wealth Management
Illinois
$471K -$98.7K -483 -18%
RWG
664
Ratio Wealth Group
Colorado
$463K +$434K +2,121 New
CAG
665
Crestwood Advisors Group
Massachusetts
$458K +$429K +2,100 New
GLLW
666
Graves Light Lenhart Wealth
Virginia
$457K – – –
HFRG
667
Houlihan Financial Resource Group
Virginia
$457K – – –
VFA
668
Valeo Financial Advisors
Indiana
$455K +$23.1K +113 +6%
ATC
669
Advantage Trust Company
Kansas
$448K +$420K +2,054 New
OCM
670
Orser Capital Management
Texas
$447K – – –
TNA
671
True North Advisors
Texas
$446K +$14.1K +69 +3%
DFA
672
Delta Financial Advisors
Louisiana
$443K -$56.2K -275 -12%
UL
673
Unionview LLC
Washington
$441K -$11K -54 -3%
KIA
674
KCM Investment Advisors
California
$441K – – –
GA
675
Greenspring Advisors
Maryland
$440K -$79.3K -388 -16%
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