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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
651
Breakwater Investment Management
Washington
$1.03M – – –
JBW
652
Journey Beyond Wealth
Georgia
$1.03M +$312 +1 +0%
BWP
653
BSW Wealth Partners
Colorado
$1.02M – – –
SC
654
Slow Capital
California
$1.02M -$30.6K -98 -3%
PPC
655
Pennington Partners & Co
Maryland
$1.02M -$9.37K -30 -0.9%
SCA
656
Strathmore Capital Advisors
North Carolina
$1M +$996K +3,190 New
BWP
657
Balboa Wealth Partners
Arizona
$1M +$27.8K +89 +3%
SWM
658
Sendero Wealth Management
Texas
$1M – – –
KFGK
659
Keystone Financial Group (Kentucky)
Kentucky
$996K – – –
PWA
660
Primoris Wealth Advisors
Florida
$993K – – –
MFT
661
Moisand Fitzgerald Tamayo
Florida
$992K -$5.31K -17 -0.5%
MFA
662
Mayflower Financial Advisors
Massachusetts
$990K +$56.5K +181 +6%
FNB
663
Farmers National Bank
Kentucky
$979K – – –
AM
664
Atwater Malick
Pennsylvania
$975K – – –
FFN
665
Focus Financial Network
Minnesota
$973K -$88.7K -284 -8%
BP
666
BWM Planning
Texas
$970K -$407K -1,304 -30%
SIM
667
Stratos Investment Management
Ohio
$968K +$937 +3 +0.1%
NP
668
NorthRock Partners
Minnesota
$968K +$304K +974 +46%
RDWM
669
Red Door Wealth Management
Tennessee
$966K +$3.75K +12 +0.4%
DAS
670
Daybright Advisory Services
Florida
$962K +$954K +3,055 New
JSW
671
Journey Strategic Wealth
New Jersey
$960K +$17.8K +57 +2%
WCFA
672
Walkner Condon Financial Advisors
Wisconsin
$960K -$625 -2 -0.1%
RFP
673
Root Financial Partners
California
$956K +$33.1K +106 +4%
RFP
674
RCS Financial Planning
Maryland
$953K – – –
FWCM
675
Ferguson Wellman Capital Management
Oregon
$948K – – –
25 26
27
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