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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
676
Sandy Spring Bank
Maryland
$581K -$13.2K -52 -2%
VNA
677
Valley National Advisers
Pennsylvania
$577K -$24.1K -95 -4%
BWP
678
Bernardo Wealth Planning
Pennsylvania
$577K – – –
BCM
679
Becker Capital Management
Oregon
$577K – – –
GWA
680
GGM Wealth Advisors
Maryland
$576K +$1.78K +7 +0.3%
HPC
681
HM Payson & Co
Maine
$576K – – –
PWW
682
Pettyjohn Wood & White
Virginia
$575K +$761 +3 +0.1%
RSWM
683
Robertson Stephens Wealth Management
California
$575K +$552K +2,176 New
MA
684
Marquette Associates
Illinois
$569K -$712K -2,806 -57%
RFC
685
Regions Financial Corp
Alabama
$567K +$160K +629 +41%
RCS
686
Retirement Capital Strategies
California
$567K +$5.07K +20 +0.9%
RFN
687
Redwood Financial Network
Ohio
$566K +$1.52K +6 +0.3%
VWM
688
Venturi Wealth Management
Texas
$566K -$45.7K -180 -8%
DWG
689
Darden Wealth Group
Michigan
$558K -$29.9K -118 -5%
BF
690
Brooklyn FI
New York
$554K +$534K +2,103 New
SI
691
Stephens Inc
Arkansas
$553K -$3.04K -12 -0.6%
FWM
692
Fairhaven Wealth Management
Illinois
$553K -$16.2K -64 -3%
HFRG
693
Houlihan Financial Resource Group
Virginia
$551K +$531K +2,094 New
UL
694
Unionview LLC
Washington
$549K +$1.52K +6 +0.3%
ATC
695
Advantage Trust Company
Kansas
$548K +$7.1K +28 +1%
WLIM
696
White Lighthouse Investment Management
Massachusetts
$542K +$23.3K +92 +5%
RZH
697
Relyea Zuckerberg Hanson
Connecticut
$540K -$9.89K -39 -2%
KIA
698
KCM Investment Advisors
California
$532K – – –
GA
699
Greenspring Advisors
Maryland
$531K – – –
LEA
700
Legacy Edge Advisors
New York
$531K +$122K +481 +31%
26 27
28
29 30