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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$572K +$10K +37 +2%
SI
702
Stephens Inc
Arkansas
$570K -$40.4K -149 -6%
TC
703
Trust Company
Kansas
$569K – – –
PFA
704
Portland Financial Advisors
New York
$567K – – –
OWA
705
One Wealth Advisors
California
$565K +$596K +2,200 New
SSB
706
Sandy Spring Bank
Maryland
$565K +$1.08K +4 +0.2%
HPC
707
HM Payson & Co
Maine
$562K – – –
BCM
708
Becker Capital Management
Oregon
$561K – – –
AWM
709
Ariadne Wealth Management
California
$561K – – –
BWP
710
Bernardo Wealth Planning
Pennsylvania
$555K – – –
VWM
711
Venturi Wealth Management
Texas
$547K – – –
SF
712
Safeguard Financial
Wisconsin
$547K -$62.3K -230 -10%
DWG
713
Darden Wealth Group
Michigan
$545K – – –
VNA
714
Valley National Advisers
Pennsylvania
$544K – – –
RCS
715
Retirement Capital Strategies
California
$541K +$23.6K +87 +4%
LEA
716
Legacy Edge Advisors
New York
$541K +$23.3K +86 +4%
PCM
717
Park Capital Management
Wisconsin
$540K -$91.3K -337 -14%
RFN
718
Redwood Financial Network
Ohio
$538K -$15.4K -57 -3%
CAI
719
Capital Advisors Inc
Oklahoma
$536K +$97.5K +360 +21%
TWM
720
TSA Wealth Management
Texas
$536K +$565K +2,085 New
PWA
721
Peterson Wealth Advisors
Utah
$535K -$28.4K -105 -4%
PWW
722
Pettyjohn Wood & White
Virginia
$535K -$29.3K -108 -5%
DWM
723
Diversify Wealth Management
Utah
$531K +$8.13K +30 +1%
RZH
724
Relyea Zuckerberg Hanson
Connecticut
$528K +$271 +1 +0%
ATC
725
Advantage Trust Company
Kansas
$526K – – –
27 28
29
30 31