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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
701
Pine Harbor Wealth Management
Maryland
$676K – – –
SAMT
702
Select Asset Management & Trust
Pennsylvania
$675K -$3.95K -15 -0.6%
BBA
703
Braun-Bostich & Associates
Pennsylvania
$673K – – –
CSB
704
City State Bank
Iowa
$672K – – –
UAS
705
United Asset Strategies
New York
$670K -$1.05K -4 -0.2%
SMA
706
Sage Mountain Advisors
Georgia
$663K – – –
NCM
707
Novare Capital Management
North Carolina
$662K -$26.3K -100 -4%
PWA
708
Peterson Wealth Advisors
Utah
$659K – – –
BFS
709
Beacon Financial Strategies
North Carolina
$658K -$5.53K -21 -0.9%
AC
710
AWM Capital
Arizona
$657K – – –
BOC
711
Blue Oak Capital
California
$656K – – –
SI
712
Stephens Inc
Arkansas
$656K +$21.3K +81 +4%
USCWA
713
U.S. Capital Wealth Advisors
Texas
$647K -$5.01K -19 -0.8%
WAG
714
Winthrop Advisory Group
Massachusetts
$646K – – –
CPA
715
Cathy Pareto & Associates
Florida
$644K -$3.16K -12 -0.5%
AWM
716
Ariadne Wealth Management
California
$642K – – –
OWA
717
One Wealth Advisors
California
$642K +$13.2K +50 +2%
MIAS
718
Mason Investment Advisory Services
Virginia
$638K -$78K -296 -12%
TC
719
Trust Company
Kansas
$632K – – –
PFA
720
Portland Financial Advisors
New York
$629K – – –
PI
721
PFG Investments
New York
$626K +$90.1K +342 +18%
BCM
722
Becker Capital Management
Oregon
$625K – – –
HPC
723
HM Payson & Co
Maine
$624K – – –
DWM
724
Diversify Wealth Management
Utah
$622K +$3.42K +13 +0.6%
BWP
725
Bernardo Wealth Planning
Pennsylvania
$616K – – –
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