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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
726
Houlihan Financial Resource Group
Virginia
$565K – – –
FWM
727
Fairhaven Wealth Management
Illinois
$563K -$3.79K -14 -0.7%
UL
728
Unionview LLC
Washington
$561K -$1.35K -5 -0.2%
RZH
729
Relyea Zuckerberg Hanson
Connecticut
$554K +$271 +1 +0%
ATC
730
Advantage Trust Company
Kansas
$552K -$9.21K -34 -2%
RWM
731
Rezny Wealth Management
Florida
$549K -$94.8K -350 -15%
DWM
732
Diversify Wealth Management
Utah
$549K +$17.6K +65 +3%
GLA
733
Good Life Advisors
Pennsylvania
$548K +$160K +589 +41%
LEA
734
Legacy Edge Advisors
New York
$546K – – –
RCS
735
Retirement Capital Strategies
California
$545K -$36.3K -134 -6%
KIA
736
KCM Investment Advisors
California
$545K – – –
TA
737
TruWealth Advisors
Louisiana
$543K +$542 +2 +0.1%
OCM
738
Orser Capital Management
Texas
$542K – – –
AT
739
Avalon Trust
New Mexico
$539K -$819K -3,022 -60%
CMP
740
Courage Miller Partners
Virginia
$539K – – –
GEA
741
Glen Eagle Advisors
New Jersey
$536K – – –
GA
742
Greenspring Advisors
Maryland
$535K -$9.21K -34 -2%
EF
743
Envision Financial
Wisconsin
$534K +$537K +1,981 New
ASC
744
Atalanta Sosnoff Capital
New York
$529K +$325K +1,201 +158%
BI
745
Beckerman Institutional
New Jersey
$528K – – –
WLIM
746
White Lighthouse Investment Management
Massachusetts
$527K -$27.9K -103 -5%
CQWA
747
Chokshi & Queen Wealth Advisors
California
$527K +$529K +1,954 New
PW
748
PUREfi Wealth
Massachusetts
$526K +$529K +1,952 New
CC
749
Callan Capital
California
$524K -$6.68M -24,663 -93%
CPP
750
Capasso Planning Partners
South Carolina
$523K – – –
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30
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