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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
Trust Company
Kansas
$682K – – –
PFA
727
Portland Financial Advisors
New York
$679K – – –
AUB
728
Atlantic Union Bankshares
Virginia
$678K -$263K -888 -29%
MIAS
729
Mason Investment Advisory Services
Virginia
$678K -$10.1K -34 -2%
HPC
730
HM Payson & Co
Maine
$677K +$3.85K +13 +0.6%
CPA
731
Cathy Pareto & Associates
Florida
$675K -$19.8K -67 -3%
AWM
732
Ariadne Wealth Management
California
$670K – – –
OWA
733
One Wealth Advisors
California
$667K -$24.9K -84 -4%
DWM
734
Diversify Wealth Management
Utah
$666K +$3.85K +13 +0.6%
BWP
735
Bernardo Wealth Planning
Pennsylvania
$665K – – –
RFC
736
Regions Financial Corp
Alabama
$664K – – –
GIA
737
Gladstone Institutional Advisory
Florida
$661K +$10.1K +34 +2%
BO
738
Bank OZK
Arkansas
$661K -$2.96K -10 -0.5%
ASC
739
Atalanta Sosnoff Capital
New York
$661K +$26.4K +89 +4%
GC
740
Grimes & Company
Massachusetts
$659K +$158K +532 +33%
VNA
741
Valley National Advisers
Pennsylvania
$658K +$5.63K +19 +0.9%
DWG
742
Darden Wealth Group
Michigan
$653K – – –
PHWM
743
Pine Harbor Wealth Management
Maryland
$652K -$74K -250 -11%
VT
744
Vise Technologies
New York
$652K +$217K +733 +53%
RI
745
Rinkey Investments
California
$650K +$625K +2,110 New
NP
746
NorthRock Partners
Minnesota
$646K +$126K +426 +25%
PWW
747
Pettyjohn Wood & White
Virginia
$641K +$296 +1 +0%
GEA
748
Glen Eagle Advisors
New Jersey
$637K +$23.7K +80 +4%
RZH
749
Relyea Zuckerberg Hanson
Connecticut
$632K – – –
ATC
750
Advantage Trust Company
Kansas
$628K -$2.37K -8 -0.4%
28 29
30
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