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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Centric Wealth Management
Illinois
$772K +$375K +1,125 +100%
AC
752
Avant Capital
Louisiana
$766K -$9.67K -29 -1%
KWS
753
Keystone Wealth Services
California
$763K -$2K -6 -0.3%
B
754
BetterWealth
California
$759K – – –
BCM
755
Becker Capital Management
Oregon
$758K – – –
HPC
756
HM Payson & Co
Maine
$756K – – –
PI
757
PFG Investments
New York
$755K +$57.4K +172 +8%
WAG
758
Winthrop Advisory Group
Massachusetts
$754K +$1K +3 +0.1%
NG
759
Norden Group
Utah
$751K -$39K -117 -5%
GIA
760
Gladstone Institutional Advisory
Florida
$749K -$33.4K -100 -4%
BWP
761
Bernardo Wealth Planning
Pennsylvania
$743K – – –
AWM
762
Ariadne Wealth Management
California
$742K – – –
PHWM
763
Pine Harbor Wealth Management
Maryland
$741K – – –
WFC
764
Western Financial Corp
California
$738K – – –
SI
765
Scharf Investments
California
$733K +$484K +1,451 +213%
NCM
766
Novare Capital Management
North Carolina
$731K -$54.7K -164 -7%
DWG
767
Darden Wealth Group
Michigan
$729K – – –
CPA
768
Cathy Pareto & Associates
Florida
$729K +$11K +33 +2%
RWM
769
Rezny Wealth Management
Florida
$729K -$13.3K -40 -2%
MWAM
770
Manhattan West Asset Management
California
$727K +$705K +2,114 New
RI
771
Rinkey Investments
California
$726K – – –
BWM
772
Briggs Wealth Management
Connecticut
$719K – – –
FFA
773
First Foundation Advisors
California
$717K +$2K +6 +0.3%
CW
774
CreativeOne Wealth
Kansas
$713K -$63K -189 -8%
RZH
775
Relyea Zuckerberg Hanson
Connecticut
$707K – – –
29 30
31
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