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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
B
751
BetterWealth
California
$759K – – –
BCM
752
Becker Capital Management
Oregon
$758K – – –
HPC
753
HM Payson & Co
Maine
$756K – – –
PI
754
PFG Investments
New York
$755K +$57.4K +172 +8%
WAG
755
Winthrop Advisory Group
Massachusetts
$754K +$1K +3 +0.1%
NG
756
Norden Group
Utah
$751K -$39K -117 -5%
GIA
757
Gladstone Institutional Advisory
Florida
$749K -$33.4K -100 -4%
BWP
758
Bernardo Wealth Planning
Pennsylvania
$743K – – –
AWM
759
Ariadne Wealth Management
California
$742K – – –
PHWM
760
Pine Harbor Wealth Management
Maryland
$741K – – –
WFC
761
Western Financial Corp
California
$738K – – –
SI
762
Scharf Investments
California
$733K +$484K +1,451 +213%
NCM
763
Novare Capital Management
North Carolina
$731K -$54.7K -164 -7%
DWG
764
Darden Wealth Group
Michigan
$729K – – –
CPA
765
Cathy Pareto & Associates
Florida
$729K +$11K +33 +2%
RWM
766
Rezny Wealth Management
Florida
$729K -$13.3K -40 -2%
MWAM
767
Manhattan West Asset Management
California
$727K +$705K +2,114 New
RI
768
Rinkey Investments
California
$726K – – –
BWM
769
Briggs Wealth Management
Connecticut
$719K – – –
FFA
770
First Foundation Advisors
California
$717K +$2K +6 +0.3%
CW
771
CreativeOne Wealth
Kansas
$713K -$63K -189 -8%
RZH
772
Relyea Zuckerberg Hanson
Connecticut
$707K – – –
QP
773
Quartz Partners
New York
$701K – – –
TNA
774
True North Advisors
Texas
$698K – – –
BO
775
Bank OZK
Arkansas
$694K +$26.7K +80 +4%
29 30
31
32 33