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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
776
Graves Light Lenhart Wealth
Virginia
$455K – – –
RPCONE
777
Retirement Planning Company of New England
Rhode Island
$455K -$9.48K -35 -2%
WWM
778
Western Wealth Management
Colorado
$451K -$74.2K -274 -14%
YWM
779
Yoder Wealth Management
California
$450K +$453K +1,670 New
CFD
780
Creative Financial Designs
Indiana
$449K -$36K -133 -7%
ADL
781
Asset Dedication LLC
California
$447K -$8.94K -33 -2%
RIM
782
Rockbridge Investment Management
New York
$447K +$4.06K +15 +0.9%
BWL
783
Bogart Wealth LLC
Virginia
$447K – – –
WCG
784
Weaver Consulting Group
California
$446K – – –
IPW
785
IronBridge Private Wealth
Texas
$441K – – –
BOM
786
Bank of Marin
California
$439K – – –
MCM
787
Manchester Capital Management
Vermont
$438K – – –
OHIS
788
Oak Harvest Investment Services
Texas
$435K -$1.08K -4 -0.2%
FG
789
Fiduciary Group
Georgia
$431K – – –
MCM
790
Mitchell Capital Management
Kansas
$430K – – –
GC
791
Grimes & Company
Massachusetts
$427K -$12.2K -45 -3%
WA
792
WBH Advisory
Maryland
$426K +$1.9K +7 +0.4%
MEAC
793
M.E. Allison & Co
Texas
$425K +$427K +1,574 New
WGC
794
Watts Gwilliam & Co
Arizona
$423K – – –
SWA
795
Stratos Wealth Advisors
Ohio
$422K -$28.2K -104 -6%
HCMT
796
Highland Capital Management (Tennessee)
Tennessee
$421K – – –
RFC
797
Regions Financial Corp
Alabama
$418K -$164K -606 -28%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$417K +$419K +1,546 New
PRP
799
Peak Retirement Planning
Ohio
$417K +$418K +1,544 New
KA
800
Kovack Advisors
Florida
$414K +$13.8K +51 +3%
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