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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
$434K – – –
YWM
777
Yoder Wealth Management
California
$429K – – –
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$426K +$30.6K +113 +7%
BWL
779
Bogart Wealth LLC
Virginia
$426K – – –
SFS
780
Sowell Financial Services
Arkansas
$425K +$448K +1,655 New
WCG
781
Weaver Consulting Group
California
$425K – – –
WPC
782
Waters Parkerson & Co
Louisiana
$422K +$67.7K +250 +18%
ACM
783
Allred Capital Management
Texas
$421K -$40.1K -148 -8%
RIM
784
Rockbridge Investment Management
New York
$421K -$4.61K -17 -1%
IPW
785
IronBridge Private Wealth
Texas
$420K – – –
MCM
786
Manchester Capital Management
Vermont
$417K – – –
OHIS
787
Oak Harvest Investment Services
Texas
$416K +$1.63K +6 +0.4%
CFD
788
Creative Financial Designs
Indiana
$412K -$16K -59 -4%
CMP
789
Courage Miller Partners
Virginia
$410K -$109K -402 -20%
MCM
790
Mitchell Capital Management
Kansas
$410K – – –
PRP
791
Peak Retirement Planning
Ohio
$410K +$13.8K +51 +3%
SFP
792
Sandbox Financial Partners
Maryland
$410K +$42.5K +157 +11%
GC
793
Grimes & Company
Massachusetts
$408K +$1.63K +6 +0.4%
BMCM
794
Bryn Mawr Capital Management
Pennsylvania
$407K -$3.04M -11,205 -88%
WA
795
WBH Advisory
Maryland
$407K +$813 +3 +0.2%
ADL
796
Asset Dedication LLC
California
$405K -$21.9K -81 -5%
HCMT
797
Highland Capital Management (Tennessee)
Tennessee
$405K +$4.33K +16 +1%
MEAC
798
M.E. Allison & Co
Texas
$405K +$271 +1 +0.1%
CW
799
CreativeOne Wealth
Kansas
$405K +$84.2K +311 +25%
AG
800
Ascent Group
Virginia
$403K +$425K +1,568 New
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