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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
776
Evolution Advisers
Virginia
$657K +$94.3K +302 +17%
RZH
777
Relyea Zuckerberg Hanson
Connecticut
$647K +$625 +2 +0.1%
VNA
778
Valley National Advisers
Pennsylvania
$647K -$25.6K -82 -4%
OFS
779
Oldfather Financial Services
Nebraska
$643K +$50K +160 +9%
ATC
780
Advantage Trust Company
Kansas
$642K – – –
TLFA
781
True Link Financial Advisors
California
$642K +$636K +2,038 New
QP
782
Quartz Partners
New York
$641K – – –
RWM
783
Rezny Wealth Management
Florida
$641K – – –
DT
784
Diversified Trust
Tennessee
$640K +$635K +2,033 New
CW
785
CreativeOne Wealth
Kansas
$640K -$84.9K -272 -12%
PWW
786
Pettyjohn Wood & White
Virginia
$637K -$18.4K -59 -3%
KIA
787
KCM Investment Advisors
California
$636K – – –
PI
788
PFG Investments
New York
$635K +$625 +2 +0.1%
CPWL
789
Coquina Private Wealth LLC
Florida
$635K +$630K +2,016 New
EF
790
Envision Financial
Wisconsin
$628K +$2.19K +7 +0.4%
TWM
791
TSA Wealth Management
Texas
$626K -$9.68K -31 -2%
TA
792
TruWealth Advisors
Louisiana
$624K -$9.37K -30 -1%
BA
793
Bridgewater Advisors
New York
$623K – – –
PFA
794
Portland Financial Advisors
New York
$620K -$73.4K -235 -11%
WPC
795
Waters Parkerson & Co
Louisiana
$619K +$101K +322 +20%
KA
796
Kovack Advisors
Florida
$617K +$36.8K +118 +6%
BI
797
Beckerman Institutional
New Jersey
$616K – – –
KRAVCF
798
Karnit Road Accident Victims Compensation Fund
$614K +$609K +1,950 New
RIA
799
Regal Investment Advisors
Michigan
$609K -$4.37K -14 -0.7%
COCM
800
Charter Oak Capital Management
New Hampshire
$609K -$6.25K -20 -1%
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32
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