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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1126
Colony Family Offices
North Carolina
$78.4K +$1.05K +4 +1%
HIA
1127
Harbor Investment Advisory
Maryland
$77.9K – – –
RFA
1128
Reyes Financial Architecture
California
$77.6K – – –
BBPWM
1129
Blue Bell Private Wealth Management
Pennsylvania
$77.3K -$2.9K -11 -4%
WB
1130
Webster Bank
Connecticut
$73.3K – – –
JGIA
1131
Jackson Grant Investment Advisers
Connecticut
$71.5K – – –
PCTC
1132
Perkins Coie Trust Company
Washington
$71.3K – – –
GFL
1133
Granite FO LLC
New Hampshire
$69.3K – – –
JFG
1134
JDM Financial Group
Texas
$68.8K – – –
RLIM
1135
Red Lighthouse Investment Management
New York
$68.2K – – –
HFS
1136
Hantz Financial Services
Michigan
$68K +$62.7K +238 New
AIP
1137
Ameritas Investment Partners
Nebraska
$67K – – –
SIS
1138
Sound Income Strategies
Florida
$66.5K – – –
PIA
1139
Powell Investment Advisors
Florida
$65K – – –
VDBMI
1140
Van Den Berg Management I
Texas
$64.2K -$2.37K -9 -4%
RP
1141
Rice Partnership
Hawaii
$63.6K – – –
CFP
1142
Comprehensive Financial Planning
Pennsylvania
$60.8K – – –
RMC
1143
Resources Management Corp
Connecticut
$60K – – –
LWA
1144
Lowe Wealth Advisors
Maryland
$57.1K – – –
OP
1145
ORG Partners
Indiana
$56.7K – – –
PWA
1146
Principia Wealth Advisory
Texas
$56.2K – – –
CCM
1147
Chilton Capital Management
Texas
$53.9K – – –
OCM
1148
Orion Capital Management
California
$51.9K – – –
HWP
1149
Highline Wealth Partners
California
$51.7K -$15.8K -60 -25%
NSIM
1150
North Star Investment Management
Illinois
$48.5K – – –
44 45
46
47 48