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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1176
Provenance Wealth Advisors
Florida
$154K – – –
BWM
1177
Bernard Wealth Management
Michigan
$152K – – –
LBC
1178
Lowe Brockenbrough & Co
Virginia
$150K – – –
CT
1179
Colonial Trust
South Carolina
$149K – – –
RPC
1180
Rossmore Private Capital
Connecticut
$146K +$625 +2 +0.4%
UFPG
1181
United Financial Planning Group
New York
$145K -$11.2K -36 -7%
TCM
1182
Triumph Capital Management
Colorado
$144K +$143K +458 New
CW
1183
Curio Wealth
Maryland
$142K – – –
BHWM
1184
Beaird Harris Wealth Management
Texas
$142K – – –
CT
1185
Caldwell Trust
Florida
$139K +$9.68K +31 +8%
AWA
1186
American Wealth Advisors
Georgia
$138K +$937 +3 +0.7%
HHGA
1187
Halbert Hargrove Global Advisors
California
$134K – – –
FHC
1188
First Horizon Corporation
Tennessee
$133K – – –
AA
1189
Ancora Advisors
Ohio
$133K +$23.4K +75 +22%
HFS
1190
Hughes Financial Services
Virginia
$132K – – –
GA
1191
GoalVest Advisory
New York
$125K -$85.9K -275 -41%
RMP
1192
Richards, Merrill & Peterson
Washington
$125K – – –
HBT
1193
Hills Bank & Trust
Iowa
$124K – – –
KFAS
1194
Keating Financial Advisory Services
Kansas
$122K +$121K +388 New
DIP
1195
DT Investment Partners
Pennsylvania
$116K -$312 -1 -0.3%
RDFA
1196
Ritter Daniher Financial Advisory
Ohio
$116K – – –
GBT
1197
Grove Bank & Trust
Florida
$115K – – –
CFM
1198
Cornerstone Financial Management
Massachusetts
$115K +$114K +365 New
DCM
1199
Dorato Capital Management
Colorado
$112K +$110K +353 New
PFA
1200
Pillar Financial Advisors
Kentucky
$111K – – –
46 47
48
49 50