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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
$146K – – –
GBT
1177
Grove Bank & Trust
Florida
$146K +$38.5K +123 +34%
BWM
1178
Bernard Wealth Management
Michigan
$144K – – –
AP
1179
Advisortrust Partners
North Carolina
$143K -$606K -1,938 -80%
LBC
1180
Lowe Brockenbrough & Co
Virginia
$142K – – –
CIAS
1181
Capital Investment Advisory Services
North Carolina
$141K -$32.2K -103 -18%
CT
1182
Colonial Trust
South Carolina
$141K – – –
RPC
1183
Rossmore Private Capital
Connecticut
$138K – – –
UFPG
1184
United Financial Planning Group
New York
$138K – – –
AP
1185
Atwood & Palmer
Missouri
$134K +$140K +448 New
CW
1186
Curio Wealth
Maryland
$133K – – –
M
1187
MOTCO
Texas
$131K -$48.5K -155 -26%
JWM
1188
JPL Wealth Management
Colorado
$131K +$138K +440 New
KFP
1189
Kerr Financial Planning
California
$130K -$124K -397 -50%
HHGA
1190
Halbert Hargrove Global Advisors
California
$128K – – –
AA
1191
Ancora Advisors
Ohio
$126K – – –
HFS
1192
Hughes Financial Services
Virginia
$125K – – –
FHC
1193
First Horizon Corporation
Tennessee
$122K -$5.01K -16 -4%
CT
1194
Caldwell Trust
Florida
$121K -$11K -35 -8%
MCRM
1195
Midway Capital Research & Management
Illinois
$120K +$125K +400 New
GA
1196
GoalVest Advisory
New York
$119K – – –
HBT
1197
Hills Bank & Trust
Iowa
$118K – – –
TPWA
1198
Twin Peaks Wealth Advisors
California
$118K +$123K +394 New
KFAS
1199
Keating Financial Advisory Services
Kansas
$116K +$313 +1 +0.3%
TCWA
1200
Turtle Creek Wealth Advisors
Texas
$112K +$117K +375 New
46 47
48
49 50