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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1201
Perritt Capital Management
Illinois
$35.4K +$296 +1 +0.9%
LWA
1202
Lowe Wealth Advisors
Maryland
$35.1K -$25.5K -86 -43%
CBT
1203
Crews Bank & Trust
Florida
$33.9K – – –
CWM
1204
Consultiva Wealth Management
Puerto Rico
$31.7K – – –
SWP
1205
Strategic Wealth Partners
Ohio
$31.7K +$14.8K +50 +94%
EWM
1206
Evolution Wealth Management
Florida
$31.4K – – –
TWM
1207
Tripletail Wealth Management
Florida
$31.1K +$29.6K +100 New
AIM
1208
Anchor Investment Management
South Carolina
$30.8K – – –
IWM
1209
Inlight Wealth Management
Georgia
$28.9K – – –
AEPWM
1210
Atlantic Edge Private Wealth Management
Florida
$28.6K – – –
CFS
1211
Compass Financial Services
Iowa
$25.9K +$24.9K +84 New
RF
1212
Robinswood Financial
Washington
$25K – – –
MHR
1213
Matthew Hamilton Rosenberg
$24.6K – – –
HC
1214
Hurley Capital
New York
$24.2K +$296 +1 +1%
AWM
1215
AllSquare Wealth Management
New York
$23.7K – – –
BC
1216
Broadwater Capital
Massachusetts
$23.1K -$6.31M -21,323 -100%
T
1217
Tidemark
California
$21.7K – – –
APW
1218
Atlantic Private Wealth
North Carolina
$19.7K – – –
TWM
1219
Topsail Wealth Management
North Carolina
$19.1K +$18.4K +62 New
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$18.5K – – –
AIC
1221
Archer Investment Corporation
Indiana
$18.2K – – –
WWM
1222
Wolff Wiese Magana
California
$18.2K – – –
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$17.2K +$16.6K +56 New
QWM
1224
Quaker Wealth Management
New Jersey
$16.6K – – –
WA
1225
Whipplewood Advisors
Colorado
$16.3K – – –
47 48
49
50 51