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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1201
Smartleaf Asset Management
Massachusetts
$39.9K +$17.8K +60 +86%
SGK
1202
Steigerwald Gordon & Koch
Virginia
$36.5K +$34.9K +118 New
AT
1203
Arlington Trust
Alabama
$36K – – –
PCM
1204
Perritt Capital Management
Illinois
$35.4K +$296 +1 +0.9%
LWA
1205
Lowe Wealth Advisors
Maryland
$35.1K -$25.5K -86 -43%
CBT
1206
Crews Bank & Trust
Florida
$33.9K – – –
CWM
1207
Consultiva Wealth Management
Puerto Rico
$31.7K – – –
SWP
1208
Strategic Wealth Partners
Ohio
$31.7K +$14.8K +50 +94%
EWM
1209
Evolution Wealth Management
Florida
$31.4K – – –
TWM
1210
Tripletail Wealth Management
Florida
$31.1K +$29.6K +100 New
AIM
1211
Anchor Investment Management
South Carolina
$30.8K – – –
IWM
1212
Inlight Wealth Management
Georgia
$28.9K – – –
AEPWM
1213
Atlantic Edge Private Wealth Management
Florida
$28.6K – – –
CFS
1214
Compass Financial Services
Iowa
$25.9K +$24.9K +84 New
RF
1215
Robinswood Financial
Washington
$25K – – –
MHR
1216
Matthew Hamilton Rosenberg
$24.6K – – –
HC
1217
Hurley Capital
New York
$24.2K +$296 +1 +1%
AWM
1218
AllSquare Wealth Management
New York
$23.7K – – –
BC
1219
Broadwater Capital
Massachusetts
$23.1K -$6.31M -21,323 -100%
T
1220
Tidemark
California
$21.7K – – –
APW
1221
Atlantic Private Wealth
North Carolina
$19.7K – – –
TWM
1222
Topsail Wealth Management
North Carolina
$19.1K +$18.4K +62 New
PFBT
1223
Parkside Financial Bank & Trust
Missouri
$18.5K – – –
AIC
1224
Archer Investment Corporation
Indiana
$18.2K – – –
WWM
1225
Wolff Wiese Magana
California
$18.2K – – –
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49
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