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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1226
GoalVest Advisory
New York
$170K +$32.7K +98 +25%
PWA
1227
Provenance Wealth Advisors
Florida
$169K – – –
CFM
1228
Compass Financial Management
Florida
$168K +$158K +474 New
GBT
1229
Grove Bank & Trust
Florida
$168K – – –
BWM
1230
Bernard Wealth Management
Michigan
$166K – – –
CIAS
1231
Capital Investment Advisory Services
North Carolina
$163K – – –
CT
1232
Colonial Trust
South Carolina
$162K – – –
RPC
1233
Rossmore Private Capital
Connecticut
$160K +$334 +1 +0.2%
UFPG
1234
United Financial Planning Group
New York
$159K – – –
AP
1235
Atwood & Palmer
Missouri
$154K – – –
JWM
1236
JPL Wealth Management
Colorado
$151K – – –
KFG
1237
Kingdom Financial Group
Arizona
$150K +$146K +437 New
HHGA
1238
Halbert Hargrove Global Advisors
California
$147K – – –
AA
1239
Ancora Advisors
Ohio
$145K – – –
HFS
1240
Hughes Financial Services
Virginia
$144K – – –
CT
1241
Caldwell Trust
Florida
$140K – – –
MCRM
1242
Midway Capital Research & Management
Illinois
$138K – – –
KFP
1243
Kerr Financial Planning
California
$137K – – –
HBT
1244
Hills Bank & Trust
Iowa
$136K – – –
KFAS
1245
Keating Financial Advisory Services
Kansas
$134K +$334 +1 +0.3%
FHC
1246
First Horizon Corporation
Tennessee
$129K -$10.3K -31 -8%
TCWA
1247
Turtle Creek Wealth Advisors
Texas
$129K – – –
DIP
1248
DT Investment Partners
Pennsylvania
$127K – – –
RDFA
1249
Ritter Daniher Financial Advisory
Ohio
$126K – – –
CFM
1250
Cornerstone Financial Management
Massachusetts
$126K – – –
48 49
50
51 52