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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
226
City Holding Co
West Virginia
$432K – – –
FWP
227
FAS Wealth Partners
Kansas
$429K +$1.81K +17 +0.4%
ONB
228
Old National Bancorp
Indiana
$427K -$653K -6,130 -61%
NEAM
229
New England Asset Management
Connecticut
$422K -$1.03M -9,700 -71%
AF
230
Affiance Financial
Minnesota
$421K -$44.7K -419 -10%
HIMC
231
Heritage Investors Management Corp
Maryland
$404K – – –
BFM
232
Boston Financial Management
Massachusetts
$397K – – –
SA
233
Strategic Advisors
New York
$395K +$390K +3,657 New
UBWV
234
United Bank (West Virginia)
West Virginia
$393K – – –
HB
235
Homrich & Berg
Georgia
$385K +$6.93K +65 +2%
FMWA
236
Forvis Mazars Wealth Advisors
Missouri
$380K – – –
FHC
237
First Heartland Consultants
Missouri
$372K +$15.8K +148 +4%
FPFS
238
First Personal Financial Services
North Carolina
$357K – – –
BWP
239
BSW Wealth Partners
Colorado
$351K – – –
DIP
240
DT Investment Partners
Pennsylvania
$342K +$30.7K +288 +10%
B
241
Bridgeworth
Alabama
$340K +$49.4K +463 +17%
JIC
242
Johnson Investment Counsel
Ohio
$336K – – –
TA
243
Tiedemann Advisors
New York
$336K +$357K +3,345 New
IA
244
IFP Advisors
Florida
$334K +$9.91K +93 +3%
GA
245
Geneva Advisors
Illinois
$328K – – –
DSC
246
Duncker Streett & Co
Missouri
$328K +$17.3K +162 +6%
DW
247
Domani Wealth
Pennsylvania
$324K – – –
ABC
248
Associated Banc-Corp
Wisconsin
$321K -$10.7K -100 -3%
CCM
249
Coe Capital Management
Illinois
$319K -$81.2K -762 -21%
BF
250
BOK Financial
Oklahoma
$315K -$12.6K -118 -4%
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