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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
351
Curi RMB Capital
Illinois
$222K – – –
CC
352
Courier Capital
New York
$221K – – –
PPA
353
Parametric Portfolio Associates
Washington
$214K -$4.58K -35 -2%
CAW
354
Cornerstone Advisors (Washington)
Washington
$213K – – –
TSWM
355
Triangle Securities Wealth Management
North Carolina
$210K -$16.4K -125 -7%
SBL
356
Sargent Bickham Lagudis
Colorado
$208K -$19.6K -150 -9%
KPAG
357
KLS Professional Advisors Group
New York
$208K +$204K +1,557 New
HIMC
358
Heritage Investors Management Corp
Maryland
$204K -$121K -920 -38%
MCWS
359
McKinley Carter Wealth Services
West Virginia
$204K +$200K +1,525 New
FNBT
360
FineMark National Bank & Trust
Florida
$200K +$196K +1,500 New
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$200K +$196K +1,500 New
SCM
362
SOL Capital Management
Maryland
$200K +$196K +1,500 New
CMBA
363
C.M. Bidwell & Associates
Hawaii
$183K +$3.27K +25 +2%
FHB
364
First Hawaiian Bank
Hawaii
$183K +$179K +1,370 New
RCA
365
Rowland Carmichael Advisors
Arizona
$173K +$33K +252 +24%
CFGS
366
Concourse Financial Group Securities
Alabama
$170K +$166K +1,270 New
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$166K – – –
AF
368
Advisornet Financial
Minnesota
$164K – – –
FHA
369
First Horizon Advisors
Tennessee
$157K – – –
VCM
370
Vigilant Capital Management
Maine
$154K +$16.4K +125 +12%
LPIC
371
LeJeune Puetz Investment Counsel
Michigan
$147K – – –
PGWM
372
Parisi Gray Wealth Management
New Jersey
$146K – – –
WCM
373
Wealthcare Capital Management
Virginia
$140K – – –
RE
374
RBC Europe
United Kingdom
$138K – – –
WCAMG
375
Woodard & Company Asset Management Group
North Carolina
$127K – – –
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