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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$261K – – –
JIC
452
Johnson Investment Counsel
Ohio
$259K +$245K +1,810 New
W
453
WealthOne
New York
$258K – – –
MMPW
454
Mitchell McLeod Pugh & Williams
Alabama
$256K – – –
BBHC
455
Brown Brothers Harriman & Co
New York
$255K – – –
FWM
456
Frontier Wealth Management
Missouri
$253K +$270 +2 +0.1%
NP
457
NorthRock Partners
Minnesota
$252K -$230K -1,704 -49%
SLT
458
St Louis Trust
Missouri
$252K +$239K +1,764 New
BOM
459
Bank of Marin
California
$251K – – –
KIA
460
KCM Investment Advisors
California
$251K – – –
NL
461
NVWM LLC
Pennsylvania
$250K -$19.2K -142 -8%
WCG
462
Weaver Consulting Group
California
$249K – – –
CA
463
Cetera Advisors
Colorado
$249K +$236K +1,743 New
APW
464
Acima Private Wealth
Virginia
$248K – – –
AAS
465
Annex Advisory Services
Wisconsin
$248K +$235K +1,737 New
WS
466
Wedbush Securities
California
$246K -$27K -200 -10%
CCM
467
Coe Capital Management
Illinois
$245K – – –
FPFS
468
First Personal Financial Services
North Carolina
$243K -$13.5K -100 -6%
B
469
Bailard
California
$243K – – –
DW
470
Domani Wealth
Pennsylvania
$243K – – –
VWM
471
Venturi Wealth Management
Texas
$240K -$26K -192 -10%
RIA
472
Regal Investment Advisors
Michigan
$238K +$225K +1,661 New
FFBTD
473
First Financial Bank - Trust Division
Ohio
$236K +$223K +1,650 New
PWA
474
Peterson Wealth Advisors
Utah
$233K +$220K +1,629 New
GT
475
Greenleaf Trust
Michigan
$228K -$164K -1,213 -43%
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19
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