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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$723K -$17.5K -86 -2%
SHGA
502
Sand Hill Global Advisors
California
$722K – – –
CHC
503
City Holding Co
West Virginia
$721K -$48.9K -240 -6%
DC
504
Davenport & Co
Virginia
$717K +$133K +654 +22%
NOI
505
Newton One Investments
Delaware
$712K +$2.65K +13 +0.4%
LWM
506
Liberty Wealth Management
California
$711K -$13K -64 -2%
CHA
507
Carmichael Hill & Associates
Maryland
$706K +$15.9K +78 +2%
HNB
508
Huntington National Bank
Ohio
$702K – – –
CFS
509
CGC Financial Services
Oregon
$695K – – –
DAS
510
Dynamic Advisor Solutions
Arizona
$694K -$133K -655 -16%
ECM
511
Evergreen Capital Management
Washington
$694K +$70.3K +345 +11%
MMPW
512
Mitchell McLeod Pugh & Williams
Alabama
$690K – – –
PBF
513
Petix & Botte Financial
California
$682K – – –
MFT
514
Moisand Fitzgerald Tamayo
Florida
$681K -$19.1K -94 -3%
KL
515
KWMG LLC
Kansas
$680K – – –
DFC
516
DBK Financial Counsel
Ohio
$680K -$1.43K -7 -0.2%
BO
517
Bank OZK
Arkansas
$680K – – –
RFA
518
RTD Financial Advisors
Pennsylvania
$680K – – –
RDWM
519
Red Door Wealth Management
Tennessee
$675K -$7.94K -39 -1%
ICP
520
Interchange Capital Partners
Pennsylvania
$674K -$5.09K -25 -0.7%
OC
521
Oakworth Capital
Alabama
$673K -$611 -3 -0.1%
WFAG
522
Wescott Financial Advisory Group
Pennsylvania
$668K -$26.7K -131 -4%
PI
523
Pachira Investments
California
$665K -$45.2K -222 -6%
IWM
524
Iams Wealth Management
Nebraska
$657K +$684K +3,359 New
MCM
525
Morton Capital Management
California
$657K – – –
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