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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
526
Addison Advisors
Vermont
$345K +$335K +1,717 New
FPFS
527
First Personal Financial Services
North Carolina
$341K – – –
MMPW
528
Mitchell McLeod Pugh & Williams
Alabama
$341K – – –
CWC
529
Carolinas Wealth Consulting
North Carolina
$340K -$15K -77 -4%
SWM
530
SeaCrest Wealth Management
New York
$339K -$27.9K -143 -8%
FHC
531
First Heartland Consultants
Missouri
$335K -$37.7K -193 -10%
MIA
532
MainStreet Investment Advisors
Illinois
$333K – – –
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$333K – – –
FG
534
Fiduciary Group
Georgia
$331K – – –
FFBTD
535
First Financial Bank - Trust Division
Ohio
$329K – – –
MCM
536
Manchester Capital Management
Vermont
$326K – – –
VWM
537
Venturi Wealth Management
Texas
$325K -$4.88K -25 -2%
HIMC
538
Heritage Investors Management Corp
Maryland
$324K +$91.3K +468 +40%
RIA
539
Regal Investment Advisors
Michigan
$323K +$314K +1,607 New
ACP
540
Aveo Capital Partners
Colorado
$320K – – –
GT
541
Greenleaf Trust
Michigan
$320K – – –
MCM
542
Mitchell Capital Management
Kansas
$320K – – –
SG
543
StoneX Group
New York
$317K +$10.7K +55 +4%
OA
544
Oxbow Advisors
Texas
$314K – – –
WA
545
WBH Advisory
Maryland
$314K +$195 +1 +0.1%
HCMT
546
Highland Capital Management (Tennessee)
Tennessee
$313K – – –
VA
547
Valmark Advisers
Ohio
$313K +$39.8K +204 +15%
APW
548
Acima Private Wealth
Virginia
$308K -$39K -200 -12%
KC
549
Kingfisher Capital
North Carolina
$307K +$781 +4 +0.3%
SBL
550
Sargent Bickham Lagudis
Colorado
$304K – – –
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