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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
601
RDA Financial Network
Iowa
$377K +$7.51K +35 +2%
B
602
Bailard
California
$376K – – –
MMPW
603
Mitchell McLeod Pugh & Williams
Alabama
$376K – – –
NIM
604
Northeast Investment Management
Massachusetts
$376K – – –
FPFS
605
First Personal Financial Services
North Carolina
$375K – – –
OHIS
606
Oak Harvest Investment Services
Texas
$373K -$11.6K -54 -3%
VFA
607
Valeo Financial Advisors
Indiana
$372K +$361K +1,684 New
COCM
608
Charter Oak Capital Management
New Hampshire
$368K +$221K +1,032 +163%
CWA
609
Canvas Wealth Advisors
Kansas
$365K – – –
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$362K -$93.3K -435 -21%
BOM
611
Bank of Marin
California
$360K -$27.9K -130 -7%
KIA
612
KCM Investment Advisors
California
$360K -$27.9K -130 -7%
FFBTD
613
First Financial Bank - Trust Division
Ohio
$359K -$2.57K -12 -0.7%
MCM
614
Manchester Capital Management
Vermont
$359K – – –
FG
615
Fiduciary Group
Georgia
$356K – – –
RIA
616
Regal Investment Advisors
Michigan
$356K +$214 +1 +0.1%
TSS
617
Two Sigma Securities
New York
$356K +$345K +1,609 New
WFPG
618
Waller Financial Planning Group
Ohio
$355K – – –
MCM
619
Mitchell Capital Management
Kansas
$353K – – –
VWM
620
Venturi Wealth Management
Texas
$353K – – –
GT
621
Greenleaf Trust
Michigan
$352K – – –
PI
622
Pachira Investments
California
$349K +$36.5K +170 +12%
CWC
623
Carolinas Wealth Consulting
North Carolina
$348K -$26.2K -122 -7%
HCMT
624
Highland Capital Management (Tennessee)
Tennessee
$345K – – –
OA
625
Oxbow Advisors
Texas
$345K – – –
23 24
25
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