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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Calamos Wealth Management
Illinois
$368K +$363K +1,765 New
BWM
602
Baystate Wealth Management
Massachusetts
$365K -$116K -565 -24%
RFC
603
Regions Financial Corp
Alabama
$363K -$35.7K -174 -9%
ABC
604
Associated Banc-Corp
Wisconsin
$363K -$4.72K -23 -1%
FHC
605
First Heartland Consultants
Missouri
$362K +$5.96K +29 +2%
B
606
Bailard
California
$360K +$5.75K +28 +2%
PCM
607
Passive Capital Management
Maryland
$359K – – –
AA
608
Addison Advisors
Vermont
$358K – – –
TNA
609
True North Advisors
Texas
$358K +$353K +1,720 New
FF
610
Financial Futures
New Jersey
$356K -$32.5K -158 -8%
MMPW
611
Mitchell McLeod Pugh & Williams
Alabama
$355K – – –
USCWA
612
U.S. Capital Wealth Advisors
Texas
$355K +$35.1K +171 +11%
FPFS
613
First Personal Financial Services
North Carolina
$354K – – –
NIM
614
Northeast Investment Management
Massachusetts
$354K – – –
OHIS
615
Oak Harvest Investment Services
Texas
$353K +$1.03K +5 +0.3%
RFN
616
RDA Financial Network
Iowa
$351K -$4.11K -20 -1%
B
617
Brightworth
Georgia
$349K +$344K +1,676 New
TI
618
Trexquant Investment
Connecticut
$348K -$143K -694 -29%
COCM
619
Charter Oak Capital Management
New Hampshire
$347K – – –
VFA
620
Valeo Financial Advisors
Indiana
$344K -$7.19K -35 -2%
WCFA
621
Walkner Condon Financial Advisors
Wisconsin
$344K +$339K +1,649 New
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$342K – – –
BOM
623
Bank of Marin
California
$339K – – –
FFBTD
624
First Financial Bank - Trust Division
Ohio
$339K – – –
KIA
625
KCM Investment Advisors
California
$339K – – –
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25
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