VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
601
Associated Banc-Corp
Wisconsin
$283K – – –
SF
602
Synovus Financial
Georgia
$282K +$42.9K +236 +16%
PCM
603
Passive Capital Management
Maryland
$282K – – –
AA
604
Addison Advisors
Vermont
$281K – – –
TNA
605
True North Advisors
Texas
$281K – – –
CWA
606
Canvas Wealth Advisors
Kansas
$280K -$8.18K -45 -3%
WCWM
607
Willow Creek Wealth Management
California
$280K – – –
RIA
608
Regal Investment Advisors
Michigan
$280K +$42.9K +236 +16%
OHIS
609
Oak Harvest Investment Services
Texas
$279K +$1.27K +7 +0.4%
BA
610
Bellwether Advisors
Nebraska
$278K -$32.7K -180 -10%
B
611
Bailard
California
$278K -$5.09K -28 -2%
FHA
612
First Horizon Advisors
Tennessee
$278K -$909 -5 -0.3%
FPFS
613
First Personal Financial Services
North Carolina
$278K – – –
WP
614
WealthShield Partners
North Carolina
$277K +$3.45K +19 +1%
RFN
615
RDA Financial Network
Iowa
$275K – – –
DPI
616
Diversified Portfolios Inc
Michigan
$274K +$27.8K +153 +10%
HWM
617
HighMark Wealth Management
Minnesota
$273K -$46.2K -254 -13%
KIA
618
KCM Investment Advisors
California
$273K -$5.82K -32 -2%
PFA
619
Peak Financial Advisors
Colorado
$273K +$303K +1,667 New
COCM
620
Charter Oak Capital Management
New Hampshire
$272K – – –
USCWA
621
U.S. Capital Wealth Advisors
Texas
$272K +$1.27K +7 +0.4%
HR
622
Hardy Reed
Mississippi
$271K -$227K -1,246 -43%
FC
623
Forte Capital
New York
$269K – – –
LNWTC
624
Laird Norton Wetherby Trust Company
Washington
$267K – – –
BOM
625
Bank of Marin
California
$266K – – –
23 24
25
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