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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
626
First Horizon Advisors
Tennessee
$294K +$94.8K +505 +42%
FPFS
627
First Personal Financial Services
North Carolina
$293K – – –
MMPW
628
Mitchell McLeod Pugh & Williams
Alabama
$293K – – –
OHIS
629
Oak Harvest Investment Services
Texas
$293K +$1.31K +7 +0.4%
KIA
630
KCM Investment Advisors
California
$293K +$14.1K +75 +5%
RFN
631
RDA Financial Network
Iowa
$290K – – –
WP
632
WealthShield Partners
North Carolina
$288K +$9.76K +52 +3%
COCM
633
Charter Oak Capital Management
New Hampshire
$287K – – –
WFA
634
Wipfli Financial Advisors
Wisconsin
$287K – – –
USCWA
635
U.S. Capital Wealth Advisors
Texas
$286K -$8.63K -46 -3%
CWA
636
Canvas Wealth Advisors
Kansas
$284K – – –
VFA
637
Valeo Financial Advisors
Indiana
$284K – – –
FC
638
Forte Capital
New York
$283K -$185K -988 -38%
FTS
639
Fifth Third Securities
Ohio
$283K -$38.7K -206 -11%
HGWM
640
Harvest Group Wealth Management
Massachusetts
$283K -$17.3K -92 -6%
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$283K – – –
SWM
642
Salvus Wealth Management
New Jersey
$282K +$307K +1,637 New
LNWTC
643
Laird Norton Wetherby Trust Company
Washington
$281K -$152K -808 -33%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$280K -$375 -2 -0.1%
BOM
645
Bank of Marin
California
$280K – – –
MCM
646
Manchester Capital Management
Vermont
$280K – – –
MHS
647
M Holdings Securities
Oregon
$280K – – –
MAM
648
Meeder Asset Management
Ohio
$278K -$94.6K -504 -24%
YIH
649
Y-Intercept (HK)
Hong Kong
$277K +$302K +1,609 New
MCM
650
Mitchell Capital Management
Kansas
$275K – – –
24 25
26
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