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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
626
Y-Intercept (HK)
Hong Kong
$266K +$2.73K +15 +0.9%
WCFA
627
Walkner Condon Financial Advisors
Wisconsin
$265K -$21.8K -120 -7%
FFBTD
628
First Financial Bank - Trust Division
Ohio
$265K – – –
FF
629
Financial Futures
New Jersey
$262K -$18.5K -102 -6%
RIS
630
Retirement Income Solutions
Michigan
$262K – – –
PP
631
Pegasus Partners
Wisconsin
$262K +$29.5K +162 +11%
MCM
632
Mitchell Capital Management
Kansas
$261K – – –
MIM
633
Miller Investment Management
Pennsylvania
$261K +$290K +1,596 New
RFC
634
Regions Financial Corp
Alabama
$259K – – –
CWC
635
Carolinas Wealth Consulting
North Carolina
$257K – – –
CGPCS
636
Capital Group Private Client Services
California
$255K -$29.6K -163 -9%
HCMT
637
Highland Capital Management (Tennessee)
Tennessee
$255K – – –
OA
638
Oxbow Advisors
Texas
$255K – – –
MW
639
Marcum Wealth
Ohio
$254K -$311K -1,713 -52%
DWA
640
Douglass Winthrop Advisors
New York
$254K +$283K +1,556 New
CWM
641
Congress Wealth Management
Massachusetts
$253K +$28.2K +155 +11%
CFGS
642
Concourse Financial Group Securities
Alabama
$252K – – –
NIM
643
Northeast Investment Management
Massachusetts
$252K – – –
APW
644
Acima Private Wealth
Virginia
$251K – – –
MIA
645
MainStreet Investment Advisors
Illinois
$251K – – –
VWM
646
Venturi Wealth Management
Texas
$249K -$11.6K -64 -4%
SBL
647
Sargent Bickham Lagudis
Colorado
$248K – – –
FT
648
Fiduciary Trust
Massachusetts
$247K – – –
SG
649
StoneX Group
New York
$247K -$106K -584 -28%
WI
650
Wintrust Investments
Illinois
$246K +$54.7K +301 +25%
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