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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
651
Unionview LLC
Washington
$274K +$299K +1,592 New
RFC
652
Regions Financial Corp
Alabama
$273K -$29.8K -159 -9%
VWM
653
Venturi Wealth Management
Texas
$273K -$2.06K -11 -0.7%
RIS
654
Retirement Income Solutions
Michigan
$272K +$296K +1,578 New
CWC
655
Carolinas Wealth Consulting
North Carolina
$271K – – –
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$269K – – –
OA
657
Oxbow Advisors
Texas
$269K – – –
LPT
658
Legacy Private Trust
Wisconsin
$269K +$293K +1,560 New
TCM
659
Triumph Capital Management
Colorado
$266K -$1.15M -6,102 -80%
CFGS
660
Concourse Financial Group Securities
Alabama
$265K -$164K -875 -36%
NIM
661
Northeast Investment Management
Massachusetts
$265K -$30K -160 -9%
MIA
662
MainStreet Investment Advisors
Illinois
$265K – – –
APW
663
Acima Private Wealth
Virginia
$265K – – –
DPI
664
Diversified Portfolios Inc
Michigan
$262K +$285K +1,521 New
SBL
665
Sargent Bickham Lagudis
Colorado
$261K – – –
FT
666
Fiduciary Trust
Massachusetts
$260K – – –
SCM
667
SOL Capital Management
Maryland
$259K – – –
CA
668
CGN Advisors
Kansas
$259K +$99.7K +531 +55%
SF
669
Synovus Financial
Georgia
$257K +$82.4K +439 +42%
BCI
670
Brinker Capital Investments
Pennsylvania
$254K -$77.7K -414 -22%
RIA
671
Regal Investment Advisors
Michigan
$254K +$188 +1 +0.1%
KFGK
672
Keystone Financial Group (Kentucky)
Kentucky
$253K – – –
MPCG
673
Matrix Private Capital Group
New York
$252K – – –
PP
674
Pegasus Partners
Wisconsin
$249K – – –
SCM
675
Sterneck Capital Management
Missouri
$245K – – –
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