VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
651
Wintrust Investments
Illinois
$246K +$54.7K +301 +25%
SCM
652
SOL Capital Management
Maryland
$245K – – –
BCM
653
Brookstone Capital Management
Illinois
$243K +$271K +1,489 New
BCI
654
Brinker Capital Investments
Pennsylvania
$241K – – –
BTI
655
Blue Trust Inc
Georgia
$240K -$9.82K -54 -4%
KFGK
656
Keystone Financial Group (Kentucky)
Kentucky
$240K – – –
MPCG
657
Matrix Private Capital Group
New York
$239K – – –
SCM
658
Sterneck Capital Management
Missouri
$233K – – –
WFA
659
Wipfli Financial Advisors
Wisconsin
$231K +$6.54K +36 +3%
TCM
660
Triumph Capital Management
Colorado
$230K -$25.1K -138 -9%
SSWG
661
Seven Springs Wealth Group
Tennessee
$229K – – –
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$228K -$44.5K -245 -15%
FPCG
663
Fort Pitt Capital Group
Pennsylvania
$226K – – –
CRC
664
Curi RMB Capital
Illinois
$224K – – –
TA
665
TruWealth Advisors
Louisiana
$224K +$14.2K +78 +6%
OAM
666
Oak Asset Management
California
$223K -$254K -1,399 -51%
WG
667
Watchman Group
Texas
$223K +$3.45K +19 +1%
MF
668
Meridian Financial
Massachusetts
$222K – – –
CPO
669
Cerity Partners OCIO
New York
$222K +$6.73K +37 +3%
CFD
670
Creative Financial Designs
Indiana
$220K -$8K -44 -3%
MPPLM
671
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$218K – – –
GLA
672
Good Life Advisors
Pennsylvania
$215K -$260K -1,428 -52%
ACM
673
Ategra Capital Management
Virginia
$213K – – –
MAM
674
Marquette Asset Management
Minnesota
$212K – – –
PI
675
Putnam Investments
Massachusetts
$212K +$235K +1,294 New
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