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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
651
HighMark Wealth Management
Minnesota
$290K – – –
COCM
652
Charter Oak Capital Management
New Hampshire
$290K – – –
WFC
653
Western Financial Corp
California
$289K +$291K +1,658 New
BA
654
Bellwether Advisors
Nebraska
$287K -$9.82K -56 -3%
CWA
655
Canvas Wealth Advisors
Kansas
$286K – – –
FC
656
Forte Capital
New York
$286K – – –
LNWTC
657
Laird Norton Wetherby Trust Company
Washington
$285K – – –
BOM
658
Bank of Marin
California
$283K – – –
FFBTD
659
First Financial Bank - Trust Division
Ohio
$283K – – –
MCM
660
Manchester Capital Management
Vermont
$283K – – –
WCFA
661
Walkner Condon Financial Advisors
Wisconsin
$281K -$1.75K -10 -0.6%
OWP
662
Obermeyer Wealth Partners
Colorado
$281K +$60.4K +344 +27%
RFN
663
RDA Financial Network
Iowa
$279K -$14K -80 -5%
PP
664
Pegasus Partners
Wisconsin
$279K – – –
FG
665
Fiduciary Group
Georgia
$279K – – –
FF
666
Financial Futures
New Jersey
$278K -$1.05K -6 -0.4%
MIM
667
Miller Investment Management
Pennsylvania
$278K – – –
MCM
668
Mitchell Capital Management
Kansas
$278K – – –
LT
669
Legacy Trust
Michigan
$276K +$278K +1,585 New
WCWM
670
Willow Creek Wealth Management
California
$276K -$21.9K -125 -7%
CWC
671
Carolinas Wealth Consulting
North Carolina
$274K – – –
CGPCS
672
Capital Group Private Client Services
California
$273K +$1.23K +7 +0.4%
OA
673
Oxbow Advisors
Texas
$272K – – –
HCMT
674
Highland Capital Management (Tennessee)
Tennessee
$272K – – –
MW
675
Marcum Wealth
Ohio
$271K +$526 +3 +0.2%
25 26
27
28 29