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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
VDBMI
701
Van Den Berg Management I
Texas
$247K -$60.9K -284 -20%
SCP
702
Shorepoint Capital Partners
Massachusetts
$247K -$4.72K -22 -2%
FPIS
703
Financial Planning & Information Services
Wisconsin
$243K – – –
MWA
704
Monograph Wealth Advisors
California
$242K +$234K +1,093 New
ICG
705
InterOcean Capital Group
Tennessee
$242K +$235K +1,095 New
TSWM
706
Triangle Securities Wealth Management
North Carolina
$241K -$17.8K -83 -7%
FNBT
707
FineMark National Bank & Trust
Florida
$241K – – –
WPC
708
Waters Parkerson & Co
Louisiana
$240K – – –
NFG
709
Nations Financial Group
Iowa
$240K +$214 +1 +0.1%
CFD
710
Creative Financial Designs
Indiana
$239K +$232K +1,082 New
W
711
WealthOne
New York
$238K -$2.79K -13 -1%
SYBT
712
Stock Yards Bank & Trust
Kentucky
$238K – – –
PGWM
713
Parisi Gray Wealth Management
New Jersey
$238K +$858 +4 +0.4%
MA
714
Mutual Advisors
Nebraska
$235K -$11.4K -53 -5%
LFS
715
Lutz Financial Services
Nebraska
$235K – – –
GRP
716
Global Retirement Partners
California
$233K +$643 +3 +0.3%
OFG
717
Oxford Financial Group
Indiana
$232K – – –
WCM
718
Wealthcare Capital Management
Virginia
$232K – – –
JCM
719
Jacobi Capital Management
Pennsylvania
$232K +$858 +4 +0.4%
MIM
720
Miller Investment Management
Pennsylvania
$231K +$225K +1,047 New
SJL
721
Shayne & Jacobs LLC
Tennessee
$229K -$222K -1,036 -50%
ES
722
ETF Store
Kansas
$229K +$238K +1,109 New
FFA
723
Fragasso Financial Advisors
Pennsylvania
$228K +$643 +3 +0.3%
SPA
724
Sentinel Pension Advisors
Massachusetts
$228K +$7.72K +36 +4%
ONB
725
Old National Bancorp
Indiana
$223K – – –
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