VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
726
Old National Bancorp
Indiana
$223K – – –
PG
727
Patten Group
Tennessee
$223K – – –
CNFG
728
Creegan & Nassoura Financial Group
New Hampshire
$221K – – –
UWPG
729
Ullmann Wealth Partners Group
Florida
$221K – – –
FFA
730
Founders Financial Alliance
North Carolina
$220K +$429 +2 +0.2%
FC
731
Fulcrum Capital
Washington
$218K +$212K +987 New
JAFL
732
Jay A. Fishman Ltd
Michigan
$214K +$207K +966 New
KAM
733
KEB Asset Management
Illinois
$213K +$207K +964 New
BPA
734
Beacon Pointe Advisors
California
$212K -$77K -359 -27%
BFIM
735
Beese Fulmer Investment Management
Ohio
$212K +$205K +957 New
NEPWA
736
New England Private Wealth Advisors
Massachusetts
$212K +$206K +961 New
NB
737
NBT Bank
New York
$211K -$10.7K -50 -5%
CCMG
738
Clark Capital Management Group
Pennsylvania
$211K +$205K +955 New
CA
739
CGN Advisors
Kansas
$211K +$205K +956 New
CPA
740
Clear Perspective Advisors
Illinois
$210K +$204K +950 New
BIAS
741
Beacon Investment Advisory Services
New Jersey
$210K +$204K +951 New
SF
742
Synovus Financial
Georgia
$210K +$204K +951 New
BMD
743
Better Money Decisions
New Mexico
$208K +$643 +3 +0.3%
PCA
744
Private Capital Advisors
Connecticut
$208K +$202K +940 New
AUB
745
Atlantic Union Bankshares
Virginia
$208K +$202K +942 New
MPCL
746
My Personal CFO LLC
Washington
$206K +$200K +931 New
TWM
747
Thrive Wealth Management
Pennsylvania
$205K +$199K +928 New
GIA
748
GHP Investment Advisors
Colorado
$204K -$25.5K -119 -11%
TSW
749
Thompson Siegel & Walmsley
Virginia
$204K – – –
PFPT
750
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$198K +923 New
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30
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