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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
726
Forte Capital
New York
$358K – – –
PP
727
Prosperity Planning
Missouri
$357K -$13.1K -64 -4%
IPW
728
IronBridge Private Wealth
Texas
$357K +$334K +1,635 New
WS
729
Wedbush Securities
California
$356K – – –
BOM
730
Bank of Marin
California
$355K – – –
MCM
731
Manchester Capital Management
Vermont
$354K – – –
ABC
732
Associated Banc-Corp
Wisconsin
$353K -$11.2K -55 -3%
FFBTD
733
First Financial Bank - Trust Division
Ohio
$352K – – –
CMBA
734
C.M. Bidwell & Associates
Hawaii
$351K – – –
PP
735
Pegasus Partners
Wisconsin
$350K – – –
FPFS
736
First Personal Financial Services
North Carolina
$349K – – –
FG
737
Fiduciary Group
Georgia
$349K – – –
FHC
738
First Heartland Consultants
Missouri
$348K -$24.3K -119 -7%
MCM
739
Mitchell Capital Management
Kansas
$348K – – –
CGPCS
740
Capital Group Private Client Services
California
$347K +$1.43K +7 +0.4%
AFS
741
Axiom Financial Strategies
Indiana
$347K – – –
AA
742
ACT Advisors
North Carolina
$347K +$409 +2 +0.1%
OHIS
743
Oak Harvest Investment Services
Texas
$347K +$1.23K +6 +0.4%
CWA
744
Consilio Wealth Advisors
Washington
$345K -$9.4K -46 -3%
RFC
745
Regions Financial Corp
Alabama
$345K -$613 -3 -0.2%
CWM
746
Calamos Wealth Management
Illinois
$344K – – –
CAC
747
Certified Advisory Corp
Florida
$341K -$13.7K -67 -4%
OA
748
Oxbow Advisors
Texas
$341K – – –
HCMT
749
Highland Capital Management (Tennessee)
Tennessee
$340K – – –
DAC
750
Dividend Assets Capital
South Carolina
$340K -$204 -1 -0.1%
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30
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