VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
776
Mill Creek Capital Advisors
Pennsylvania
$327K – – –
OAM
777
Oak Asset Management
California
$326K – – –
MF
778
Meridian Financial
Massachusetts
$326K – – –
CW
779
CreativeOne Wealth
Kansas
$326K +$311K +1,360 New
FC
780
Forte Capital
New York
$322K -$68.6K -300 -18%
CG
781
Cynosure Group
Utah
$321K – – –
CFG
782
Cooper Financial Group
California
$318K -$148K -648 -33%
CPP
783
Capasso Planning Partners
South Carolina
$316K +$301K +1,317 New
CCA
784
Cobblestone Capital Advisors
New York
$313K -$35.9K -157 -11%
CWM
785
Connecticut Wealth Management
Connecticut
$312K -$9.38K -41 -3%
RA
786
RFG Advisory
Alabama
$312K +$20.6K +90 +7%
WPC
787
Waters Parkerson & Co
Louisiana
$310K – – –
FT
788
Fiduciary Trust
Massachusetts
$309K -$14.9K -65 -5%
BWM
789
BKM Wealth Management
Wisconsin
$308K -$314K -1,372 -52%
RA
790
Riversedge Advisors
Delaware
$308K +$3.66K +16 +1%
ITIM
791
Indiana Trust & Investment Management
Indiana
$306K – – –
CM
792
Cornerstone Management
Georgia
$306K -$1.83K -8 -0.6%
HBW
793
Hazlett, Burt & Watson
West Virginia
$303K -$1.37K -6 -0.5%
QCG
794
Quadrant Capital Group
Ohio
$302K +$110K +482 +62%
LT
795
Legacy Trust
Michigan
$301K -$8.01K -35 -3%
MIA
796
MainStreet Investment Advisors
Illinois
$301K – – –
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$301K – – –
CAM
798
Carret Asset Management
New York
$301K – – –
ACM
799
Ategra Capital Management
Virginia
$300K – – –
SCP
800
Shorepoint Capital Partners
Massachusetts
$300K +$9.84K +43 +4%
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