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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
176
Ashfield Capital Partners
California
$446K – – –
CFA
177
Carroll Financial Associates
North Carolina
$431K – – –
NES
178
New England Securities
New York
$417K +$7.29K +79 +2%
DC
179
Davenport & Co
Virginia
$411K – – –
MFS
180
MSI Financial Services
Massachusetts
$389K +$169K +1,827 +80%
PJSIMP
181
P.J. Schmidt Investment Management (PJS)
Wisconsin
$378K +$369K +4,000 New
CHC
182
City Holding Co
West Virginia
$377K – – –
CC
183
Courier Capital
New York
$373K – – –
FWP
184
FAS Wealth Partners
Kansas
$368K -$79.3K -859 -18%
UBWV
185
United Bank (West Virginia)
West Virginia
$362K – – –
AF
186
Affiance Financial
Minnesota
$350K +$342K +3,705 New
MCM
187
Maryland Capital Management
Maryland
$345K – – –
FMWA
188
Forvis Mazars Wealth Advisors
Missouri
$332K +$324K +3,515 New
SC
189
SouthState Corp
Florida
$326K – – –
BF
190
BOK Financial
Oklahoma
$324K -$9.32K -101 -3%
IC
191
Intersect Capital
California
$323K +$316K +3,420 New
MAM
192
Marquette Asset Management
Minnesota
$315K -$12.7K -138 -4%
SA
193
Strategic Advisors
New York
$311K – – –
BWP
194
BSW Wealth Partners
Colorado
$307K – – –
ABC
195
Associated Banc-Corp
Wisconsin
$306K -$11.3K -122 -4%
MHS
196
M Holdings Securities
Oregon
$295K -$281K -3,050 -49%
CCM
197
Coe Capital Management
Illinois
$288K -$13.9K -151 -5%
IAS
198
INR Advisory Services
Pennsylvania
$278K -$96.3K -1,044 -26%
AI
199
Accredited Investors
Minnesota
$275K – – –
IFB
200
iAB Financial Bank
Indiana
$271K +$265K +2,875 New
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