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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
176
Private Ocean
California
$480K +$188 +2 +0%
PWW
177
Pettyjohn Wood & White
Virginia
$469K +$3.29K +35 +0.7%
PPA
178
Parametric Portfolio Associates
Washington
$468K +$471K +5,000 New
BB
179
Bell Bank
North Dakota
$465K – – –
CFA
180
Carroll Financial Associates
North Carolina
$465K – – –
CGL
181
Clarius Group LLC
Washington
$460K +$464K +4,924 New
AF
182
Affiance Financial
Minnesota
$456K -$19.3K -205 -4%
AWMS
183
Advocacy Wealth Management Services
Georgia
$454K +$457K +4,855 New
IFB
184
iAB Financial Bank
Indiana
$453K – – –
DC
185
Davenport & Co
Virginia
$443K +$36.2K +385 +9%
CMO
186
Covenant Multifamily Offices
Texas
$442K +$445K +4,729 New
ICAS
187
Investors Capital Advisory Services
Massachusetts
$432K -$13.5K -143 -3%
ACP
188
Ashfield Capital Partners
California
$411K – – –
SFM
189
Signet Financial Management
New Jersey
$401K +$404K +4,286 New
CFA
190
CT Financial Advisors
Pennsylvania
$396K -$24.5K -260 -6%
OC
191
Oakworth Capital
Alabama
$386K +$389K +4,130 New
PCA
192
Personal Capital Advisors
California
$384K +$58K +616 +18%
HIMC
193
Heritage Investors Management Corp
Maryland
$382K -$28.2K -300 -7%
CHC
194
City Holding Co
West Virginia
$374K – – –
NEAM
195
New England Asset Management
Connecticut
$365K -$499K -5,300 -58%
FWP
196
FAS Wealth Partners
Kansas
$363K -$34.2K -363 -9%
CB
197
Chemical Bank
Michigan
$351K – – –
UBWV
198
United Bank (West Virginia)
West Virginia
$349K – – –
SC
199
SouthState Corp
Florida
$346K – – –
IC
200
Intersect Capital
California
$341K -$4.71K -50 -1%
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