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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
826
Bouchey Financial Group
New York
$248K – – –
MGW
827
MB Generational Wealth
Washington
$247K +$232K +1,134 New
VBFP
828
Valtinson Bruner Financial Planning
Minnesota
$243K – – –
PC
829
Port Capital
Illinois
$240K +$224K +1,098 New
AFG
830
Altiora Financial Group
Ohio
$240K – – –
FPIS
831
Financial Planning & Information Services
Wisconsin
$240K – – –
SIA
832
Schechter Investment Advisors
Michigan
$239K -$21.1K -103 -9%
CoreCap Advisors
833
CoreCap Advisors
Michigan
$239K +$4.5K +22 +2%
WCM
834
Wealthcare Capital Management
Virginia
$239K +$9.2K +45 +4%
BA
835
Bellwether Advisors
Nebraska
$239K -$31.9K -156 -12%
MWA
836
Monograph Wealth Advisors
California
$238K – – –
NEPWA
837
New England Private Wealth Advisors
Massachusetts
$238K +$409 +2 +0.2%
Stock Yards Bank & Trust
838
Stock Yards Bank & Trust
Kentucky
$236K – – –
Heritage Investors Management Corp
839
Heritage Investors Management Corp
Maryland
$235K +$204 +1 +0.1%
UA
840
Unison Advisors
District of Columbia
$235K +$1.02K +5 +0.5%
SWIG
841
Strategic Wealth Investment Group
Kentucky
$235K +$10.2K +50 +5%
TSWM
842
Triangle Securities Wealth Management
North Carolina
$234K – – –
Atalanta Sosnoff Capital
843
Atalanta Sosnoff Capital
New York
$234K -$41.9K -205 -16%
Koshinski Asset Management
844
Koshinski Asset Management
Illinois
$233K +$219K +1,070 New
FF
845
Francis Financial
$233K – – –
ADL
846
Asset Dedication LLC
California
$231K – – –
Concurrent Investment Advisors
847
Concurrent Investment Advisors
Florida
$229K +$215K +1,051 New
HCM
848
Howland Capital Management
Massachusetts
$229K – – –
LEA
849
Legacy Edge Advisors
New York
$228K +$214K +1,047 New
Pine Valley Investments
850
Pine Valley Investments
New Jersey
$228K +$204 +1 +0.1%