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Vanguard Morningstar Large-Cap ETF

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