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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
851
Next Level Private
New York
$228K – – –
IFA
852
Interactive Financial Advisors
Illinois
$226K -$2.42M -11,851 -86%
MPPLM
853
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$226K -$19.2K -94 -8%
I
854
INVST
Indiana
$226K +$203K +995 New
SJL
855
Shayne & Jacobs LLC
Tennessee
$226K – – –
TF
856
Theory Financial
Colorado
$225K -$184K -902 -47%
SFG
857
Synergy Financial Group
California
$225K +$211K +1,031 New
WAM
858
WNY Asset Management
New York
$223K +$208K +1,020 New
PWS
859
Physician Wealth Solutions
Nevada
$221K +$207K +1,015 New
SCP
860
Stevens Capital Partners
Nebraska
$220K +$206K +1,009 New
TWM
861
Thrive Wealth Management
Pennsylvania
$220K +$206K +1,006 New
RFN
862
RDA Financial Network
Iowa
$219K -$5.11K -25 -2%
SWRP
863
Summit Wealth & Retirement Planning
California
$219K +$206K +1,006 New
SMA
864
Sage Mountain Advisors
Georgia
$219K – – –
AC
865
Avestar Capital
New York
$218K +$204K +1,000 New
CNFG
866
Creegan & Nassoura Financial Group
New Hampshire
$218K +$204K +1,000 New
FL
867
FreeGulliver LLC
Louisiana
$218K +$204K +1,000 New
SCM
868
SOL Capital Management
Maryland
$218K +$204K +1,000 New
MIM
869
Miller Investment Management
Pennsylvania
$216K -$31.5K -154 -13%
VP
870
Verum Partners
North Carolina
$215K -$89.7K -439 -31%
TAM
871
TCP Asset Management
Ohio
$215K +$201K +984 New
SWM
872
SilverOak Wealth Management
Minnesota
$214K +$201K +981 New
SC
873
Scotia Capital
Ontario, Canada
$214K -$233K -1,139 -54%
BMD
874
Better Money Decisions
New Mexico
$213K +$200K +976 New
SIC
875
Salem Investment Counselors
North Carolina
$212K – – –