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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
876
Marco Investment Management
Georgia
$222K
WFPG
877
Waller Financial Planning Group
Ohio
$222K
CSC
878
Caldwell Sutter Capital
California
$221K
AW
879
Avion Wealth
Texas
$221K -$6K -25 -3%
NB
880
NBT Bank
New York
$221K
FF
881
Francis Financial
$221K
UFAC
882
Urban Financial Advisory Corp
Illinois
$219K
FAIM
883
Financial Advocates Investment Management
Washington
$216K -$1.9M -7,908 -90%
AC
884
Apella Capital
Connecticut
$216K
CIA
885
Cladis Investment Advisory
Montana
$216K
SW
886
SkyOak Wealth
Michigan
$216K
Russell Investments Group
887
Russell Investments Group
United Kingdom
$216K +$208K +864 New
PHWM
888
Pine Harbor Wealth Management
Maryland
$213K
SWM
889
SilverOak Wealth Management
Minnesota
$212K -$31.2K -130 -13%
PSF
890
Pacific Sun Financial
California
$212K
SWM
891
Sterling Wealth Management
Illinois
$212K
CG
892
CFO4Life Group
Texas
$211K -$10.6K -44 -5%
CF
893
Clarity Financial
Texas
$211K
AWM
894
AAF Wealth Management
Massachusetts
$210K -$2.88K -12 -1%
RIS
895
Retirement Income Solutions
Michigan
$209K -$590K -2,457 -75%
SWA
896
Strategies Wealth Advisors
Michigan
$208K
HA
897
Herold Advisors
New York
$208K +$201K +835 New
CL
898
COWA LLC
Oklahoma
$207K +$199K +829 New
SDWMA
899
Schneider Downs Wealth Management Advisors
Pennsylvania
$207K +$199K +829 New
MPI
900
Mairs & Power Inc
Minnesota
$206K +$199K +827 New