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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
876
Atlantic Union Bankshares
Virginia
$223K – – –
MIM
877
Marco Investment Management
Georgia
$222K – – –
WFPG
878
Waller Financial Planning Group
Ohio
$222K – – –
CSC
879
Caldwell Sutter Capital
California
$221K – – –
AW
880
Avion Wealth
Texas
$221K -$6K -25 -3%
NB
881
NBT Bank
New York
$221K – – –
FF
882
Francis Financial
$221K – – –
UFAC
883
Urban Financial Advisory Corp
Illinois
$219K – – –
FAIM
884
Financial Advocates Investment Management
Washington
$216K -$1.9M -7,908 -90%
AC
885
Apella Capital
Connecticut
$216K – – –
CIA
886
Cladis Investment Advisory
Montana
$216K – – –
SW
887
SkyOak Wealth
Michigan
$216K – – –
Russell Investments Group
888
Russell Investments Group
United Kingdom
$216K +$208K +864 New
PHWM
889
Pine Harbor Wealth Management
Maryland
$213K – – –
SWM
890
SilverOak Wealth Management
Minnesota
$212K -$31.2K -130 -13%
PSF
891
Pacific Sun Financial
California
$212K – – –
SWM
892
Sterling Wealth Management
Illinois
$212K – – –
CG
893
CFO4Life Group
Texas
$211K -$10.6K -44 -5%
CF
894
Clarity Financial
Texas
$211K – – –
AWM
895
AAF Wealth Management
Massachusetts
$210K -$2.88K -12 -1%
RIS
896
Retirement Income Solutions
Michigan
$209K -$590K -2,457 -75%
SWA
897
Strategies Wealth Advisors
Michigan
$208K – – –
HA
898
Herold Advisors
New York
$208K +$201K +835 New
CL
899
COWA LLC
Oklahoma
$207K +$199K +829 New
SDWMA
900
Schneider Downs Wealth Management Advisors
Pennsylvania
$207K +$199K +829 New