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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
901
Wealthspan Partners
Iowa
$238K – – –
TFS
902
Thoroughbred Financial Services
Tennessee
$237K – – –
BC
903
Burney Company
Virginia
$237K – – –
CFG
904
Cooper Financial Group
California
$236K -$3.3K -13 -1%
BTWM
905
Brass Tax Wealth Management
Ohio
$236K – – –
AUB
906
Atlantic Union Bankshares
Virginia
$235K – – –
MIM
907
Marco Investment Management
Georgia
$234K – – –
WFPG
908
Waller Financial Planning Group
Ohio
$234K – – –
CSC
909
Caldwell Sutter Capital
California
$234K – – –
NB
910
NBT Bank
New York
$233K – – –
AW
911
Avion Wealth
Texas
$233K +$254 +1 +0.1%
FF
912
Francis Financial
$233K – – –
UFAC
913
Urban Financial Advisory Corp
Illinois
$232K +$761 +3 +0.3%
QPWM
914
Quadrant Private Wealth Management
Pennsylvania
$231K +$222K +875 New
Fisher Asset Management
915
Fisher Asset Management
Washington
$231K +$222K +876 New
FAIM
916
Financial Advocates Investment Management
Washington
$230K +$1.78K +7 +0.8%
CF
917
Centaurus Financial
California
$230K -$15.2K -60 -6%
CIA
918
Cladis Investment Advisory
Montana
$228K – – –
JIC
919
Joel Isaacson & Co
New York
$228K +$219K +865 New
SW
920
SkyOak Wealth
Michigan
$227K – – –
PCIA
921
Prime Capital Investment Advisors
Kansas
$227K -$8.37K -33 -4%
PSF
922
Pacific Sun Financial
California
$226K +$2.54K +10 +1%
SB
923
Strategic Blueprint
Georgia
$226K +$12.2K +48 +6%
SWM
924
SilverOak Wealth Management
Minnesota
$224K – – –
SWM
925
Sterling Wealth Management
Illinois
$223K – – –