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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
951
Quadrant Private Wealth Management
Pennsylvania
$250K +$14.4K +53 +6%
UFA
952
US Financial Advisors
Massachusetts
$250K +$41.5K +153 +20%
CF
953
Centaurus Financial
California
$249K +$13.5K +50 +6%
HWA
954
Hilltop Wealth Advisors
North Carolina
$248K – – –
NAS
955
NWF Advisory Services
California
$244K +$245K +906 New
SOS
956
Silver Oak Securities
Tennessee
$244K -$87K -321 -26%
WP
957
Wealthspan Partners
Iowa
$244K – – –
TFS
958
Thoroughbred Financial Services
Tennessee
$243K – – –
TCM
959
Tradewinds Capital Management
Washington
$243K +$244K +901 New
BC
960
Burney Company
Virginia
$243K – – –
BTWM
961
Brass Tax Wealth Management
Ohio
$242K – – –
LI
962
LRI Investments
Florida
$242K – – –
CFG
963
Cooper Financial Group
California
$242K -$271 -1 -0.1%
MPPLM
964
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K -$11.7K -43 -5%
AUB
965
Atlantic Union Bankshares
Virginia
$241K – – –
WFPG
966
Waller Financial Planning Group
Ohio
$240K +$542 +2 +0.2%
FSBI
967
Fearless Solutions (Best Invest)
Texas
$240K +$241K +889 New
GLA
968
Great Lakes Advisors
Illinois
$240K -$35.2K -130 -13%
MIM
969
Marco Investment Management
Georgia
$240K – – –
CSC
970
Caldwell Sutter Capital
California
$239K – – –
UFAC
971
Urban Financial Advisory Corp
Illinois
$239K +$1.35K +5 +0.6%
VWA
972
Visionary Wealth Advisors
Illinois
$239K +$24.1K +89 +11%
NB
973
NBT Bank
New York
$239K – – –
CWM
974
Congress Wealth Management
Massachusetts
$239K -$21.1K -78 -8%
FF
975
Francis Financial
$238K – – –
37 38
39
40 41