VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
951
Clarity Financial
Texas
$251K +$23K +85 +10%
DFG
952
Dynamic Financial Group
Iowa
$251K +$252K +929 New
QPWM
953
Quadrant Private Wealth Management
Pennsylvania
$250K +$14.4K +53 +6%
UFA
954
US Financial Advisors
Massachusetts
$250K +$41.5K +153 +20%
CF
955
Centaurus Financial
California
$249K +$13.5K +50 +6%
HWA
956
Hilltop Wealth Advisors
North Carolina
$248K – – –
NAS
957
NWF Advisory Services
California
$244K +$245K +906 New
SOS
958
Silver Oak Securities
Tennessee
$244K -$87K -321 -26%
WP
959
Wealthspan Partners
Iowa
$244K – – –
TFS
960
Thoroughbred Financial Services
Tennessee
$243K – – –
TCM
961
Tradewinds Capital Management
Washington
$243K +$244K +901 New
BC
962
Burney Company
Virginia
$243K – – –
BTWM
963
Brass Tax Wealth Management
Ohio
$242K – – –
LI
964
LRI Investments
Florida
$242K – – –
CFG
965
Cooper Financial Group
California
$242K -$271 -1 -0.1%
MPPLM
966
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K -$11.7K -43 -5%
AUB
967
Atlantic Union Bankshares
Virginia
$241K – – –
WFPG
968
Waller Financial Planning Group
Ohio
$240K +$542 +2 +0.2%
FSBI
969
Fearless Solutions (Best Invest)
Texas
$240K +$241K +889 New
GLA
970
Great Lakes Advisors
Illinois
$240K -$35.2K -130 -13%
MIM
971
Marco Investment Management
Georgia
$240K – – –
CSC
972
Caldwell Sutter Capital
California
$239K – – –
UFAC
973
Urban Financial Advisory Corp
Illinois
$239K +$1.35K +5 +0.6%
VWA
974
Visionary Wealth Advisors
Illinois
$239K +$24.1K +89 +11%
NB
975
NBT Bank
New York
$239K – – –
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39
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