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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
976
Wealthspan Partners
Iowa
$258K
TCM
977
Tradewinds Capital Management
Washington
$257K
BC
978
Burney Company
Virginia
$257K
BTWM
979
Brass Tax Wealth Management
Ohio
$256K
LI
980
LRI Investments
Florida
$256K
MPPLM
981
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$255K
BFP
982
Briaud Financial Planning
Texas
$255K
IWB
983
Innovative Wealth Building
Maryland
$254K +$234K +890 New
VP
984
Verum Partners
North Carolina
$254K
UFAC
985
Urban Financial Advisory Corp
Illinois
$254K
MIM
986
Marco Investment Management
Georgia
$254K
CSC
987
Caldwell Sutter Capital
California
$253K
FF
988
Francis Financial
$252K
WF
989
Welch & Forbes
Massachusetts
$252K
PIA
990
Perennial Investment Advisors
California
$250K -$5.8K -22 -2%
FSBI
991
Fearless Solutions (Best Invest)
Texas
$250K
SJL
992
Shayne & Jacobs LLC
Tennessee
$249K -$42.2K -160 -15%
HWA
993
Hilltop Wealth Advisors
North Carolina
$248K
CIA
994
Cladis Investment Advisory
Montana
$247K
GWM
995
Gitterman Wealth Management
New Jersey
$247K +$228K +865 New
RWM
996
Revisor Wealth Management
Ohio
$246K
HP
997
Haven Private
Florida
$246K -$129K -491 -36%
CFG
998
Cooper Financial Group
California
$245K -$2.63K -10 -1%
PSF
999
Pacific Sun Financial
California
$245K
BFS
1000
Bradley Foster & Sargent
Connecticut
$245K