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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
976
Waller Financial Planning Group
Ohio
$259K +$4.74K +18 +2%
CWA
977
Consilio Wealth Advisors
Washington
$258K -$31.1K -118 -12%
WP
978
Wealthspan Partners
Iowa
$258K – – –
TCM
979
Tradewinds Capital Management
Washington
$257K – – –
Burney Company
980
Burney Company
Virginia
$257K – – –
BTWM
981
Brass Tax Wealth Management
Ohio
$256K – – –
LI
982
LRI Investments
Florida
$256K – – –
MPPLM
983
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$255K – – –
BFP
984
Briaud Financial Planning
Texas
$255K – – –
IWB
985
Innovative Wealth Building
Maryland
$254K +$234K +890 New
VP
986
Verum Partners
North Carolina
$254K – – –
UFAC
987
Urban Financial Advisory Corp
Illinois
$254K – – –
MIM
988
Marco Investment Management
Georgia
$254K – – –
CSC
989
Caldwell Sutter Capital
California
$253K – – –
FF
990
Francis Financial
$252K – – –
Welch & Forbes
991
Welch & Forbes
Massachusetts
$252K – – –
PIA
992
Perennial Investment Advisors
California
$250K -$5.8K -22 -2%
FSBI
993
Fearless Solutions (Best Invest)
Texas
$250K – – –
SJL
994
Shayne & Jacobs LLC
Tennessee
$249K -$42.2K -160 -15%
HWA
995
Hilltop Wealth Advisors
North Carolina
$248K – – –
CIA
996
Cladis Investment Advisory
Montana
$247K – – –
GWM
997
Gitterman Wealth Management
New Jersey
$247K +$228K +865 New
RWM
998
Revisor Wealth Management
Ohio
$246K – – –
HP
999
Haven Private
Florida
$246K -$129K -491 -36%
CFG
1000
Cooper Financial Group
California
$245K -$2.63K -10 -1%