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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
976
FNY Investment Advisers
New York
$277K +$266K +900 New
SGI
977
Summit Global Investments
Utah
$276K -$4.74K -16 -2%
LI
978
LRI Investments
Florida
$276K – – –
MPPLM
979
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$276K – – –
BFP
980
Briaud Financial Planning
Texas
$275K – – –
UFAC
981
Urban Financial Advisory Corp
Illinois
$275K +$888 +3 +0.3%
MIM
982
Marco Investment Management
Georgia
$274K – – –
2L
983
25 LLC
Missouri
$273K +$263K +887 New
FF
984
Francis Financial
$272K – – –
WF
985
Welch & Forbes
Massachusetts
$272K – – –
BA
986
Bellwether Advisors
Nebraska
$269K -$55.1K -186 -18%
SJL
987
Shayne & Jacobs LLC
Tennessee
$269K – – –
SAW
988
Signal Advisors Wealth
Michigan
$269K +$258K +873 New
FSBI
989
Fearless Solutions (Best Invest)
Texas
$268K -$1.48K -5 -0.6%
UAG
990
United Advisor Group
Ohio
$268K -$20.4K -69 -7%
HWA
991
Hilltop Wealth Advisors
North Carolina
$268K – – –
FWI
992
Facet Wealth Inc
Maryland
$268K +$257K +869 New
CIA
993
Cladis Investment Advisory
Montana
$266K – – –
GWM
994
Gitterman Wealth Management
New Jersey
$266K – – –
CFG
995
Cooper Financial Group
California
$266K +$888 +3 +0.3%
RWM
996
Revisor Wealth Management
Ohio
$265K – – –
HP
997
Haven Private
Florida
$264K -$888 -3 -0.3%
BFS
998
Bradley Foster & Sargent
Connecticut
$264K – – –
RF
999
Roxbury Financial
New Jersey
$263K -$296 -1 -0.1%
AW
1000
Avion Wealth
Texas
$262K +$296 +1 +0.1%
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