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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
Capital Advantage
California
$305K – – –
DWA
977
Delap Wealth Advisory
Oregon
$305K -$9.39K -30 -3%
PWS
978
Physician Wealth Solutions
Nevada
$303K – – –
FL
979
FreeGulliver LLC
Louisiana
$303K – – –
FSWA
980
Financial Synergies Wealth Advisors
Texas
$303K -$1.88K -6 -0.6%
IA
981
Integrity Alliance
Iowa
$302K -$7.3M -23,346 -96%
Great Lakes Advisors
982
Great Lakes Advisors
Illinois
$302K -$19.7K -63 -6%
LCM
983
Lazari Capital Management
California
$301K +$939 +3 +0.3%
SWRP
984
Summit Wealth & Retirement Planning
California
$301K – – –
FFA
985
Florida Financial Advisors
Florida
$300K – – –
Atria Investments
986
Atria Investments
North Carolina
$300K -$196K -625 -38%
EFG
987
Elevated Financial Group
Indiana
$300K +$48.5K +155 +18%
CWM
988
CMH Wealth Management
New Hampshire
$299K +$313K +1,000 New
RP
989
Riverwater Partners
Wisconsin
$298K -$3.75K -12 -1%
TAM
990
TCP Asset Management
Ohio
$294K – – –
GAMMA Investing
991
GAMMA Investing
California
$294K -$1.56K -5 -0.5%
LIA
992
Lynx Investment Advisory
District of Columbia
$293K – – –
IWN
993
Independent Wealth Network
Iowa
$291K +$305K +975 New
SBI Securities
994
SBI Securities
Japan
$289K +$313 +1 +0.1%
ADL
995
Asset Dedication LLC
California
$289K -$17.8K -57 -6%
KAM
996
KEB Asset Management
Illinois
$288K – – –
GRWP
997
Green Ridge Wealth Planning
New Jersey
$287K – – –
HGWM
998
Horst & Graben Wealth Management
Oregon
$286K -$36.3K -116 -12%
HFS
999
Hopwood Financial Services
Virginia
$285K – – –
NSG
1000
Nalls Sherbakoff Group
Tennessee
$285K – – –