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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1001
Roxbury Financial
New Jersey
$244K -$263 -1 -0.1%
AI
1002
Accredited Investors
Minnesota
$243K -$3.95K -15 -2%
SWM
1003
Sterling Wealth Management
Illinois
$242K +$224K +849 New
AW
1004
Avion Wealth
Texas
$242K
CG
1005
CFO4Life Group
Texas
$241K
HR
1006
Howe & Rusling
New York
$241K +$141K +537 +175%
SWM
1007
SilverOak Wealth Management
Minnesota
$240K
CPA
1008
Compass Planning Associates
Massachusetts
$239K
RIS
1009
Retirement Income Solutions
Michigan
$239K
GWM
1010
Geneos Wealth Management
Colorado
$239K +$19.5K +74 +10%
CL
1011
COWA LLC
Oklahoma
$237K
SPW
1012
Sonoma Private Wealth
California
$236K
WRPWM
1013
Werba Rubin Papier Wealth Management
California
$235K +$217K +825 New
SDWMA
1014
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K
CB
1015
CNB Bank
Pennsylvania
$234K
RCWM
1016
Royal Capital Wealth Management
Indiana
$233K
BH
1017
Burk Holdings
Oklahoma
$233K -$39K -148 -15%
MPI
1018
Mairs & Power Inc
Minnesota
$233K -$1.05K -4 -0.5%
ACP
1019
Aviance Capital Partners
Florida
$232K
VWA
1020
Visionary Wealth Advisors
Illinois
$231K +$4.74K +18 +2%
CWA
1021
Clarity Wealth Advisors
California
$231K
MA
1022
MBA Advisors
Pennsylvania
$229K -$515K -1,954 -71%
GAG
1023
Goodman Advisory Group
Massachusetts
$229K
HPM
1024
Hoxton Planning & Management
West Virginia
$229K +$212K +803 New
MFF
1025
Michels Family Financial
Texas
$228K