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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1001
Roxbury Financial
New Jersey
$263K -$296 -1 -0.1%
AW
1002
Avion Wealth
Texas
$262K +$296 +1 +0.1%
SWM
1003
Sterling Wealth Management
Illinois
$262K +$296 +1 +0.1%
Accredited Investors
1004
Accredited Investors
Minnesota
$262K – – –
CG
1005
CFO4Life Group
Texas
$260K – – –
SWM
1006
SilverOak Wealth Management
Minnesota
$259K – – –
CPA
1007
Compass Planning Associates
Massachusetts
$259K +$888 +3 +0.4%
RIS
1008
Retirement Income Solutions
Michigan
$258K – – –
Bogart Wealth LLC
1009
Bogart Wealth LLC
Virginia
$258K -$243K -819 -49%
CSC
1010
Caldwell Sutter Capital
California
$257K -$15.7K -53 -6%
BP
1011
BBR Partners
New York
$257K +$247K +834 New
CL
1012
COWA LLC
Oklahoma
$255K – – –
SPW
1013
Sonoma Private Wealth
California
$255K – – –
IAP
1014
Indie Asset Partners
Indiana
$254K +$244K +824 New
SDWMA
1015
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K – – –
RCWM
1016
Royal Capital Wealth Management
Indiana
$253K +$592 +2 +0.2%
CB
1017
CNB Bank
Pennsylvania
$252K – – –
BH
1018
Burk Holdings
Oklahoma
$252K – – –
SP
1019
Successful Portfolios
Florida
$252K +$33.8K +114 +16%
Mairs & Power Inc
1020
Mairs & Power Inc
Minnesota
$252K +$222K +751 +92%
VWA
1021
Visionary Wealth Advisors
Illinois
$251K +$1.48K +5 +0.6%
ACP
1022
Aviance Capital Partners
Florida
$251K – – –
SF
1023
Schaeffer Financial
Maryland
$251K +$16.9K +57 +8%
GWP
1024
Gateway Wealth Partners
Wisconsin
$250K +$15.7K +53 +7%
VP
1025
Verum Partners
North Carolina
$248K -$25.2K -85 -10%