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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Sterling Wealth Management
Illinois
$262K +$296 +1 +0.1%
AI
1002
Accredited Investors
Minnesota
$262K – – –
CG
1003
CFO4Life Group
Texas
$260K – – –
SWM
1004
SilverOak Wealth Management
Minnesota
$259K – – –
CPA
1005
Compass Planning Associates
Massachusetts
$259K +$888 +3 +0.4%
RIS
1006
Retirement Income Solutions
Michigan
$258K – – –
BWL
1007
Bogart Wealth LLC
Virginia
$258K -$243K -819 -49%
CSC
1008
Caldwell Sutter Capital
California
$257K -$15.7K -53 -6%
BP
1009
BBR Partners
New York
$257K +$247K +834 New
CL
1010
COWA LLC
Oklahoma
$255K – – –
SPW
1011
Sonoma Private Wealth
California
$255K – – –
IAP
1012
Indie Asset Partners
Indiana
$254K +$244K +824 New
SDWMA
1013
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K – – –
RCWM
1014
Royal Capital Wealth Management
Indiana
$253K +$592 +2 +0.2%
CB
1015
CNB Bank
Pennsylvania
$252K – – –
BH
1016
Burk Holdings
Oklahoma
$252K – – –
SP
1017
Successful Portfolios
Florida
$252K +$33.8K +114 +16%
MPI
1018
Mairs & Power Inc
Minnesota
$252K +$222K +751 +92%
VWA
1019
Visionary Wealth Advisors
Illinois
$251K +$1.48K +5 +0.6%
ACP
1020
Aviance Capital Partners
Florida
$251K – – –
SF
1021
Schaeffer Financial
Maryland
$251K +$16.9K +57 +8%
GWP
1022
Gateway Wealth Partners
Wisconsin
$250K +$15.7K +53 +7%
VP
1023
Verum Partners
North Carolina
$248K -$25.2K -85 -10%
MA
1024
MBA Advisors
Pennsylvania
$248K – – –
GAG
1025
Goodman Advisory Group
Massachusetts
$247K – – –
39 40
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