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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRWP
1001
Green Ridge Wealth Planning
New Jersey
$302K +$300K +960 New
VA
1002
Valmark Advisers
Ohio
$301K – – –
HFS
1003
Hopwood Financial Services
Virginia
$301K – – –
NSG
1004
Nalls Sherbakoff Group
Tennessee
$300K – – –
AA
1005
ArborFi Advisors
Michigan
$300K – – –
SWA
1006
Strategies Wealth Advisors
Michigan
$299K +$312 +1 +0.1%
MAG
1007
M3 Advisory Group
Massachusetts
$296K +$1.56K +5 +0.5%
AIA
1008
Arbor Investment Advisors
North Carolina
$296K – – –
DFG
1009
Dynamic Financial Group
Iowa
$295K +$1.25K +4 +0.4%
MAS
1010
MPWM Advisory Solutions
Georgia
$295K – – –
TCM
1011
Tradewinds Capital Management
Washington
$294K – – –
VBFP
1012
Valtinson Bruner Financial Planning
Minnesota
$292K – – –
WP
1013
Wealthspan Partners
Iowa
$288K +$4.06K +13 +1%
CAG
1014
Csenge Advisory Group
Florida
$288K +$52.5K +168 +23%
MSG
1015
Main Street Group
Virginia
$287K -$50.9K -163 -15%
IC
1016
Inscription Capital
Texas
$287K +$284K +911 New
TA
1017
TFB Advisors
Kansas
$287K -$8.12K -26 -3%
GAA
1018
Global Assets Advisory
Florida
$286K – – –
CWA
1019
Consilio Wealth Advisors
Washington
$286K – – –
PA
1020
PFG Advisors
Arizona
$286K -$3.75K -12 -1%
TBWA
1021
Three Bridge Wealth Advisors
California
$286K +$283K +907 New
KFA
1022
Kapstone Financial Advisors
Ohio
$285K +$282K +904 New
DWA
1023
Davis Wealth Advisors
New Hampshire
$285K +$31.5K +101 +13%
TWM
1024
Thrive Wealth Management
Pennsylvania
$284K -$10.3K -33 -4%
SAW
1025
Signal Advisors Wealth
Michigan
$284K +$8.74K +28 +3%