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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1001
MPWM Advisory Solutions
Georgia
$280K – – –
VBFP
1002
Valtinson Bruner Financial Planning
Minnesota
$277K – – –
WP
1003
Wealthspan Partners
Iowa
$274K – – –
SAW
1004
Signal Advisors Wealth
Michigan
$273K +$4.07K +13 +1%
UAG
1005
United Advisor Group
Ohio
$273K -$21K -67 -7%
IC
1006
Inscription Capital
Texas
$272K – – –
PA
1007
PFG Advisors
Arizona
$272K +$313 +1 +0.1%
CWA
1008
Consilio Wealth Advisors
Washington
$271K – – –
TBWA
1009
Three Bridge Wealth Advisors
California
$271K – – –
TWM
1010
Thrive Wealth Management
Pennsylvania
$270K +$313 +1 +0.1%
SP
1011
Successful Portfolios
Florida
$269K +$5.01K +16 +2%
SGI
1012
Summit Global Investments
Utah
$269K +$1.25K +4 +0.4%
DW30
1013
Drucker Wealth 3.0
New Jersey
$269K -$49.4K -158 -15%
UFAC
1014
Urban Financial Advisory Corp
Illinois
$269K +$626 +2 +0.2%
MW
1015
Maia Wealth
Colorado
$268K +$313 +1 +0.1%
LI
1016
LRI Investments
Florida
$268K – – –
SC
1017
Schoolcraft Capital
Colorado
$268K -$35.4K -113 -11%
BFP
1018
Briaud Financial Planning
Texas
$267K – – –
CWM
1019
Connecticut Wealth Management
Connecticut
$266K – – –
AA
1020
ArborFi Advisors
Michigan
$266K -$19.7K -63 -7%
MIM
1021
Marco Investment Management
Georgia
$266K – – –
2L
1022
25 LLC
Missouri
$265K – – –
WF
1023
Welch & Forbes
Massachusetts
$264K – – –
SWA
1024
Strategies Wealth Advisors
Michigan
$264K -$21.3K -68 -7%
FMC
1025
First Merchants Corp
Indiana
$262K – – –
39 40
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