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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1026
WealthCare Investment Partners
Rhode Island
$282K -$33.1K -106 -11%
LI
1027
LRI Investments
Florida
$282K – – –
SGI
1028
Summit Global Investments
Utah
$282K -$625 -2 -0.2%
BFP
1029
Briaud Financial Planning
Texas
$281K – – –
MW
1030
Maia Wealth
Colorado
$281K +$312 +1 +0.1%
CWM
1031
Connecticut Wealth Management
Connecticut
$280K -$9.06K -29 -3%
MIM
1032
Marco Investment Management
Georgia
$280K – – –
2L
1033
25 LLC
Missouri
$279K – – –
WF
1034
Welch & Forbes
Massachusetts
$278K – – –
WFPG
1035
Waller Financial Planning Group
Ohio
$277K -$8.74K -28 -3%
FMC
1036
First Merchants Corp
Indiana
$276K -$15.6K -50 -5%
SJL
1037
Shayne & Jacobs LLC
Tennessee
$275K – – –
CIA
1038
Cladis Investment Advisory
Montana
$272K – – –
CFG
1039
Cooper Financial Group
California
$272K – – –
HP
1040
Haven Private
Florida
$270K – – –
FSBI
1041
Fearless Solutions (Best Invest)
Texas
$270K -$4.68K -15 -2%
BFS
1042
Bradley Foster & Sargent
Connecticut
$270K – – –
RF
1043
Roxbury Financial
New Jersey
$269K +$312 +1 +0.1%
NB
1044
NBT Bank
New York
$269K -$21.9K -70 -8%
TF
1045
Thayer Financial
North Carolina
$268K +$265K +850 New
HWA
1046
Hilltop Wealth Advisors
North Carolina
$267K -$6.56K -21 -2%
EFG
1047
Elevated Financial Group
Indiana
$267K +$265K +848 New
CPA
1048
Compass Planning Associates
Massachusetts
$266K +$1.25K +4 +0.5%
CG
1049
CFO4Life Group
Texas
$266K – – –
SWM
1050
SilverOak Wealth Management
Minnesota
$265K – – –
40 41
42
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