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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1026
Successful Portfolios
Florida
$284K +$21.5K +69 +8%
AT
1027
Arlington Trust
Alabama
$283K +$245K +783 +669%
Vanguard Personalized Indexing Management
1028
Vanguard Personalized Indexing Management
California
$283K +$46.8K +150 +20%
UFAC
1029
Urban Financial Advisory Corp
Illinois
$282K +$1.56K +5 +0.6%
WIP
1030
WealthCare Investment Partners
Rhode Island
$282K -$33.1K -106 -11%
LI
1031
LRI Investments
Florida
$282K – – –
SGI
1032
Summit Global Investments
Utah
$282K -$625 -2 -0.2%
BFP
1033
Briaud Financial Planning
Texas
$281K – – –
MW
1034
Maia Wealth
Colorado
$281K +$312 +1 +0.1%
CWM
1035
Connecticut Wealth Management
Connecticut
$280K -$9.06K -29 -3%
MIM
1036
Marco Investment Management
Georgia
$280K – – –
2L
1037
25 LLC
Missouri
$279K – – –
WF
1038
Welch & Forbes
Massachusetts
$278K – – –
WFPG
1039
Waller Financial Planning Group
Ohio
$277K -$8.74K -28 -3%
FMC
1040
First Merchants Corp
Indiana
$276K -$15.6K -50 -5%
SJL
1041
Shayne & Jacobs LLC
Tennessee
$275K – – –
CIA
1042
Cladis Investment Advisory
Montana
$272K – – –
CFG
1043
Cooper Financial Group
California
$272K – – –
HP
1044
Haven Private
Florida
$270K – – –
FSBI
1045
Fearless Solutions (Best Invest)
Texas
$270K -$4.68K -15 -2%
BFS
1046
Bradley Foster & Sargent
Connecticut
$270K – – –
RF
1047
Roxbury Financial
New Jersey
$269K +$312 +1 +0.1%
NB
1048
NBT Bank
New York
$269K -$21.9K -70 -8%
TF
1049
Thayer Financial
North Carolina
$268K +$265K +850 New
HWA
1050
Hilltop Wealth Advisors
North Carolina
$267K -$6.56K -21 -2%