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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1051
Cladis Investment Advisory
Montana
$297K – – –
CFG
1052
Cooper Financial Group
California
$297K -$667 -2 -0.2%
WJWM
1053
Williams Jones Wealth Management
New York
$297K +$288K +863 New
UA
1054
URS Advisory
Florida
$296K -$67.4K -202 -19%
HP
1055
Haven Private
Florida
$295K – – –
BFS
1056
Bradley Foster & Sargent
Connecticut
$295K – – –
RF
1057
Roxbury Financial
New Jersey
$294K – – –
Koshinski Asset Management
1058
Koshinski Asset Management
Illinois
$294K +$47.4K +142 +20%
FSBI
1059
Fearless Solutions (Best Invest)
Texas
$293K -$334 -1 -0.1%
NB
1060
NBT Bank
New York
$293K – – –
CPA
1061
Compass Planning Associates
Massachusetts
$293K +$667 +2 +0.2%
TF
1062
Thayer Financial
North Carolina
$292K – – –
HWA
1063
Hilltop Wealth Advisors
North Carolina
$292K – – –
CG
1064
CFO4Life Group
Texas
$291K – – –
UF
1065
Univest Financial
Pennsylvania
$290K – – –
SWM
1066
SilverOak Wealth Management
Minnesota
$290K – – –
FMC
1067
First Merchants Corp
Indiana
$289K -$12.7K -38 -4%
BWL
1068
Bogart Wealth LLC
Virginia
$288K – – –
FF
1069
Francis Financial
$288K – – –
KCP
1070
Kera Capital Partners
California
$287K +$3.34K +10 +1%
SPW
1071
Sonoma Private Wealth
California
$287K – – –
CSC
1072
Caldwell Sutter Capital
California
$287K – – –
SWA
1073
Strategies Wealth Advisors
Michigan
$286K -$17K -51 -6%
AW
1074
Avion Wealth
Texas
$286K – – –
ASC
1075
Atalanta Sosnoff Capital
New York
$286K -$399K -1,196 -59%