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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1051
Retirement Income Solutions
Michigan
$264K – – –
BWL
1052
Bogart Wealth LLC
Virginia
$263K – – –
FF
1053
Francis Financial
$263K -$15K -48 -5%
BP
1054
BBR Partners
New York
$263K – – –
CSC
1055
Caldwell Sutter Capital
California
$263K – – –
AW
1056
Avion Wealth
Texas
$262K -$5.62K -18 -2%
VWA
1057
Visionary Wealth Advisors
Illinois
$261K +$4.37K +14 +2%
DWM
1058
DeLarme Wealth Management
California
$261K +$259K +830 New
MPPLM
1059
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$261K -$20.6K -66 -7%
CL
1060
COWA LLC
Oklahoma
$261K – – –
SPW
1061
Sonoma Private Wealth
California
$261K – – –
RCWM
1062
Royal Capital Wealth Management
Indiana
$260K +$1.56K +5 +0.6%
IAP
1063
Indie Asset Partners
Indiana
$259K – – –
SDWMA
1064
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K – – –
CB
1065
CNB Bank
Pennsylvania
$258K – – –
MPI
1066
Mairs & Power Inc
Minnesota
$257K -$235K -751 -48%
ACP
1067
Aviance Capital Partners
Florida
$256K – – –
SF
1068
Schaeffer Financial
Maryland
$256K – – –
VP
1069
Verum Partners
North Carolina
$253K – – –
MA
1070
MBA Advisors
Pennsylvania
$253K +$312 +1 +0.1%
ASCM
1071
Adkins Seale Capital Management
Louisiana
$252K +$250K +800 New
KCP
1072
Kera Capital Partners
California
$251K +$937 +3 +0.4%
HPM
1073
Hoxton Planning & Management
West Virginia
$251K -$2.19K -7 -0.9%
TWM
1074
Tanager Wealth Management
United Kingdom
$250K – – –
CWA
1075
Canvas Wealth Advisors
Kansas
$250K -$50.6K -162 -17%
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