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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1051
Elevated Financial Group
Indiana
$267K +$265K +848 New
CPA
1052
Compass Planning Associates
Massachusetts
$266K +$1.25K +4 +0.5%
CG
1053
CFO4Life Group
Texas
$266K – – –
SWM
1054
SilverOak Wealth Management
Minnesota
$265K – – –
RIS
1055
Retirement Income Solutions
Michigan
$264K – – –
BWL
1056
Bogart Wealth LLC
Virginia
$263K – – –
FF
1057
Francis Financial
$263K -$15K -48 -5%
BP
1058
BBR Partners
New York
$263K – – –
CSC
1059
Caldwell Sutter Capital
California
$263K – – –
AW
1060
Avion Wealth
Texas
$262K -$5.62K -18 -2%
VWA
1061
Visionary Wealth Advisors
Illinois
$261K +$4.37K +14 +2%
DWM
1062
DeLarme Wealth Management
California
$261K +$259K +830 New
MPPLM
1063
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$261K -$20.6K -66 -7%
CL
1064
COWA LLC
Oklahoma
$261K – – –
SPW
1065
Sonoma Private Wealth
California
$261K – – –
RCWM
1066
Royal Capital Wealth Management
Indiana
$260K +$1.56K +5 +0.6%
IAP
1067
Indie Asset Partners
Indiana
$259K – – –
SDWMA
1068
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K – – –
CB
1069
CNB Bank
Pennsylvania
$258K – – –
MPI
1070
Mairs & Power Inc
Minnesota
$257K -$235K -751 -48%
ACP
1071
Aviance Capital Partners
Florida
$256K – – –
SF
1072
Schaeffer Financial
Maryland
$256K – – –
VP
1073
Verum Partners
North Carolina
$253K – – –
MA
1074
MBA Advisors
Pennsylvania
$253K +$312 +1 +0.1%
ASCM
1075
Adkins Seale Capital Management
Louisiana
$252K +$250K +800 New