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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
1101
Waller Financial Planning Group
Ohio
$230K -$35.4K -113 -13%
MFF
1102
Michels Family Financial
Texas
$229K +$626 +2 +0.3%
DWA
1103
Davis Wealth Advisors
New Hampshire
$229K -$43.5K -139 -15%
FSA
1104
Fort Sheridan Advisors
Illinois
$228K – – –
Salem Investment Counselors
1105
Salem Investment Counselors
North Carolina
$227K – – –
TFP
1106
Triune Financial Partners
Kansas
$227K +$626 +2 +0.3%
EWS
1107
Evergreen Wealth Solutions
Pennsylvania
$227K +$237K +759 New
KCM
1108
Kanawha Capital Management
Virginia
$227K -$7.51K -24 -3%
DA
1109
Detalus Advisors
Missouri
$226K -$109K -347 -31%
HR
1110
Howe & Rusling
New York
$225K +$313 +1 +0.1%
BMCM
1111
Bryn Mawr Capital Management
Pennsylvania
$225K +$236K +753 New
ZCP
1112
Z3 Capital Partners
Virginia
$224K – – –
Level Four Advisory Services
1113
Level Four Advisory Services
Texas
$224K +$30K +96 +15%
NFP
1114
Narus Financial Partners
Utah
$224K – – –
HIA
1115
Harbor Investment Advisory
Maryland
$224K – – –
WA
1116
Waddell & Associates
Tennessee
$223K – – –
SPA
1117
Sentinel Pension Advisors
Massachusetts
$223K – – –
BA
1118
Bellwether Advisors
Nebraska
$223K -$3.75K -12 -2%
PGWM
1119
Parisi Gray Wealth Management
New Jersey
$222K +$939 +3 +0.4%
DPI
1120
Diversified Portfolios Inc
Michigan
$221K – – –
Smith Salley Wealth Management
1121
Smith Salley Wealth Management
North Carolina
$221K -$7.51K -24 -3%
AC
1122
Anson Capital
Georgia
$219K – – –
EAM
1123
Everstar Asset Management
North Carolina
$218K – – –
IRP
1124
Investment Research Partners
Pennsylvania
$217K – – –
AIP
1125
Avail Investment Partners
Pennsylvania
$217K +$227K +727 New