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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
2601
Brewster Financial Planning
New York
$486K
SIAG
2602
Signet Investment Advisory Group
Rhode Island
$486K +$150K +474 +47%
SN
2603
Sittner & Nelson
Oregon
$483K +$111K +350 +31%
MPW
2604
Melone Private Wealth
Michigan
$483K -$104K -328 -18%
BFC
2605
Blue Fin Capital
Rhode Island
$482K
CNBT
2606
Canandaigua National Bank & Trust
New York
$482K
WA
2607
WESPAC Advisors
California
$481K +$632 +2 +0.1%
TMWM
2608
Taylor & Morgan Wealth Management
Michigan
$481K +$463K +1,465 New
EFP
2609
Elser Financial Planning
Indiana
$481K -$136K -432 -23%
EPW
2610
Endeavor Private Wealth
Kansas
$480K +$461K +1,460 New
MKC
2611
M. Kraus & Co
Vermont
$477K -$85K -269 -16%
OAS
2612
Optivise Advisory Services
Tennessee
$475K +$1.9K +6 +0.4%
ARG
2613
Advisory Resource Group
Oklahoma
$475K -$3.16K -10 -0.7%
NPPM
2614
North Point Portfolio Managers
Ohio
$474K +$1.58K +5 +0.3%
LA
2615
Lynch & Associates
Indiana
$472K +$316 +1 +0.1%
PCS
2616
Private Client Services
Kentucky
$472K
AFM
2617
Abbot Financial Management
Massachusetts
$471K +$9.48K +30 +2%
PFP
2618
Paragon Financial Partners
California
$470K -$2.53K -8 -0.6%
WAL
2619
W Advisors LLC
Tennessee
$470K -$6K -19 -1%
HTWM
2620
Hartmann Taylor Wealth Management
Texas
$469K +$53.4K +169 +13%
TAM
2621
Trillium Asset Management
Massachusetts
$469K
OWA
2622
One Wealth Advisors
California
$463K +$4.42K +14 +1%
VA
2623
Vestwell Advisors
New York
$463K
LFP
2624
Leeward Financial Partners
Washington
$463K -$11.4K -36 -2%
PFA
2625
Pillar Financial Advisors
Kentucky
$460K