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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
251
HSBC Holdings
United Kingdom
$9.4M -$3.75M -26,906 -29%
AWM
252
AE Wealth Management
Kansas
$9.34M +$257K +1,839 +3%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$9.33M -$463K -3,316 -5%
IC
254
InterOcean Capital
Illinois
$9.29M +$14.9K +107 +0.2%
NFC
255
Northeast Financial Consultants
Connecticut
$9.05M +$113K +810 +1%
HJA
256
Hugh Johnson Advisors
New York
$9.01M -$192K -1,376 -2%
SFPM
257
Sensible Financial Planning & Management
Massachusetts
$9.01M -$66K -473 -0.7%
CB
258
Community Bank
New York
$8.99M
CI
259
Conning Inc
Connecticut
$8.98M
LFS
260
Legacy Financial Strategies
Kansas
$8.92M -$485K -3,477 -5%
WFWM
261
Wechter Feldman Wealth Management
New Jersey
$8.74M -$648K -4,647 -7%
MWM
262
Merriman Wealth Management
Washington
$8.58M +$6.19M +44,341 +265%
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.52M -$13.5K -97 -0.2%
TWA
264
TCI Wealth Advisors
Arizona
$8.52M +$30.7K +220 +0.4%
GRP
265
Global Retirement Partners
California
$8.51M +$347K +2,485 +4%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$8.35M -$259K -1,856 -3%
Truist Financial
267
Truist Financial
North Carolina
$8.32M -$20.9K -150 -0.3%
NEGWA
268
New England Guild Wealth Advisors
Connecticut
$8.11M +$746K +5,350 +10%
NG
269
Northstar Group
New York
$7.98M +$801K +5,745 +11%
SFM
270
Signature Financial Management
Virginia
$7.92M -$137K -983 -2%
CL
271
Choreo LLC
Illinois
$7.9M -$358K -2,569 -4%
VCM
272
Vivaldi Capital Management
Illinois
$7.9M +$8.79K +63 +0.1%
FA
273
FC Advisory
Pennsylvania
$7.89M -$18.8K -135 -0.2%
NSLI
274
Nan Shan Life Insurance
Taiwan
$7.76M
SIC
275
Sigma Investment Counselors
Michigan
$7.75M +$162K +1,162 +2%