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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Segment Wealth Management
Texas
$12.6M -$110K -789 -0.9%
NEPWA
252
New England Private Wealth Advisors
Massachusetts
$12.4M -$818K -5,862 -6%
KeyBank National Association
253
KeyBank National Association
Ohio
$12.3M -$589K -4,220 -5%
BL
254
BFSG LLC
California
$12.3M +$509K +3,647 +4%
FDCC
255
Foster Dykema Cabot & Co
Massachusetts
$12.2M -$81.3K -583 -0.7%
WWM
256
Western Wealth Management
Colorado
$12.2M +$535K +3,833 +5%
GC
257
Gilbert & Cook
Iowa
$12.1M -$1.83M -13,141 -14%
OIWM
258
OptiFour Integrated Wealth Management
Virginia
$12M -$489K -3,508 -4%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$11.9M -$10.1M -72,706 -47%
PMFA
260
Plante Moran Financial Advisors
Michigan
$11.8M -$120K -863 -1%
PGA
261
Portland Global Advisors
Maine
$11.7M -$173K -1,243 -2%
LF
262
Lantz Financial
Illinois
$11.7M +$11.2M +80,600 New
OWP
263
Obermeyer Wealth Partners
Colorado
$11.6M +$6.89M +49,359 +160%
SHCM
264
Stokes & Hubbell Capital Management
Louisiana
$11.6M -$5.12M -36,698 -31%
MFS
265
Madrona Financial Services
Washington
$11.5M -$473K -3,393 -4%
AIP
266
Almanack Investment Partners
Pennsylvania
$11.4M +$1.08M +7,750 +11%
State Street
267
State Street
Massachusetts
$11.4M -$185K -1,327 -2%
AllianceBernstein
268
AllianceBernstein
Tennessee
$11.3M -$162K -1,162 -1%
KPCM
269
Kings Point Capital Management
New York
$11.3M -$113K -813 -1%
GAG
270
GM Advisory Group
New York
$11.3M -$2.96M -21,187 -21%
NC
271
NewSquare Capital
Pennsylvania
$11.3M +$284K +2,032 +3%
LIC
272
Lodestar Investment Counsel
Illinois
$11.3M +$309K +2,218 +3%
EGWAG
273
Elwood & Goetz Wealth Advisory Group
Georgia
$11.3M -$206K -1,478 -2%
SBL
274
Sargent Bickham Lagudis
Colorado
$11.2M -$231K -1,659 -2%
SPIA
275
Strategic Point Investment Advisors
Rhode Island
$11.2M -$915K -6,555 -8%