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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
251
Boston Standard Wealth Management
Massachusetts
$13.8M +$459K +2,966 +3%
PA
252
Parallel Advisors
California
$13.7M +$2.41M +15,605 +17%
SFS
253
Sowell Financial Services
Arkansas
$13.6M +$13.1M +84,434 +395%
HSA
254
HBK Sorce Advisory
Pennsylvania
$13.6M +$22.3K +144 +0.1%
TCM
255
TD Capital Management
Tennessee
$13.6M +$13.7M +88,301 +518%
EPWM
256
Essex Private Wealth Management
Massachusetts
$13.6M +$475K +3,075 +3%
CCA
257
Cobblestone Capital Advisors
New York
$13.5M -$480K -3,105 -3%
JFGLC
258
Johnson Financial Group LLC (Colorado)
Colorado
$13.4M +$396K +2,561 +3%
PCFFS
259
Pacific Center for Financial Services
California
$13.2M -$345K -2,234 -2%
KPW
260
Kore Private Wealth
New York
$13.1M -$456K -2,950 -3%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$12.9M -$552K -3,571 -3%
MWM
262
MorganRosel Wealth Management
Colorado
$12.8M -$461K -2,979 -3%
William Blair & Company
263
William Blair & Company
Illinois
$12.8M -$946K -6,117 -6%
CIAS
264
CBIZ Investment Advisory Services
Ohio
$12.8M
SWP
265
Strategic Wealth Partners
Ohio
$12.7M
TCM
266
Telos Capital Management
California
$12.7M +$1.09M +7,031 +8%
QA
267
Quantitative Advantage
Minnesota
$12.5M +$1.2M +7,790 +9%
VFA
268
Voya Financial Advisors
Connecticut
$12.4M -$56K -362 -0.4%
EA
269
Elm Advisors
California
$12.2M -$454K -2,935 -3%
FFWA
270
FRG Family Wealth Advisors
Washington
$12.2M +$108K +696 +0.7%
SBL
271
Sargent Bickham Lagudis
Colorado
$12.2M +$2.16M +13,973 +17%
PL
272
Plancorp LLC
Missouri
$12.2M +$3.83M +24,799 +36%
MIAN
273
Mariner Independent Advisor Network
Kansas
$12M +$168K +1,089 +1%
BAM
274
Belpointe Asset Management
Nevada
$12M +$1.2M +7,737 +9%
WFA
275
Wade Financial Advisory
California
$11.8M -$1.09M -7,048 -7%