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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
276
Johnson Financial Group LLC (Colorado)
Colorado
$59.3M +$1.77M +5,599 +3%
RSWM
277
Robertson Stephens Wealth Management
California
$58.8M -$2.32M -7,358 -4%
PG
278
Proffitt & Goodson
Tennessee
$57.9M +$114K +361 +0.2%
CCWA
279
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57.6M +$65.7K +208 +0.1%
MWM
280
Magnolia Wealth Management
Alabama
$57.5M -$1.53M -4,852 -3%
PWMAG
281
Pinnacle Wealth Management Advisory Group
New Jersey
$57.4M +$511K +1,617 +0.9%
KA
282
Kearns & Associates
California
$57.4M +$308K +976 +0.6%
MWM
283
Modera Wealth Management
New Jersey
$56.8M -$1.39M -4,386 -2%
MWM
284
Manske Wealth Management
Texas
$56.7M +$89.1K +282 +0.2%
GP
285
Greenline Partners
New York
$56.2M -$494K -1,564 -0.9%
FFA
286
Farther Finance Advisors
California
$55.2M +$23M +72,870 +76%
RWM
287
Raffa Wealth Management
District of Columbia
$55.2M +$2.32M +7,351 +5%
SHWM
288
Smith & Howard Wealth Management
Georgia
$55.1M +$2.91M +9,222 +6%
TLIC
289
Taiyo Life Insurance Company
Japan
$54.5M -$14.5M -45,800 -22%
I
290
INVST
Indiana
$54.3M +$490K +1,552 +0.9%
EAM
291
Evanson Asset Management
California
$54.1M +$1.68M +5,327 +3%
WTFG
292
Wood Tarver Financial Group
Idaho
$53.4M +$1.1M +3,476 +2%
BW
293
BostonPremier Wealth
Massachusetts
$53.3M +$1.33M +4,224 +3%
TWM
294
Tumwater Wealth Management
Idaho
$53.3M -$1.35M -4,289 -3%
PPC
295
Pennington Partners & Co
Maryland
$53.2M +$2.23M +7,050 +5%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$53M -$198K -626 -0.4%
AA
297
Armis Advisers
Georgia
$52.8M +$308K +975 +0.6%
AA
298
Ashford Advisors
New York
$51.7M -$2.43M -7,686 -5%
OIM
299
Opus Investment Management
Massachusetts
$51.6M
FC
300
Family CFO
California
$51M +$494K +1,563 +1%