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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
3126
International Private Wealth Advisors
California
$312K +$92.3K +275 +39%
AWMNH
3127
Arcadia Wealth Management (New Hampshire)
New Hampshire
$312K +$326K +973 New
CWA
3128
Continuum Wealth Advisors
New York
$312K -$24.8K -74 -7%
KWM
3129
KFG Wealth Management
Indiana
$312K +$326K +973 New
LF
3130
LifeSteps Financial
California
$312K +$671 +2 +0.2%
CFSG
3131
Clark Financial Services Group
Missouri
$311K -$80.2K -239 -20%
RPGNY
3132
Retirement Planning Group (New York)
New York
$310K -$68.1K -203 -17%
RSA
3133
River Street Advisors
Illinois
$310K +$1.01K +3 +0.3%
CAM
3134
Clarity Asset Management
Iowa
$310K – – –
PPWM
3135
PFG Private Wealth Management
Florida
$310K +$324K +965 New
HCM
3136
HMS Capital Management
Tennessee
$309K – – –
PNC
3137
Point Nemo Capital
Texas
$309K +$61.1K +182 +23%
ANB
3138
Amarillo National Bank
Texas
$309K -$10.1K -30 -3%
WWM
3139
Walser Wealth Management
Florida
$308K +$25.8K +77 +9%
MCM
3140
Mengis Capital Management
Oregon
$308K – – –
GWM
3141
Gibbs Wealth Management
Georgia
$307K +$321K +958 New
SPWM
3142
Straight Path Wealth Management
Michigan
$307K -$1.34K -4 -0.4%
VA
3143
Vestwell Advisors
New York
$307K – – –
FFWM
3144
Future Financial Wealth Management
Ohio
$307K – – –
GSC
3145
G&S Capital
Colorado
$306K – – –
MC
3146
Matters Capital
Florida
$306K – – –
EHAM
3147
Eagle Harbor Asset Management
Washington
$305K – – –
CA
3148
Cache Advisors
California
$305K – – –
CCA
3149
Cadent Capital Advisors
Oklahoma
$305K – – –
TFG
3150
Tull Financial Group
Virginia
$304K +$29.5K +88 +10%