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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3351
Sightline Wealth Advisors
Connecticut
$225K -$24.9K -75 -10%
RA
3352
Rise Advisors
New York
$225K +$1.33K +4 +0.6%
HAFS
3353
Hapanowicz & Associates Financial Services
Pennsylvania
$225K -$20.3K -61 -8%
MPW
3354
MA Private Wealth
California
$225K
WHG
3355
Westwood Holdings Group
Texas
$224K
WMA
3356
William Mack & Associates
Michigan
$223K +$222K +666 New
MFG
3357
Mann Financial Group
Minnesota
$223K +$13.3K +40 +6%
OA
3358
Oceanside Advisors
South Carolina
$221K
TFA
3359
Transamerica Financial Advisors
Florida
$221K +$195K +587 +815%
BIS
3360
BG Investment Services
Guam
$220K +$219K +657 New
SFG
3361
Somnio Financial Group
Connecticut
$220K +$218K +656 New
PPWM
3362
Paragon Private Wealth Management
Kentucky
$219K -$2.31M -6,931 -91%
Schroder Investment Management Group
3363
Schroder Investment Management Group
United Kingdom
$219K -$52.9K -159 -20%
TTWM
3364
TCV Trust & Wealth Management
Virginia
$219K -$3.66K -11 -2%
XWM
3365
Xcel Wealth Management
Florida
$218K
DFG
3366
Dupree Financial Group
Kentucky
$217K +$216K +648 New
NFSG
3367
Newbridge Financial Services Group
Florida
$217K -$58.2K -175 -21%
TBF
3368
True Blue Financial
Michigan
$217K +$216K +648 New
TFP
3369
TrueWealth Financial Partners
Washington
$217K +$216K +648 New
BBNB
3370
Baker Boyer National Bank
Washington
$217K +$215K +647 New
KA
3371
Kure Advisory
Minnesota
$217K -$113K -339 -34%
AIP
3372
Ameritas Investment Partners
Nebraska
$217K +$132K +398 +160%
TFA
3373
Teamwork Financial Advisors
Texas
$216K -$47.9K -144 -18%
SGCA
3374
Steel Grove Capital Advisors
Tennessee
$215K +$213K +640 New
MGWM
3375
Marks Group Wealth Management
Minnesota
$215K +$213K +640 New