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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
326
JMG Financial Group
Illinois
$48.3M -$81.2K -242 -0.2%
AWM
327
Altus Wealth Management
Kentucky
$48.2M +$61.7K +184 +0.1%
PA
328
PFG Advisors
Arizona
$48.2M +$2.38M +7,095 +5%
SI
329
Seeds Investor
New York
$48.2M +$481K +1,435 +1%
CCM
330
Coldstream Capital Management
Washington
$48.1M -$1.62M -4,839 -3%
MWM
331
MorganRosel Wealth Management
Colorado
$47.9M -$30.1M -89,775 -38%
Principal Financial Group
332
Principal Financial Group
Iowa
$47.2M -$35.2K -105 -0.1%
CPRPA
333
Cerity Partners Retirement Plan Advisors
New York
$47.1M +$49.3M +146,827 New
BSSFA
334
Baron Silver Stevens Financial Advisors
Florida
$47.1M -$273K -815 -0.6%
WTFG
335
Wood Tarver Financial Group
Idaho
$46.9M -$5.27M -15,693 -10%
PFA
336
Pure Financial Advisors
California
$46.7M -$284K -845 -0.6%
NPT
337
National Philanthropic Trust
Pennsylvania
$46.3M +$2.96M +8,811 +6%
NSIM
338
North Star Investment Management
Illinois
$46.2M +$357K +1,063 +0.7%
JA
339
JVL Associates
Michigan
$46.1M -$815K -2,428 -2%
JRPCML
340
J. R. Prunier Capital Management LLC
Massachusetts
$46M -$36.9K -110 -0.1%
MHR
341
Matthew Hamilton Rosenberg
$45.4M -$822K -2,450 -2%
RSWM
342
Robertson Stephens Wealth Management
California
$45.3M -$9.22M -27,476 -16%
LW
343
Linscomb Wealth
Texas
$45.1M -$3.52M -10,500 -7%
GWA
344
Gibson Wealth Advisors
Texas
$45M +$1.37M +4,075 +3%
CPIG
345
Chicago Partners Investment Group
Illinois
$44.9M +$3.91M +11,659 +10%
IFG
346
Independent Financial Group
California
$44.8M -$80.9K -241 -0.2%
OL
347
Optas LLC
Texas
$44.7M +$607K +1,809 +1%
BWM
348
Briggs Wealth Management
Connecticut
$44.5M +$1.12M +3,347 +2%
CC
349
Cypress Capital
Tennessee
$44.4M -$262K -782 -0.6%
BF
350
Brooklyn FI
New York
$44.1M -$4.01M -11,939 -8%