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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
351
CBIZ Investment Advisory Services
Ohio
$22.2M +$21.4M +106,996 +5,342%
RWM
352
Raffa Wealth Management
District of Columbia
$22.1M +$1.23M +6,129 +6%
PFM
353
Peak Financial Management
Massachusetts
$21.9M -$166K -827 -0.8%
CCA
354
Cobblestone Capital Advisors
New York
$21.8M +$3.17M +15,825 +17%
GL
355
Graypoint LLC
New York
$21.8M -$4.09M -20,445 -16%
GPWA
356
Great Point Wealth Advisors
Massachusetts
$21.8M -$662K -3,307 -3%
WCP
357
Wick Capital Partners
Pennsylvania
$21.3M +$3.81M +19,039 +22%
FCI
358
Financial Counselors Inc
Kansas
$21.2M -$229K -1,143 -1%
SRG
359
SBB Research Group
Illinois
$21.2M
SC
360
Sinecera Capital
Texas
$21.1M -$139K -694 -0.7%
BA
361
BCM Advisors
Louisiana
$21M -$170K -849 -0.8%
SPIA
362
Steward Partners Investment Advisory
New York
$20.6M +$2.69M +13,447 +15%
Allianz Asset Management
363
Allianz Asset Management
Germany
$20.5M +$4.08M +20,405 +26%
AWM
364
AllSquare Wealth Management
New York
$20.5M +$32.6K +163 +0.2%
DAS
365
Dynamic Advisor Solutions
Arizona
$20.4M +$445K +2,221 +2%
WCM
366
Washington Capital Management
Washington
$20.4M +$389K +1,945 +2%
BP
367
BBR Partners
New York
$20.3M +$2.02M +10,070 +11%
NEPWA
368
New England Private Wealth Advisors
Massachusetts
$20.3M +$203K +1,014 +1%
IFG
369
Independent Financial Group
California
$20.2M +$1.08M +5,414 +6%
Wellington Management Group
370
Wellington Management Group
Massachusetts
$20.1M
GWM
371
Geneos Wealth Management
Colorado
$20M +$10M +49,989 +104%
SIC
372
Sigma Investment Counselors
Michigan
$19.9M +$77.3K +386 +0.4%
PCWA
373
Pacific Capital Wealth Advisors
California
$19.9M -$5.11M -25,522 -21%
STA
374
Summit Trail Advisors
New York
$19.9M -$72.1K -360 -0.4%
FT
375
Fiduciary Trust
Massachusetts
$19.8M -$33K -165 -0.2%