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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
376
United Asset Strategies
New York
$215K +$213K +2,455 New
APCM
377
Alaska Permanent Capital Management
Alaska
$211K +$209K +2,410 New
SM
378
Stratton Management
Pennsylvania
$210K +$209K +2,400 New
BG
379
Bahl & Gaynor
Ohio
$209K +$207K +2,384 New
DAM
380
Deltec Asset Management
New York
$207K +$205K +2,358 New
MA
381
Montag & Associates
Georgia
$207K +$206K +2,365 New
DSC
382
Duncker Streett & Co
Missouri
$205K +$1.74K +20 +0.9%
PMFA
383
Plante Moran Financial Advisors
Michigan
$186K +$95.6K +1,100 +108%
MCM
384
Manchester Capital Management
Vermont
$181K -$31.6K -364 -15%
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K
RIA
386
Regal Investment Advisors
Michigan
$149K +$22.4K +258 +18%
NES
387
New England Securities
New York
$123K +$38K +437 +45%
TIM
388
Tortoise Investment Management
New York
$119K +$87 +1 +0.1%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$105K
FBT
390
Founders Bank & Trust
Michigan
$103K
Toronto Dominion Bank
391
Toronto Dominion Bank
Ontario, Canada
$102K
Parallax Volatility Advisers
392
Parallax Volatility Advisers
California
$102K +$101K +1,161 New
WTC
393
WhitTier Trust Company
Nevada
$101K
AWMS
394
Advocacy Wealth Management Services
Georgia
$93K -$8.69K -100 -9%
ECM
395
Exchange Capital Management
Michigan
$88K -$8.17K -94 -9%
WF
396
WealthTrust Fairport
Ohio
$87K +$86K +990 New
PAS
397
Partnervest Advisory Services
California
$82K +$80.9K +931 New
WA
398
WFG Advisors
Texas
$70K -$9.21K -106 -12%
SFS
399
Signator Financial Services
Massachusetts
$68K -$348 -4 -0.5%
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$66K