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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
CGN Advisors
Kansas
$26.5M -$13.6M -61,335 -35%
SPIA
377
Steward Partners Investment Advisory
New York
$26.2M +$864K +3,910 +4%
LCM
378
Liberty Capital Management
Michigan
$26.2M +$2.21M +10,002 +10%
KeyBank National Association
379
KeyBank National Association
Ohio
$26M +$1.07M +4,842 +5%
BFS
380
Beacon Financial Strategies
North Carolina
$25.9M +$16.8K +76 +0.1%
FPCG
381
Fort Pitt Capital Group
Pennsylvania
$25.9M +$16.8M +76,072 +230%
MIA
382
Milestone Investment Advisors
Wisconsin
$25.8M +$527K +2,382 +2%
MA
383
Mutual Advisors
Nebraska
$25.6M +$6.48M +29,310 +37%
HWM
384
HFG Wealth Management
Texas
$25.4M +$23.7M +107,230 New
IWM
385
Integris Wealth Management
California
$25.2M +$1.87M +8,471 +9%
BF
386
Blankinship & Foster
California
$25.2M +$441K +1,994 +2%
FTS
387
Fifth Third Securities
Ohio
$25.1M +$7.95M +35,971 +51%
GVAG
388
Great Valley Advisor Group
Delaware
$25M +$4.11M +18,573 +21%
TWA
389
Trellis Wealth Advisors
California
$24.8M -$567K -2,566 -2%
FT
390
Fiduciary Trust
Massachusetts
$24.7M -$6.41K -29 -0%
ECT
391
Ebor Charitable Trust
Wyoming
$24.7M
NEPWA
392
New England Private Wealth Advisors
Massachusetts
$24.7M -$194K -879 -0.8%
PFM
393
Peak Financial Management
Massachusetts
$24.6M -$341K -1,543 -1%
RWIA
394
Roger Wittlin Investment Advisory
California
$24.3M +$807K +3,651 +4%
PF
395
Penney Financial
Texas
$24.2M +$22.5M +101,856 New
WA
396
Waverly Advisors
Alabama
$24.1M +$2.48M +11,215 +12%
SA
397
Skyline Advisors
Washington
$24.1M +$22.4M +101,387 New
BIG
398
Bush Investment Group
Georgia
$23.9M +$21.6M +97,811 New
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$23.9M +$498K +2,254 +2%
AWM
400
AllSquare Wealth Management
New York
$23.7M +$51.1K +231 +0.2%