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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
426
Sensible Financial Planning & Management
Massachusetts
$16.6M -$42.1K -187 -0.3%
AWA
427
Arete Wealth Advisors
Illinois
$16.4M -$1.72M -7,658 -10%
SWM
428
Southern Wealth Management
Texas
$16.3M +$12.3M +54,780 +326%
PL
429
Plancorp LLC
Missouri
$16.3M +$794K +3,532 +5%
CHAM
430
Clear Harbor Asset Management
Connecticut
$16.3M +$535K +2,380 +3%
CL
431
CPWM LLC
Washington
$16.2M +$1.75M +7,783 +12%
GWM
432
Geneos Wealth Management
Colorado
$16.1M -$379K -1,686 -2%
SFO
433
Stokes Family Office
Louisiana
$16.1M -$46.3K -206 -0.3%
5SA
434
5th Street Advisors
Connecticut
$16.1M -$2.34M -10,390 -13%
RCM
435
Rain Capital Management
Oregon
$16M -$768K -3,415 -5%
AFS
436
Annapolis Financial Services
Maryland
$16M +$504K +2,239 +3%
CNBT
437
Cornerstone National Bank & Trust
Illinois
$15.9M +$1.44M +6,390 +10%
BIP
438
Blueprint Investment Partners
North Carolina
$15.8M +$9.58M +42,598 +159%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$15.8M +$351K +1,560 +2%
FDCC
440
Foster Dykema Cabot & Co
Massachusetts
$15.6M -$98.9K -440 -0.6%
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$15.5M +$5.18M +23,017 +51%
DHFB
442
Dixon Hubard Feinour & Brown
Virginia
$15.5M +$174K +772 +1%
EWM
443
Evermay Wealth Management
Virginia
$15.5M +$13.6M +60,439 +797%
LF
444
Lantz Financial
Illinois
$15.4M -$161K -716 -1%
PGA
445
Portland Global Advisors
Maine
$15.4M -$572K -2,543 -4%
SF
446
Symphony Financial
Texas
$15.4M +$7.84M +34,857 +93%
FHB
447
First Hawaiian Bank
Hawaii
$15.3M +$112K +497 +0.7%
MG
448
Mather Group
Illinois
$15.2M +$2.9M +12,899 +24%
EF
449
Empirical Finance
Pennsylvania
$15.2M -$627K -2,787 -4%
LIA
450
LBMC Investment Advisors
Tennessee
$15.2M +$400K +1,777 +3%