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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Great Valley Advisor Group
476
Great Valley Advisor Group
Delaware
$28.7M -$2.73M -8,209 -9%
CWM
477
Cooke Wealth Management
California
$28.6M +$27.9M +84,006 New
BFWA
478
Benchmark Financial Wealth Advisors
Florida
$28.6M -$835K -2,510 -3%
TWA
479
Trellis Wealth Advisors
California
$28.5M -$118K -354 -0.4%
AFG
480
Altiora Financial Group
Ohio
$28.5M +$1.39M +4,178 +5%
RCS
481
Retirement Capital Strategies
California
$28.4M -$1.2M -3,617 -4%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$28.3M +$25.5M +76,606 +966%
OAJ
483
Ogorek Anthony Joseph
New York
$28.2M -$27.9K -84 -0.1%
VA
484
VestGen Advisors
Illinois
$28.1M -$145M -435,207 -84%
SAM
485
Satovsky Asset Management
New York
$27.9M +$704K +2,116 +3%
NorthRock Partners
486
NorthRock Partners
Minnesota
$27.9M +$6.85M +20,593 +33%
SLWM
487
Stone Loft Wealth Management
Pennsylvania
$27.8M +$27.6M +82,870 New
SHFC
488
Safe Harbor Family Capital
North Carolina
$27.7M +$27.5M +82,597 New
CCA
489
Cypress Capital Advisors
Tennessee
$27.6M +$1.3M +3,903 +5%
PCP
490
Proficio Capital Partners
Massachusetts
$27.2M +$7.33M +22,040 +37%
HWM
491
Horizon Wealth Management
Illinois
$27.2M +$561K +1,687 +2%
PWP
492
Precedent Wealth Partners
Texas
$27.2M -$102K -307 -0.4%
LI
493
Latigo Investments
Florida
$27.1M – – –
FAG
494
Financial Architects (Georgia)
Georgia
$27.1M -$505K -1,517 -2%
CF
495
Carter Financial
California
$27M +$26.8M +80,598 New
Atomi Financial Group
496
Atomi Financial Group
New York
$27M +$589K +1,772 +2%
Empirical Wealth Management
497
Empirical Wealth Management
Washington
$27M -$2.76M -8,307 -9%
CI
498
Cordant Inc
Oregon
$26.9M +$435K +1,309 +2%
SAM
499
SVRN Asset Management
Texas
$26.7M +$26.5M +79,638 New
NWM
500
Northwest Wealth Management
Iowa
$26.6M -$1.65M -4,955 -6%