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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$9.42M +$2.69M +12,404 +42%
BP
502
BBR Partners
New York
$9.4M +$103K +475 +1%
BCA
503
Berman Capital Advisors
Georgia
$9.4M -$18.9K -87 -0.2%
CIC
504
Carnegie Investment Counsel
Ohio
$9.38M +$121K +556 +1%
NFG
505
Next Financial Group
Texas
$9.31M +$63.8K +294 +0.7%
CT
506
Coastline Trust
Rhode Island
$9.3M -$32.6K -150 -0.4%
IC
507
IEQ Capital
California
$9.25M +$147K +676 +2%
CGH
508
CMG Global Holdings
Texas
$9.21M +$975K +4,494 +12%
GC
509
Garde Capital
Washington
$9.12M +$66.2K +305 +0.8%
B
510
Brightworth
Georgia
$9.07M -$114K -527 -1%
Thrivent Financial for Lutherans
511
Thrivent Financial for Lutherans
Minnesota
$9.04M -$1.08M -4,996 -11%
CDIA
512
Capital Directions Investment Advisors
Georgia
$8.93M +$8.69M +40,063 New
KA
513
Klingman & Associates
New York
$8.88M +$59.2K +273 +0.7%
BRWA
514
B. Riley Wealth Advisors
Florida
$8.87M +$164K +756 +2%
RGC
515
Roberts, Glore & Co
Illinois
$8.82M -$28.9K -133 -0.3%
LK
516
Lumbard & Kellner
New Hampshire
$8.79M -$22.8K -105 -0.3%
HHRDM
517
H&H Retirement Design & Management
Nevada
$8.75M -$182K -837 -2%
PFS
518
Prospera Financial Services
Texas
$8.71M +$245K +1,129 +3%
PTC
519
Private Trust Company
Ohio
$8.69M +$708K +3,262 +9%
MFA
520
McClarren Financial Advisors
Pennsylvania
$8.69M +$2.39M +11,027 +39%
SIA
521
Sovereign Investment Advisors
Arizona
$8.67M +$19.1K +88 +0.2%
ARC
522
Advisor Resource Council
Texas
$8.61M +$8.39M +38,637 New
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$8.59M +$673K +3,099 +9%
WA
524
Waverly Advisors
Alabama
$8.56M +$38.8K +179 +0.5%
TPCW
525
TD Private Client Wealth
New York
$8.56M -$1.24M -5,701 -13%