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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
526
IBEX Wealth Advisors
New Jersey
$2.21M -$161K -1,094 -7%
LIM
527
Leavell Investment Management
Alabama
$2.2M +$10.3K +70 +0.5%
ECM
528
Evergreen Capital Management
Washington
$2.2M +$461K +3,130 +27%
EWM
529
Evercore Wealth Management
New York
$2.19M +$162K +1,102 +8%
CWM
530
Confluence Wealth Management
Oregon
$2.18M -$126K -855 -6%
UR
531
USCA RIA
Texas
$2.17M +$565K +3,838 +36%
AC
532
Alexandria Capital
Virginia
$2.17M -$161K -1,092 -7%
PFM
533
Phillips Financial Management
Indiana
$2.17M -$182K -1,235 -8%
BA
534
Bristlecone Advisors
Washington
$2.15M +$3.97K +27 +0.2%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$2.15M -$302K -2,055 -13%
AG
536
AlphaSimPlex Group
Massachusetts
$2.14M -$242K -1,643 -10%
ANBT
537
American National Bank & Trust
Texas
$2.12M -$749K -5,092 -26%
FBC
538
Fairfield, Bush & Co
Connecticut
$2.11M -$11.8K -80 -0.6%
KTA
539
Keeley-Teton Advisors
Illinois
$2.1M -$1.62K -11 -0.1%
AWM
540
Altavista Wealth Management
North Carolina
$2.1M -$54.7K -372 -3%
CB
541
Chemical Bank
Michigan
$2.09M
CAGAS
542
Capital Advisory Group Advisory Services
Minnesota
$2.07M +$2.04M +13,864 New
GFPC
543
Global Financial Private Capital
Florida
$2.06M +$143K +975 +8%
Kovitz Investment Group Partners
544
Kovitz Investment Group Partners
Illinois
$2.06M +$346K +2,351 +21%
ADL
545
Asset Dedication LLC
California
$2.06M +$70.5K +479 +4%
FWM
546
Focused Wealth Management
New York
$2.05M +$12.4K +84 +0.6%
SSB
547
Sandy Spring Bank
Maryland
$2.04M +$49.6K +337 +3%
PPA
548
Parametric Portfolio Associates
Washington
$2.03M +$45.2K +307 +2%
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M +$385K +2,613 +24%
NFG
550
Next Financial Group
Texas
$2.01M -$1.94M -13,211 -50%