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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
551
NewEdge Wealth
Pennsylvania
$9.53M -$138K -687 -1%
CA
552
Clearstead Advisors
Ohio
$9.49M +$79.3K +396 +0.9%
PCIA
553
Prime Capital Investment Advisors
Kansas
$9.48M +$6.36M +31,761 +217%
FLPIM
554
F.L. Putnam Investment Management
Massachusetts
$9.41M +$28.4K +142 +0.3%
CIC
555
Chilton Investment Company
Connecticut
$9.4M
AAS
556
Ameritas Advisory Services
Nebraska
$9.4M -$3.82M -19,093 -29%
MCCA
557
Mill Creek Capital Advisors
Pennsylvania
$9.39M -$409K -2,041 -4%
LWM
558
Laidlaw Wealth Management
New York
$9.38M -$182K -907 -2%
AWM
559
Angeles Wealth Management
California
$9.28M -$102K -510 -1%
FCIM
560
Fairview Capital Investment Management
California
$9.25M -$951K -4,752 -9%
LGWM
561
Litman Gregory Wealth Management
California
$9.24M -$37.5M -187,485 -81%
SAM
562
Satovsky Asset Management
New York
$9.24M +$2.69M +13,425 +42%
Thrivent Financial for Lutherans
563
Thrivent Financial for Lutherans
Minnesota
$9.22M -$15K -75 -0.2%
CA
564
Cresta Advisors
Texas
$9.21M +$3.11M +15,556 +53%
AWM
565
Apollon Wealth Management
South Carolina
$9.2M +$365K +1,824 +4%
AGC
566
Aspen Grove Capital
Colorado
$9.2M +$903K +4,512 +11%
GC
567
Gilbert & Cook
Iowa
$9.14M -$824K -4,114 -8%
KA
568
Klingman & Associates
New York
$9.07M -$421K -2,101 -5%
NIA
569
NIA Impact Advisors
California
$9.07M
GT
570
Glenview Trust
Kentucky
$9.07M -$61.1K -305 -0.7%
SL
571
Sentinus LLC
Illinois
$8.98M +$8.81M +44,020 New
IF
572
IRON Financial
Illinois
$8.9M +$18.8K +94 +0.2%
PFS
573
Prospera Financial Services
Texas
$8.89M -$180K -898 -2%
Fayez Sarofim & Co
574
Fayez Sarofim & Co
Texas
$8.87M
SPC
575
Sigma Planning Corp
Michigan
$8.85M +$274K +1,370 +3%