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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
601
Legacy Financial Strategies
Kansas
$15.7M -$211K -722 -1%
EWM
602
Empirical Wealth Management
Washington
$15.7M +$593K +2,034 +4%
SC
603
Seldon Capital
California
$15.7M
TWA
604
Trace Wealth Advisors
California
$15.7M +$15.8M +54,044 New
MGWA
605
Monument Group Wealth Advisors
Massachusetts
$15.7M -$907K -3,107 -5%
SWMG
606
Sard Wealth Management Group
Georgia
$15.6M +$245K +839 +2%
EGWAG
607
Elwood & Goetz Wealth Advisory Group
Georgia
$15.6M -$178K -610 -1%
Chevy Chase Trust
608
Chevy Chase Trust
Maryland
$15.6M +$81.4K +279 +0.5%
TWA
609
TCI Wealth Advisors
Arizona
$15.6M +$20.4K +70 +0.1%
SWM
610
Sanctuary Wealth Management
Idaho
$15.5M -$784K -2,686 -5%
BI
611
BFI Infinity
Switzerland
$15.5M +$15.6M +53,490 New
PFA
612
Plotkin Financial Advisors
Maryland
$15.5M +$95.1K +326 +0.6%
CFG
613
Carr Financial Group
Massachusetts
$15.5M +$602K +2,062 +4%
JWBC
614
J.W. Burns & Co
New York
$15.4M +$2.35M +8,038 +18%
PHWM
615
Pine Harbor Wealth Management
Maryland
$15.4M +$1.35M +4,639 +10%
SWIG
616
Strategic Wealth Investment Group
Kentucky
$15.4M -$1.99M -6,826 -11%
CMP
617
Coston McIsaac & Partners
Maine
$15.4M -$109K -375 -0.7%
PWMA
618
Pension & Wealth Management Advisors
Massachusetts
$15.4M +$15.4M +52,934 +29,572%
WP
619
WealthPLAN Partners
Nebraska
$15.4M -$1.24M -4,243 -7%
AC
620
Applied Capital
Arkansas
$15.4M +$157K +539 +1%
CCA
621
Cypress Capital Advisors
Tennessee
$15.3M +$15.4M +52,933 New
MA
622
MJP Associates
Connecticut
$15.2M -$36.8K -126 -0.2%
GA
623
GFS Advisors
Texas
$15.1M +$15.2M +52,112 New
CM
624
Cornerstone Management
Georgia
$15M -$712K -2,440 -4%
SAM
625
Synergy Asset Management
Washington
$15M +$8.4M +28,803 +122%