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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
626
Lakeside Wealth Management Group
$586K – – –
CFA
627
CT Financial Advisors
Pennsylvania
$582K +$29K +242 +5%
PWLP
628
Prio Wealth Limited Partnership
Massachusetts
$581K – – –
PCM
629
Parsons Capital Management
Rhode Island
$576K – – –
SSWM
630
Sheets Smith Wealth Management
North Carolina
$576K +$120 +1 +0%
RI
631
Ridgewood Investments
New Jersey
$575K +$26.7K +223 +5%
RW
632
Rand Wealth
Maryland
$557K -$19.2K -160 -3%
DIA
633
Denver Investment Advisors
Colorado
$556K +$131K +1,096 +31%
ABP
634
Arthur B. Page
$549K – – –
BTNA
635
Bremer Trust National Association
Minnesota
$549K +$191K +1,598 +55%
RP
636
Rowlandmiller & Partners
Georgia
$547K – – –
TCM
637
TD Capital Management
Tennessee
$546K +$1.8K +15 +0.3%
LFA
638
Landmark Financial Advisors
Kentucky
$545K – – –
GG
639
Gofen & Glossberg
Illinois
$542K -$3.11K -26 -0.6%
BA
640
BKS Advisors
Michigan
$538K +$10.2K +85 +2%
AI
641
Accredited Investors
Minnesota
$536K -$17K -142 -3%
OC
642
Oakworth Capital
Alabama
$536K – – –
CIBC World Market
643
CIBC World Market
Ontario, Canada
$533K +$299K +2,496 +132%
AAM
644
American Asset Management
Florida
$532K -$23.1K -193 -4%
RWA
645
Ropes Wealth Advisors
Massachusetts
$529K +$495K +4,132 +1,781%
WA
646
WP Advisors
California
$528K – – –
BOTW
647
Bank of the West
California
$524K – – –
AP
648
Atwood & Palmer
Missouri
$523K – – –
TC
649
Trust Company
Kansas
$521K – – –
BHTS
650
Bar Harbor Trust Services
Maine
$519K -$46.7K -390 -8%