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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
751
TRUE Private Wealth Advisors
Oregon
$717K -$1.32K -9 -0.2%
BHIA
752
Birch Hill Investment Advisors
Massachusetts
$716K +$91.2K +620 +15%
PCM
753
Parsons Capital Management
Rhode Island
$714K
CFA
754
Carroll Financial Associates
North Carolina
$710K
PAS
755
Partnervest Advisory Services
California
$709K +$736 +5 +0.1%
HAC
756
Harbor Advisory Corp
New Hampshire
$708K -$1.47K -10 -0.2%
OC
757
Oakworth Capital
Alabama
$706K +$44.3K +301 +7%
DC
758
Davenport & Co
Virginia
$705K -$14.7K -100 -2%
ME
759
McIlrath & Eck
Washington
$703K -$44.4K -302 -6%
MPIA
760
Mountain Pacific Investment Advisers
Idaho
$702K
RWA
761
Ropes Wealth Advisors
Massachusetts
$698K +$50.6K +344 +8%
WA
762
WESPAC Advisors
California
$695K
CAG
763
Crestwood Advisors Group
Massachusetts
$680K
Simplex Trading
764
Simplex Trading
Illinois
$679K +$669K +4,543 New
CCG
765
Chatham Capital Group
Georgia
$676K -$118K -800 -15%
RP
766
Rowlandmiller & Partners
Georgia
$672K -$9.42K -64 -1%
CAM
767
Concorde Asset Management
Michigan
$669K -$81.7K -555 -11%
MPM
768
Meritage Portfolio Management
Kansas
$668K
WPP
769
Whalerock Point Partners
Rhode Island
$668K
1WA
770
180 Wealth Advisors
Washington
$666K +$736 +5 +0.1%
CPP
771
Crow Point Partners
Massachusetts
$663K
HA
772
Harfst & Associates
Wyoming
$662K
RFA
773
Reilly Financial Advisors
California
$653K +$25.5K +173 +4%
TL
774
TrueWealth LLC
Georgia
$650K -$11K -75 -2%
AAM
775
American Asset Management
Florida
$647K -$7.36K -50 -1%