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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
751
CreativeOne Wealth
Kansas
$5.36M +$888K +3,949 +20%
KFS
752
Kaizen Financial Strategies
California
$5.35M +$2.52M +11,225 +91%
Segall Bryant & Hamill
753
Segall Bryant & Hamill
Illinois
$5.35M +$5.29M +23,501 New
ADL
754
Asset Dedication LLC
California
$5.33M +$1.31M +5,830 +33%
MCA
755
Martin Capital Advisors
Texas
$5.31M +$75.1K +334 +1%
WA1
756
Wimmer Associates 1
California
$5.29M -$106K -470 -2%
IGWM
757
ICA Group Wealth Management
Colorado
$5.27M +$5.74M +25,518 New
EPWM
758
Essex Private Wealth Management
Massachusetts
$5.25M -$17.2M -76,654 -77%
SC
759
Sepio Capital
Utah
$5.23M +$322K +1,434 +7%
CTA
760
Chesley Taft & Associates
Illinois
$5.23M +$145K +643 +3%
Chicago Partners Investment Group
761
Chicago Partners Investment Group
Illinois
$5.21M +$323K +1,438 +6%
Capital Group Private Client Services
762
Capital Group Private Client Services
California
$5.2M +$4.2M +18,659 +445%
Banque Pictet & Cie
763
Banque Pictet & Cie
Switzerland
$5.18M – – –
PNAA
764
Pictet North America Advisors
Switzerland
$5.18M – – –
GIA
765
Gladstone Institutional Advisory
Florida
$5.14M +$247K +1,097 +5%
HA
766
Harfst & Associates
Wyoming
$5.12M -$53.1K -236 -1%
JWA
767
JFS Wealth Advisors
Pennsylvania
$5.08M +$47K +209 +0.9%
HP
768
HT Partners
Connecticut
$5.06M +$322K +1,430 +7%
TC
769
Tenret Company
Florida
$5.05M – – –
AGP
770
Autumn Glory Partners
Texas
$5.04M +$37.8K +168 +0.8%
NGA
771
Naples Global Advisors
Florida
$5.03M +$58K +258 +1%
ST
772
Sabal Trust
Florida
$5.03M -$94K -418 -2%
SWIM
773
Smallwood Wealth Investment Management
New Jersey
$5.02M -$121K -536 -2%
PFT
774
Providence First Trust
Arizona
$5M +$580K +2,577 +13%
SHGA
775
Sand Hill Global Advisors
California
$4.99M -$146K -651 -3%