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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
776
Curran Financial Partners
South Carolina
$3.52M +$33.3K +146 +0.9%
APG
777
Abacus Planning Group
South Carolina
$3.5M +$91.7K +402 +3%
BFG
778
Barber Financial Group
Kansas
$3.5M +$532K +2,335 +17%
GWM
779
Greenhouse Wealth Management
Connecticut
$3.49M +$11.6K +51 +0.3%
AIFAIM
780
American Institute for Advanced Investment Management
Arizona
$3.44M -$71.8K -315 -2%
W
781
WealthOne
New York
$3.43M +$134K +587 +4%
PIP
782
Peachtree Investment Partners
Florida
$3.42M +$397K +1,740 +13%
SLT
783
St Louis Trust
Missouri
$3.41M +$64.1K +281 +2%
AOWM
784
Alpha Omega Wealth Management
Virginia
$3.4M -$95.8K -420 -3%
PMG
785
ProVise Management Group
Florida
$3.38M -$228 -1 -0%
RPCA
786
Running Point Capital Advisors
California
$3.38M -$254K -1,116 -7%
VIP
787
Vantage Investment Partners
Missouri
$3.37M – – –
KBFS
788
Kohmann Bosshard Financial Services
Ohio
$3.31M -$2.05K -9 -0.1%
HIA
789
Harbor Investment Advisory
Maryland
$3.29M +$209K +918 +7%
PA
790
Parkside Advisors
California
$3.29M +$790K +3,466 +31%
GG
791
Gofen & Glossberg
Illinois
$3.27M -$309K -1,357 -8%
SFP
792
Strategic Financial Planning
Texas
$3.27M +$38.1K +167 +1%
BCPWM
793
Bradley & Co Private Wealth Management
Florida
$3.25M -$80.7K -354 -2%
DDPIC
794
Deroy & Devereaux Private Investment Counsel
Michigan
$3.25M +$167K +733 +5%
LAS
795
Lloyd Advisory Services
Georgia
$3.23M +$3.32M +14,565 New
TF
796
TimeScale Financial
Massachusetts
$3.21M -$10.3K -45 -0.3%
MOS
797
MGO One Seven
Ohio
$3.2M +$862K +3,782 +39%
LIG
798
Lokken Investment Group
Delaware
$3.19M +$52K +228 +2%
CA
799
Claro Advisors
Massachusetts
$3.19M +$936K +4,103 +40%
LFAS
800
Level Four Advisory Services
Texas
$3.18M -$3.53M -15,471 -52%