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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
801
Two Sigma Securities
New York
$227K -$45.5K -380 -17%
KFA
802
Kelleher Financial Advisors
New York
$227K
SQA
803
Simon Quick Advisors
New Jersey
$223K -$31K -259 -12%
CIM
804
Confluence Investment Management
Missouri
$221K -$324K -2,708 -60%
FFSOTS
805
Fiduciary Financial Services of The Southwest
Texas
$220K -$76.6K -640 -26%
MC
806
Matisse Capital
Oregon
$219K +$216K +1,805 New
FIM
807
Freedom Investment Management
Connecticut
$218K -$10.2K -85 -5%
HCIA
808
Hochman Cole Investment Advisors
Illinois
$216K -$19.6K -164 -8%
LSC
809
Lesa Sroufe & Co
Washington
$216K +$213K +1,780 New
PWM
810
Patriot Wealth Management
Texas
$213K -$69.5K -580 -25%
SC
811
Scotia Capital
Ontario, Canada
$209K -$43.6K -364 -17%
PP
812
Patten & Patten
Tennessee
$209K -$13.3K -111 -6%
BWFM
813
Bridgewater Wealth & Financial Management
Maryland
$209K +$207K +1,726 New
CAPTRUST Financial Advisors
814
CAPTRUST Financial Advisors
North Carolina
$208K -$13.2K -110 -6%
WSFS
815
Wilmington Savings Fund Society
Delaware
$207K -$10.2K -85 -5%
DCM
816
Donaldson Capital Management
Indiana
$207K +$205K +1,708 New
AW
817
ACG Wealth
Georgia
$206K +$204K +1,702 New
TAIM
818
TD Ameritrade Investment Management
Nebraska
$205K +$183K +1,531 +957%
Toronto Dominion Bank
819
Toronto Dominion Bank
Ontario, Canada
$204K +$15.3K +128 +8%
GT
820
Greenleaf Trust
Michigan
$203K +$200K +1,670 New
B
821
BancorpSouth
Mississippi
$203K +$200K +1,671 New
GWCM
822
Godshalk Welsh Capital Management
Pennsylvania
$202K +$199K +1,665 New
MPM
823
Meritage Portfolio Management
Kansas
$202K +$200K +1,666 New
BKA
824
Brick & Kyle Associates
Pennsylvania
$186K +$359 +3 +0.2%
IPC
825
Independent Portfolio Consultants
Florida
$184K