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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Doyle Wealth Management
Florida
$1.2M -$123K -786 -10%
RWP
877
RWA Wealth Partners
Massachusetts
$1.19M -$10.2K -65 -0.9%
WP
878
WealthSource Partners
California
$1.19M -$154K -980 -12%
PA
879
Perennial Advisors
New York
$1.19M -$37.6K -240 -3%
GVAG
880
Great Valley Advisor Group
Delaware
$1.18M -$7.52K -48 -0.7%
H
881
HoyleCohen
California
$1.17M +$15.4K +98 +1%
JWS
882
Juncture Wealth Strategies
Arizona
$1.17M -$183K -1,166 -14%
NAS
883
Nicolet Advisory Services
Wisconsin
$1.17M -$44.2K -282 -4%
Neuberger Berman Group
884
Neuberger Berman Group
New York
$1.17M -$470 -3 -0%
Kayne Anderson Rudnick Investment Management
885
Kayne Anderson Rudnick Investment Management
California
$1.16M +$15.7K +100 +1%
ST
886
Spinnaker Trust
Maine
$1.16M +$423K +2,697 +62%
SWM
887
Sequoia Wealth Management
Illinois
$1.16M -$7.4M -47,262 -87%
VCM
888
Vigilant Capital Management
Maine
$1.16M +$161K +1,030 +17%
WP
889
WealthShield Partners
North Carolina
$1.15M +$8.3K +53 +0.8%
IFS
890
Ifrah Financial Services
Arkansas
$1.15M +$21.8K +139 +2%
SWM
891
SVA Wealth Management
Wisconsin
$1.15M -$21.6K -138 -2%
PMFA
892
Plante Moran Financial Advisors
Michigan
$1.14M -$1M -6,403 -48%
FNBT
893
FineMark National Bank & Trust
Florida
$1.13M +$34.3K +219 +3%
SIA
894
Soltis Investment Advisors
Utah
$1.13M +$1.08M +6,898 New
KOMWMG
895
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.13M +$1.08M +6,902 New
WA
896
Wealth Architects
California
$1.12M +$110K +701 +11%
EFS
897
Essex Financial Services
Connecticut
$1.12M +$493K +3,146 +85%
BDF
898
Black Diamond Financial
Maryland
$1.11M +$323K +2,059 +43%
RHBC
899
R.H. Bluestein & Co
Michigan
$1.11M – – –
CCM
900
Coldstream Capital Management
Washington
$1.1M -$77.9K -497 -7%