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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
926
Retirement Group
California
$992K +$950K +6,063 New
PG
927
Prostatis Group
Maryland
$992K +$950K +6,063 New
CAM
928
Covenant Asset Management
New Jersey
$983K +$18K +115 +2%
FFA
929
Fragasso Financial Advisors
Pennsylvania
$979K – – –
OPCM
930
Osborne Partners Capital Management
California
$975K -$261K -1,663 -22%
MLL
931
Moody Lynn & Lieberson
Massachusetts
$972K -$53.1K -339 -5%
MJRIC
932
Mogy Joel R Investment Counsel
California
$971K +$3.13K +20 +0.3%
MSR
933
Main Street Research
Connecticut
$965K +$157 +1 +0%
GW
934
GW & Wade
Massachusetts
$959K +$95.7K +611 +12%
WAG
935
Winthrop Advisory Group
Massachusetts
$955K +$406K +2,591 +80%
Simplex Trading
936
Simplex Trading
Illinois
$952K +$912K +5,819 New
ATC
937
Adirondack Trust Company
New York
$939K +$332K +2,117 +58%
FCFC
938
First Citizens Financial Corp
Iowa
$935K +$895K +5,715 New
PWW
939
Pettyjohn Wood & White
Virginia
$923K +$71.9K +459 +9%
RMA
940
Roffman Miller Associates
Pennsylvania
$923K +$90.1K +575 +11%
BWM
941
BerganKDV Wealth Management
Minnesota
$923K +$265K +1,692 +43%
HWM
942
Hohimer Wealth Management
Washington
$922K +$883K +5,638 New
LWP
943
Legacy Wealth Planning
Nevada
$922K +$883K +5,638 New
MIM
944
Miller Investment Management
Pennsylvania
$911K – – –
BHIA
945
Birch Hill Investment Advisors
Massachusetts
$910K -$186K -1,190 -18%
AW
946
ACG Wealth
Georgia
$909K -$428K -2,730 -33%
GCA
947
Greenwood Capital Associates
South Carolina
$905K -$79.3K -506 -8%
BRG
948
Bay Rivers Group
Virginia
$905K +$867K +5,533 New
VHAM
949
Van Hulzen Asset Management
California
$898K +$2.19K +14 +0.3%
HP
950
HT Partners
Connecticut
$898K +$21.5K +137 +3%