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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
976
Robertson Stephens Wealth Management
California
$492K +$754 +5 +0.2%
WAG
977
Winthrop Advisory Group
Massachusetts
$490K +$176K +1,168 +56%
CSIC
978
Clifford Swan Investment Counsel
California
$488K
DWA
979
Douglass Winthrop Advisors
New York
$487K -$7.54K -50 -2%
FA
980
FDx Advisors
Illinois
$484K -$4.88M -32,404 -91%
MA
981
Montag & Associates
Georgia
$483K -$89.7K -595 -16%
Principal Financial Group
982
Principal Financial Group
Iowa
$481K -$115K -766 -19%
BWA
983
BDO Wealth Advisors
Florida
$480K -$48.1K -319 -9%
CA
984
Continuum Advisory
Idaho
$479K
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$479K
LF
986
Lee Financial
Texas
$478K
IAA
987
Independent Advisor Alliance
North Carolina
$478K +$459K +3,047 New
RWA
988
Redhawk Wealth Advisors
Minnesota
$477K +$1.81K +12 +0.4%
PWA
989
Peterson Wealth Advisors
Utah
$474K +$301 +2 +0.1%
CCA
990
Checchi Capital Advisers
California
$474K +$255K +1,690 +117%
PWAG
991
Polaris Wealth Advisory Group
California
$471K +$25.2K +167 +5%
GM
992
GeoWealth Management
Illinois
$469K +$214K +1,422 +85%
FSCM
993
Front Street Capital Management
Montana
$467K -$20.3K -135 -4%
KAH
994
Kathryn A. Hall
$465K -$22.6K -150 -5%
CPIG
995
Chicago Partners Investment Group
Illinois
$465K -$15.4K -102 -3%
BIA
996
BHK Investment Advisors
Alabama
$465K -$5.43K -36 -1%
OIA
997
Optimum Investment Advisors
Illinois
$465K +$99.5K +660 +27%
CA
998
Crewe Advisors
Utah
$460K -$16.3K -108 -3%
TC
999
TownSquare Capital
Utah
$459K -$8.59K -57 -2%
ZIC
1000
ZWJ Investment Counsel
Georgia
$458K