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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1051
Kensington Asset Management
Texas
$6.85M +$2.12M +6,385 +46%
IAS
1052
IMA Advisory Services
Colorado
$6.84M +$317K +953 +5%
MWA
1053
Midland Wealth Advisors
Illinois
$6.81M -$25.3K -76 -0.4%
NFG
1054
Nations Financial Group
Iowa
$6.81M +$448K +1,348 +7%
AHC
1055
Anderson Hoagland & Co
Missouri
$6.79M +$2.34M +7,030 +53%
MF
1056
Montis Financial
Massachusetts
$6.75M -$35.6K -107 -0.5%
CIM
1057
Cambria Investment Management
California
$6.74M -$165K -496 -2%
SWM
1058
SilverOak Wealth Management
Minnesota
$6.72M -$9.65K -29 -0.1%
TWM
1059
Trevian Wealth Management
Massachusetts
$6.67M +$574K +1,724 +9%
AWA
1060
Arbor Wealth Advisors
Michigan
$6.65M +$562K +1,690 +9%
AI
1061
Accredited Investors
Minnesota
$6.64M -$586K -1,761 -8%
LWCFA
1062
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.64M -$99.8K -300 -2%
TPCW
1063
TD Private Client Wealth
New York
$6.63M -$1.09M -3,270 -14%
WPA
1064
West Paces Advisors
Georgia
$6.63M +$74.5K +224 +1%
GC
1065
Gilbert & Cook
Iowa
$6.61M +$123K +371 +2%
CIC
1066
Cutler Investment Counsel
Oregon
$6.61M -$121K -363 -2%
HIP
1067
Harrell Investment Partners
Texas
$6.61M -$38.6K -116 -0.6%
GL
1068
Governors Lane
New York
$6.6M +$6.55M +19,677 New
AUB
1069
Atlantic Union Bankshares
Virginia
$6.6M -$34.6K -104 -0.5%
NLA
1070
Northern Lights Advisors
Washington
$6.59M +$6.54M +19,663 New
GWL
1071
Generations Wealth LLC
Ohio
$6.58M +$6.52M +19,613 New
PMFA
1072
Plante Moran Financial Advisors
Michigan
$6.57M +$82.2K +247 +1%
WA1
1073
Wimmer Associates 1
California
$6.57M -$141K -425 -2%
IW
1074
Integrated Wealthcare
North Carolina
$6.54M +$6.49M +19,507 New
IF
1075
Intrua Financial
Texas
$6.53M +$945K +2,842 +17%