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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1201
Phoenix Investment Adviser
New York
$201K
KLI
1202
Kelman-Lazarov Inc
Tennessee
$201K +$197K +1,341 New
POIA
1203
Pin Oak Investment Advisors
Texas
$200K
CAM
1204
Close Asset Management
United Kingdom
$195K
MSFP
1205
Mark Sheptoff Financial Planning
Connecticut
$190K
CHC
1206
City Holding Co
West Virginia
$179K +$52.3K +355 +43%
RTC
1207
Riverview Trust Company
Washington
$175K
IF
1208
Ironwood Financial
Arizona
$172K
WG
1209
Welch Group
Alabama
$166K -$79.5K -540 -33%
CBT
1210
Central Bank & Trust
Kentucky
$164K
TPWA
1211
TRUE Private Wealth Advisors
Oregon
$162K +$159K +1,083 New
AIM
1212
Axiom Investment Management
New York
$161K
RE
1213
RBC Europe
United Kingdom
$159K -$2.94K -20 -2%
ANBT
1214
American National Bank & Trust
Texas
$156K
IFAM
1215
Institutional & Family Asset Management
Colorado
$154K
PCP
1216
Proficio Capital Partners
Massachusetts
$150K
NCM
1217
New Capital Management
Texas
$142K +$442 +3 +0.3%
FMP
1218
Financial Management Professionals
Texas
$141K +$73.5K +499 +114%
Retirement Systems of Alabama
1219
Retirement Systems of Alabama
Alabama
$138K +$17.7K +120 +15%
SFSG
1220
Stearns Financial Services Group
North Carolina
$131K +$19K +129 +17%
BWM
1221
Baystate Wealth Management
Massachusetts
$129K +$442 +3 +0.4%
GCM
1222
Garland Capital Management
Washington
$120K
SMFS
1223
Squar Milner Financial Services
California
$119K -$229K -1,556 -66%
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
$113K
GI
1225
Gradient Investments
Minnesota
$113K +$24.6K +167 +29%