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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Elmwood Wealth Management
California
$486K – – –
Alesco Advisors
1202
Alesco Advisors
New York
$485K -$152K -906 -24%
SSWG
1203
Seven Springs Wealth Group
Tennessee
$484K – – –
RA
1204
Riverstone Advisors
Texas
$476K -$116K -691 -20%
Greenwood Capital Associates
1205
Greenwood Capital Associates
South Carolina
$474K – – –
BCM
1206
Brookmont Capital Management
Texas
$473K – – –
KPWG
1207
KFA Private Wealth Group
Virginia
$473K +$467K +2,779 New
HIP
1208
Harrell Investment Partners
Texas
$464K +$61.7K +367 +16%
ClearBridge Investments
1209
ClearBridge Investments
New York
$460K – – –
BWM
1210
BCS Wealth Management
Tennessee
$459K – – –
BCP
1211
Berkeley Capital Partners
Georgia
$456K -$21.5K -128 -5%
Boston Financial Management
1212
Boston Financial Management
Massachusetts
$455K – – –
CCM
1213
Consolidated Capital Management
California
$455K – – –
Foundations Investment Advisors
1214
Foundations Investment Advisors
Arizona
$454K -$56.3K -335 -11%
Ironwood Investment Counsel
1215
Ironwood Investment Counsel
Arizona
$453K +$118K +703 +36%
MIM
1216
Moseley Investment Management
Florida
$451K -$74.2K -441 -14%
TF
1217
TRH Financial
Iowa
$449K -$14.5K -86 -3%
Thompson Siegel & Walmsley
1218
Thompson Siegel & Walmsley
Virginia
$448K +$8.41K +50 +2%
HCM
1219
Hudson Capital Management
New Jersey
$448K +$91K +541 +26%
FWM
1220
Frontier Wealth Management
Missouri
$444K -$7.9K -47 -2%
HCP
1221
Holt Capital Partners
Texas
$441K – – –
Prio Wealth Limited Partnership
1222
Prio Wealth Limited Partnership
Massachusetts
$440K -$15.6K -93 -3%
PCM
1223
Pointe Capital Management
Michigan
$440K +$168 +1 +0%
FP
1224
Financial Perspectives
Minnesota
$438K -$42.9K -255 -9%
JWM
1225
Jackson Wealth Management
Florida
$437K – – –