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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1376
SEI Investments
Pennsylvania
$234K +$226K +1,441 New
KFA
1377
Kelleher Financial Advisors
New York
$233K -$9.87K -63 -4%
DI
1378
Diligent Investors
California
$233K +$9.71K +62 +5%
FFSOTS
1379
Fiduciary Financial Services of The Southwest
Texas
$232K
JIP
1380
JBJ Investment Partners
South Carolina
$231K -$11K -70 -5%
AF
1381
Apexium Financial
Texas
$231K +$221K +1,412 New
FWM
1382
FSA Wealth Management
Massachusetts
$228K +$219K +1,395 New
CWM
1383
Concentrum Wealth Management
California
$227K -$4.7K -30 -2%
MCA
1384
Magnolia Capital Advisors
Mississippi
$226K +$217K +1,383 New
SIAS
1385
Shine Investment Advisory Services
Colorado
$225K -$12.7K -81 -6%
WI
1386
Wedgewood Investors
Pennsylvania
$225K
JWM
1387
JGP Wealth Management
Oregon
$224K -$5.01K -32 -2%
MWM
1388
Marietta Wealth Management
Georgia
$223K -$17.5K -112 -8%
PCMC
1389
Private Capital Management (Colorado)
Colorado
$223K
PCMC
1390
Paragon Capital Management (Colorado)
Colorado
$223K +$783 +5 +0.4%
SFI
1391
SPC Financial Inc
Maryland
$222K +$212K +1,355 New
AAM
1392
Augustine Asset Management
Florida
$220K
TWP
1393
Tempus Wealth Planning
California
$220K +$211K +1,344 New
TI
1394
tru Independence
Oregon
$220K +$212K +1,351 New
CFO
1395
CVA Family Office
Colorado
$219K +$209K +1,337 New
OFS
1396
OneAscent Financial Services
Alabama
$219K +$210K +1,338 New
BHB
1397
Bank Hapoalim BM
Israel
$216K +$207K +1,319 New
BIP
1398
Blueprint Investment Partners
North Carolina
$216K +$207K +1,323 New
CTI
1399
Community Trust & Investment
Kentucky
$214K -$30.2K -193 -13%
HA
1400
HYA Advisors
Missouri
$214K +$205K +1,308 New