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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
1426
Xcel Wealth Management
Florida
$394K +$6.4K +35 +2%
CCM
1427
Ciovacco Capital Management
Georgia
$394K +$370K +2,025 New
NCMW
1428
Northern Capital Management (Washington)
Washington
$391K +$367K +2,009 New
Shufro Rose & Co
1429
Shufro Rose & Co
New York
$391K +$367K +2,009 New
CNFG
1430
Creegan & Nassoura Financial Group
New Hampshire
$389K – – –
SC
1431
Solstein Capital
California
$389K – – –
Deltec Asset Management
1432
Deltec Asset Management
New York
$386K – – –
Cape Cod Five Cents Savings Bank
1433
Cape Cod Five Cents Savings Bank
Massachusetts
$385K – – –
IDA
1434
Intelligence Driven Advisers
California
$385K – – –
Foster & Motley
1435
Foster & Motley
Ohio
$381K – – –
BWM
1436
BCGM Wealth Management
Indiana
$380K +$335K +1,833 New
HM Payson & Co
1437
HM Payson & Co
Maine
$379K +$366 +2 +0.1%
MIC
1438
Meridian Investment Counsel
California
$377K – – –
Heartwood Wealth Advisors
1439
Heartwood Wealth Advisors
Virginia
$376K – – –
Apollon Wealth Management
1440
Apollon Wealth Management
South Carolina
$373K -$332K -1,815 -49%
Ellenbecker Investment Group
1441
Ellenbecker Investment Group
Wisconsin
$372K +$42.8K +234 +14%
Meridian Wealth Advisors
1442
Meridian Wealth Advisors
Texas
$369K -$263K -1,440 -43%
Martel Wealth Advisors
1443
Martel Wealth Advisors
Washington
$367K +$27.8K +152 +9%
Pillar Pacific Capital Management
1444
Pillar Pacific Capital Management
California
$367K -$69.6K -381 -17%
D.J. St. Germain
1445
D.J. St. Germain
Massachusetts
$366K +$43.5K +238 +15%
Whitney & Co
1446
Whitney & Co
New York
$366K +$333K +1,823 New
CCM
1447
Crabel Capital Management
California
$366K +$344K +1,880 New
CI
1448
Chartist Inc
California
$365K -$17K -93 -5%
AWM
1449
Avondale Wealth Management
Texas
$365K – – –
T. Rowe Price Associates
1450
T. Rowe Price Associates
Maryland
$360K – – –