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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1426
Intergy Private Wealth
Colorado
$1.01M +$24.3K +126 +2%
RA
1427
Rodgers & Associates
Pennsylvania
$1M +$16.2K +84 +2%
C
1428
Covestor
United Kingdom
$1M +$95.2K +494 +10%
GWM
1429
Grand Wealth Management
Michigan
$995K -$51.3K -266 -5%
FNC
1430
First National Corp
Massachusetts
$994K -$81.9K -425 -8%
RG
1431
Retirement Group
California
$994K +$985K +5,110 +5,678%
SSWM
1432
Sheets Smith Wealth Management
North Carolina
$993K +$20.6K +107 +2%
BBHC
1433
Brown Brothers Harriman & Co
New York
$992K
CPW
1434
Catalyst Private Wealth
California
$992K -$112K -581 -10%
RP
1435
Rowlandmiller & Partners
Georgia
$988K +$101K +524 +11%
TCBWMS
1436
Texas Capital Bank Wealth Management Services
Texas
$986K +$993K +5,155 New
SAM
1437
Smithbridge Asset Management
Pennsylvania
$965K +$6.75K +35 +0.7%
TCM
1438
True Capital Management
California
$963K +$971K +5,038 New
ACA
1439
Aspire Capital Advisors
Washington
$961K +$578K +3,000 +148%
PFA
1440
Professional Financial Advisors
Nebraska
$954K +$2.31K +12 +0.2%
BFA
1441
Bill Few Associates
Pennsylvania
$954K +$302K +1,568 +46%
BTWM
1442
Baker Tilly Wealth Management
Wisconsin
$951K -$286K -1,484 -23%
BOPW
1443
Brandywine Oak Private Wealth
Pennsylvania
$950K +$102K +530 +12%
FWM
1444
Forza Wealth Management
Florida
$948K +$956K +4,959 New
AC
1445
AlphaCore Capital
California
$948K +$799K +4,147 +511%
ONSWM
1446
Old North State Wealth Management
North Carolina
$948K +$4.63K +24 +0.5%
PCM
1447
Poehling Capital Management
Wisconsin
$946K
AWP
1448
Accretive Wealth Partners
New Jersey
$942K +$2.7K +14 +0.3%
W
1449
Wealthquest
Ohio
$940K -$5.01K -26 -0.5%
AA
1450
AF Advisors
California
$936K