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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1501
Weatherly Asset Management
California
$303K – – –
Orgel Wealth Management
1502
Orgel Wealth Management
Wisconsin
$303K +$9.14K +50 +3%
LIM
1503
Loudon Investment Management
New Hampshire
$302K -$12.8K -70 -4%
VBFG
1504
Vishria Bird Financial Group
Tennessee
$302K – – –
FSG
1505
Financial Strategies Group
Michigan
$302K +$284K +1,554 New
GSIS
1506
Global Strategic Investment Solutions
Arizona
$301K -$14.8K -81 -5%
WA
1507
WP Advisors
California
$301K +$2.38K +13 +0.8%
SBF
1508
Sara-Bay Financial
Florida
$301K +$41.3K +226 +17%
PGIM
1509
Pacific Global Investment Management
California
$300K +$282K +1,543 New
CCM
1510
Condor Capital Management
New Jersey
$296K -$13.9K -76 -5%
WCA
1511
Westover Capital Advisors
Delaware
$296K +$2.92K +16 +1%
EWM
1512
Executive Wealth Management
Michigan
$292K -$25.8K -141 -9%
BAM
1513
Beaumont Asset Management
Texas
$292K -$12.1K -66 -4%
AA
1514
Argent Advisors
Louisiana
$292K +$54.8K +300 +25%
CCA
1515
Cadent Capital Advisors
Oklahoma
$292K +$274K +1,500 New
Two Sigma Advisers
1516
Two Sigma Advisers
New York
$292K +$274K +1,500 New
SHA
1517
Seneca House Advisors
Virginia
$291K -$73.1K -400 -21%
Williams Jones Wealth Management
1518
Williams Jones Wealth Management
New York
$291K +$4.57K +25 +2%
LJAC
1519
L.J. Altfest & Co
New York
$291K +$273K +1,496 New
SPC
1520
Stewart & Patten Company
California
$290K – – –
EW
1521
Emerson Wealth
Michigan
$289K – – –
BWP
1522
BSW Wealth Partners
Colorado
$289K +$183 +1 +0.1%
RWM
1523
RKL Wealth Management
Pennsylvania
$289K +$271K +1,485 New
Credit Suisse
1524
Credit Suisse
Switzerland
$289K +$272K +1,486 New
BHTS
1525
Bar Harbor Trust Services
Maine
$287K -$19.6K -107 -7%