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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1526
Armbruster Capital Management
New York
$811K +$82.4K +349 +12%
FIG
1527
FundX Investment Group
California
$797K +$779K +3,300 New
Horizon Kinetics Asset Management
1528
Horizon Kinetics Asset Management
New York
$796K – – –
CNFG
1529
Creegan & Nassoura Financial Group
New Hampshire
$792K +$1.18K +5 +0.2%
DT
1530
Daniels + Tansey
Delaware
$791K – – –
F
1531
F3Logic
Minnesota
$788K -$15.6K -66 -2%
IWN
1532
Independent Wealth Network
Iowa
$788K +$15.8K +67 +2%
RFA
1533
RTD Financial Advisors
Pennsylvania
$786K +$768K +3,255 New
SA
1534
Strategic Advisors
New York
$784K -$34.5K -146 -4%
AIM
1535
Acropolis Investment Management
Missouri
$782K -$10.4K -44 -1%
FNWM
1536
Financial Network Wealth Management
Utah
$778K -$10.4K -44 -1%
UL
1537
Unionview LLC
Washington
$777K +$760K +3,220 New
LSPW
1538
Lake Street Private Wealth
Illinois
$774K +$397K +1,680 +110%
KPWG
1539
KFA Private Wealth Group
Virginia
$771K +$5.43K +23 +0.7%
CPA
1540
Court Place Advisors
Maryland
$769K +$1.42K +6 +0.2%
IIM
1541
InTrack Investment Management
Vermont
$768K – – –
CSWG
1542
Cardinal Strategic Wealth Guidance
Kentucky
$767K – – –
NF
1543
Norwood Financial
Pennsylvania
$765K +$748K +3,170 New
BAM
1544
Bellevue Asset Management
Washington
$763K -$9.68K -41 -1%
CW
1545
Cook Wealth
North Carolina
$761K +$795K +3,367 New
TSWM
1546
Triangle Securities Wealth Management
North Carolina
$758K -$66.1K -280 -8%
LAM
1547
LifePro Asset Management
California
$758K +$2.6K +11 +0.4%
BWM
1548
Baystate Wealth Management
Massachusetts
$758K +$4.25K +18 +0.6%
IP
1549
Intellectus Partners
California
$758K +$4.72K +20 +0.6%
BDWCC
1550
B&D White Capital Company
Texas
$756K -$3.09M -13,084 -81%