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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1526
Legacy Advisors
Pennsylvania
$847K
SM
1527
Sweeney & Michel
California
$843K +$792K +3,954 New
CWS
1528
Confluence Wealth Services
Pennsylvania
$842K +$4K +20 +0.5%
CFS
1529
CRA Financial Services
New Jersey
$840K -$1.2K -6 -0.1%
NCM
1530
NCM Capital Management
New Jersey
$839K
MFWP
1531
Mosaic Family Wealth Partners
Missouri
$837K +$134K +668 +19%
1W
1532
1776 Wealth
Georgia
$835K +$819K +4,091 New
SWP
1533
Summit Wealth Partners
Florida
$831K -$106K -532 -12%
WFM
1534
Wolff Financial Management
Michigan
$830K -$385K -1,925 -32%
TNBTD
1535
Trustmark National Bank Trust Department
Mississippi
$830K -$26.8K -134 -3%
SIMG
1536
Sonora Investment Management Group
Arizona
$829K -$3.4K -17 -0.4%
MW
1537
Marcum Wealth
Ohio
$829K +$55.6K +278 +7%
AFG
1538
Albion Financial Group
Utah
$828K -$78.7K -393 -9%
HAS
1539
HBW Advisory Services
California
$828K +$139K +694 +21%
EA
1540
Evergreen Advisors
Tennessee
$826K +$3.2K +16 +0.4%
BWM
1541
BigSur Wealth Management
Florida
$825K +$601 +3 +0.1%
MAWA
1542
Moss Adams Wealth Advisors
Washington
$822K -$606K -3,027 -43%
BCM
1543
Boltwood Capital Management
California
$817K -$18K -90 -2%
WIA
1544
World Investment Advisors
California
$813K +$8.21K +41 +1%
LRWA
1545
Long Run Wealth Advisors
New York
$812K
SGI
1546
Summit Global Investments
Utah
$812K +$601 +3 +0.1%
ES
1547
Eagle Strategies
New York
$809K -$92.3K -461 -10%
LCM
1548
Linker Capital Management
Kentucky
$804K
PCG
1549
Prosperity Consulting Group
Maryland
$804K +$3.2K +16 +0.4%
FCCM
1550
First City Capital Management
Georgia
$804K