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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1551
LifeGoal Wealth Advisors
New York
$2.55M +$559K +1,769 +30%
KAM
1552
KEB Asset Management
Illinois
$2.54M -$20.8K -66 -0.8%
AWM
1553
Austin Wealth Management
Texas
$2.52M +$73.9K +234 +3%
BSA
1554
Bull Street Advisors
Georgia
$2.52M +$411K +1,300 +20%
HWA
1555
HCR Wealth Advisors
California
$2.52M +$226K +715 +10%
CFFP
1556
Center for Financial Planning
Michigan
$2.52M +$30.3K +96 +1%
WPW
1557
Watershed Private Wealth
Illinois
$2.51M +$16.4K +52 +0.7%
TWD
1558
True Wealth Design
Ohio
$2.51M +$593K +1,876 +33%
OA
1559
Oxbow Advisors
Texas
$2.5M
AWE
1560
Avidian Wealth Enterprises
Texas
$2.5M +$87.2K +276 +4%
RA
1561
Rodgers & Associates
Pennsylvania
$2.5M -$30.6K -97 -1%
GAA
1562
Global Assets Advisory
Florida
$2.5M +$212K +671 +10%
CT
1563
Clearstead Trust
Maine
$2.5M -$272K -860 -10%
NWA
1564
New World Advisors
Massachusetts
$2.49M -$21.5K -68 -0.9%
CWA
1565
Cascade Wealth Advisors
Washington
$2.49M -$186K -590 -7%
PPWM
1566
Paragon Private Wealth Management
Kentucky
$2.49M -$301K -952 -11%
IAMOG
1567
Investors Asset Management of Georgia
Georgia
$2.48M +$97.9K +310 +4%
SWM
1568
Seed Wealth Management
Illinois
$2.48M -$15.8K -50 -0.7%
FOA
1569
Five Oceans Advisors
California
$2.47M -$275K -869 -10%
TWM
1570
Tradition Wealth Management
Minnesota
$2.47M -$20.5K -65 -0.9%
LA
1571
Latitude Advisors
Florida
$2.46M -$64.4K -204 -3%
KFP
1572
KMG Fiduciary Partners
Ohio
$2.46M +$6.95K +22 +0.3%
Sumitomo Mitsui Trust Group
1573
Sumitomo Mitsui Trust Group
Japan
$2.46M -$632K -2,000 -21%
FIA
1574
FNY Investment Advisers
New York
$2.46M +$2.37M +7,500 New
IWS
1575
Integrity Wealth Solutions
Colorado
$2.46M +$113K +357 +5%