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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Grimes & Company
1576
Grimes & Company
Massachusetts
$715K +$14.3K +74 +2%
RCG
1577
Resource Consulting Group
Florida
$713K +$719K +3,729 New
CB
1578
CNB Bank
Pennsylvania
$713K +$193K +1,000 +37%
MPCG
1579
Matrix Private Capital Group
New York
$708K -$85.8K -445 -11%
BST
1580
Bath Savings Trust
Maine
$707K +$21.6K +112 +3%
CC
1581
Cornerstone Capital
California
$707K +$178K +926 +33%
MWP
1582
Meredith Wealth Planning
Illinois
$699K +$704K +3,654 New
Advance Capital Management
1583
Advance Capital Management
Michigan
$698K +$261K +1,353 +59%
PFA
1584
Pathway Financial Advisors
Vermont
$698K -$853K -4,427 -55%
CWA
1585
Cornerstone Wealth Advisors
Minnesota
$696K – – –
WMA
1586
West Michigan Advisors
Michigan
$695K -$428K -2,220 -38%
RCM
1587
Regency Capital Management
Hawaii
$695K – – –
ECM
1588
EagleClaw Capital Management
Massachusetts
$694K – – –
OFS
1589
OneAscent Financial Services
Alabama
$694K +$699K +3,629 New
SIC
1590
SJS Investment Consulting
Ohio
$694K -$148K -770 -18%
CCG
1591
Chatham Capital Group
Georgia
$694K – – –
OC
1592
Oakworth Capital
Alabama
$693K – – –
HI
1593
Hudock Inc
Pennsylvania
$693K +$29.5K +153 +4%
WPP
1594
Whalerock Point Partners
Rhode Island
$692K -$11.6K -60 -2%
F4L
1595
Fortune 45 LLC
Louisiana
$692K +$3.47K +18 +0.5%
ATFA
1596
All Terrain Financial Advisors
Minnesota
$691K +$771 +4 +0.1%
PCM
1597
Parsons Capital Management
Rhode Island
$690K -$20K -104 -3%
MWM
1598
Marion Wealth Management
Pennsylvania
$690K -$5.2K -27 -0.7%
VFG
1599
V2 Financial group
Illinois
$690K +$1.35K +7 +0.2%
TWM
1600
Thrive Wealth Management
Pennsylvania
$686K +$27.9K +145 +4%