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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Wealth Management
1601
Calamos Wealth Management
Illinois
$663K – – –
CA
1602
Crewe Advisors
Utah
$663K +$11.6K +49 +2%
FA
1603
FDx Advisors
Illinois
$663K +$62.1K +263 +11%
AWC
1604
Adamsbrown Wealth Consultants
Kansas
$662K +$648K +2,743 New
EWM
1605
Elmwood Wealth Management
California
$662K +$648K +2,743 New
MSR
1606
Main Street Research
Connecticut
$659K +$112K +474 +21%
HFS
1607
Heritage Financial Services
Massachusetts
$658K +$644K +2,728 New
LFA
1608
Landmark Financial Advisors
Kentucky
$655K -$323K -1,370 -34%
CB
1609
CNB Bank
Pennsylvania
$654K +$2.13K +9 +0.3%
Riverbridge Partners
1610
Riverbridge Partners
Minnesota
$654K +$256K +1,083 +67%
Bogart Wealth LLC
1611
Bogart Wealth LLC
Virginia
$652K +$206K +874 +48%
VW
1612
Vance Wealth
California
$652K +$637K +2,699 New
WA
1613
Waddell & Associates
Tennessee
$650K +$3.78K +16 +0.6%
RA
1614
Riverstone Advisors
Texas
$648K -$69.4K -294 -10%
JWM
1615
JGP Wealth Management
Oregon
$648K +$645K +2,732 New
Larson Financial Group
1616
Larson Financial Group
Missouri
$646K +$75.5K +320 +14%
TCM
1617
Tandem Capital Management
New Jersey
$645K +$68.5K +290 +12%
CFCI
1618
Comprehensive Financial Consultants Institutional
Indiana
$644K +$687K +2,911 New
BCCM
1619
Bridge Creek Capital Management
Massachusetts
$643K – – –
PTP
1620
Platform Technology Partners
New York
$640K +$708 +3 +0.1%
IIC
1621
Ironwood Investment Counsel
Arizona
$638K -$10.4K -44 -2%
BI
1622
Berkeley Inc
Idaho
$636K -$68.5K -290 -10%
AP
1623
Appleton Partners
Massachusetts
$635K -$16.8K -71 -3%
PCA
1624
Providence Capital Advisors
North Carolina
$631K – – –
AMCA
1625
Arthur M. Cohen & Associates
Illinois
$631K +$2.13K +9 +0.3%