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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1626
Pinnacle Wealth Management Group
Michigan
$471K +$35.5K +178 +7%
DWM
1627
Defined Wealth Management
Oregon
$471K +$83.1K +417 +19%
KFA
1628
Kelleher Financial Advisors
New York
$470K – – –
DDC
1629
DF Dent & Co
Maryland
$469K – – –
PCA
1630
Providence Capital Advisors
North Carolina
$469K – – –
VC
1631
Veracity Capital
Georgia
$469K +$117K +587 +29%
SIAG
1632
Safeguard Investment Advisory Group
California
$469K +$261K +1,312 +101%
MBTD
1633
Mechanics Bank - Trust Department
California
$467K – – –
LWP
1634
Laurel Wealth Planning
Minnesota
$467K +$199 +1 +0%
HWA
1635
HCR Wealth Advisors
California
$466K +$14.3K +72 +3%
TWP
1636
Tower Wealth Partners
Pennsylvania
$465K – – –
PWM
1637
Praetorian Wealth Management
California
$465K +$520K +2,611 New
PFG
1638
Pinnacle Financial Group
Illinois
$461K +$8.57K +43 +2%
PWW
1639
Pettyjohn Wood & White
Virginia
$459K – – –
IVP
1640
Intrinsic Value Partners
Arizona
$459K +$196K +985 +63%
JWM
1641
Jackson Wealth Management
Florida
$459K +$510K +2,559 New
EWA
1642
Evolution Wealth Advisors
Florida
$456K -$506K -2,540 -50%
AssetMark Inc
1643
AssetMark Inc
California
$456K -$6.98K -35 -1%
LIM
1644
Loudon Investment Management
New Hampshire
$456K +$76.5K +384 +18%
DWM
1645
Darwin Wealth Management
Florida
$454K -$58.6K -294 -11%
CWM
1646
Campbell Wealth Management
Virginia
$454K -$35.5K -178 -7%
PWC
1647
PYA Waltman Capital
Tennessee
$452K +$57.2K +287 +13%
PFG
1648
PAX Financial Group
Texas
$452K +$501K +2,516 New
FNT
1649
First National Trust
Pennsylvania
$451K -$76.7K -385 -13%
BAM
1650
Bellevue Asset Management
Washington
$451K +$199 +1 +0%