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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1651
Thompson Siegel & Walmsley
Virginia
$1.3M +$143K +554 +13%
SBWIC
1652
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.3M +$94.7K +366 +8%
ANBT
1653
American National Bank & Trust
Texas
$1.29M +$38.8K +150 +3%
BWFA
1654
Baltimore-Washington Financial Advisors
Maryland
$1.29M +$691K +2,669 +124%
JAG
1655
Journey Advisory Group
Kentucky
$1.29M -$259 -1 -0%
MWPCG
1656
Measured Wealth Private Client Group
New Hampshire
$1.28M -$129K -497 -9%
SWM
1657
SFG Wealth Management
Maryland
$1.28M -$40.4K -156 -3%
NCM
1658
NCM Capital Management
New Jersey
$1.28M +$17.1K +66 +1%
PWP
1659
Pursue Wealth Partners
California
$1.28M +$107K +412 +9%
PW
1660
Peninsula Wealth
California
$1.28M +$374K +1,446 +45%
FWM
1661
Forza Wealth Management
Florida
$1.28M +$80.2K +310 +7%
MBFW
1662
Morton Brown Family Wealth
Pennsylvania
$1.28M
SAM
1663
Smithbridge Asset Management
Pennsylvania
$1.27M -$15.8K -61 -1%
OWA
1664
ORBA Wealth Advisors
Illinois
$1.27M +$25.1K +97 +2%
BI
1665
Berkeley Inc
Idaho
$1.27M +$290K +1,121 +31%
ONSWM
1666
Old North State Wealth Management
North Carolina
$1.27M
PCM
1667
Poehling Capital Management
Wisconsin
$1.27M
PWMG
1668
Private Wealth Management Group
New Jersey
$1.27M +$41.7K +161 +4%
JWM
1669
Jeppson Wealth Management
California
$1.27M
SFA
1670
Seneca Financial Advisors
New York
$1.26M +$15.3K +59 +1%
BCM
1671
Bayesian Capital Management
New York
$1.26M +$1.22M +4,700 New
FNT
1672
First Nebraska Trust
Nebraska
$1.26M +$1.22M +4,700 New
IWP
1673
IAG Wealth Partners
Wisconsin
$1.25M -$44.3K -171 -4%
NFA
1674
Northwest Financial Advisors
Virginia
$1.25M +$12.2K +47 +1%
RF
1675
Robinswood Financial
Washington
$1.25M +$42.4K +164 +4%