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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Hantz Financial Services
1701
Hantz Financial Services
Michigan
$93K +$5.3K +29 +6%
QCMNJ
1702
Quantum Capital Management (New Jersey)
New Jersey
$89K -$1.46K -8 -2%
FMP
1703
Financial Management Professionals
Texas
$88K +$731 +4 +0.9%
SIS
1704
Sound Income Strategies
Florida
$87K +$183 +1 +0.2%
CWP
1705
Concord Wealth Partners
Virginia
$85K +$80.2K +439 New
BAM
1706
Barrett Asset Management
New York
$83K – – –
GFPC
1707
Global Financial Private Client
Florida
$82.5K -$4.93K -27 -6%
PAIM
1708
Punch & Associates Investment Management
Minnesota
$82K -$12.1K -66 -14%
BHWM
1709
Bay Harbor Wealth Management
Maryland
$82K -$914 -5 -1%
SFG
1710
Sowa Financial Group
Rhode Island
$82K – – –
IWMA
1711
Ironwood Wealth Management (Arizona)
Arizona
$81K -$31.6K -173 -29%
OIM
1712
Oder Investment Management
California
$81K +$76.4K +418 New
FPS
1713
Fieldpoint Private Securities
Connecticut
$76K +$71.7K +392 New
RMC
1714
Resources Management Corp
Connecticut
$72K -$32.7K -179 -32%
CPWM
1715
Cypress Point Wealth Management
Texas
$72K +$67.4K +369 New
BWP
1716
Baldwin Wealth Partners
Massachusetts
$68K – – –
CH
1717
Canton Hathaway
Rhode Island
$66K +$62.1K +340 New
SPWG
1718
Sage Private Wealth Group
Illinois
$66K +$62.1K +340 New
POIA
1719
Pin Oak Investment Advisors
Texas
$62K – – –
MAWCM
1720
Mine & Arao Wealth Creation & Management
California
$62K +$183 +1 +0.3%
PWPS
1721
Pinnacle Wealth Planning Services
Ohio
$58K +$54.8K +300 New
TCM
1722
Tradewinds Capital Management
Washington
$56K +$7.86K +43 +17%
TFM
1723
TFC Financial Management
Massachusetts
$54K +$7.86K +43 +18%
MCM
1724
McMillion Capital Management
North Carolina
$54K +$50.3K +275 New
IRC
1725
Investors Research Corp
Georgia
$53K +$366 +2 +0.7%