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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1751
Jackson Wealth Management
Florida
$522K +$512K +2,559 New
SEM
1752
Strategic Equity Management
Arizona
$522K -$23.4K -117 -4%
Appleton Partners
1753
Appleton Partners
Massachusetts
$520K -$12.8K -64 -2%
AWA
1754
Alta Wealth Advisors
Massachusetts
$519K +$31K +155 +6%
IIM
1755
InTrack Investment Management
Vermont
$519K -$28K -140 -5%
Evolution Wealth Advisors
1756
Evolution Wealth Advisors
Florida
$518K – – –
Salomon & Ludwin
1757
Salomon & Ludwin
Virginia
$518K -$345K -1,721 -40%
Financial Synergies Wealth Advisors
1758
Financial Synergies Wealth Advisors
Texas
$517K -$17.8K -89 -3%
Gallagher Fiduciary Advisors
1759
Gallagher Fiduciary Advisors
Illinois
$516K +$507K +2,531 New
FBC
1760
Fairfield, Bush & Co
Connecticut
$511K -$7.81K -39 -2%
Jay A. Fishman Ltd
1761
Jay A. Fishman Ltd
Michigan
$510K – – –
AR
1762
Apeiron RIA
Texas
$510K +$31.4K +157 +7%
Providence Capital Advisors
1763
Providence Capital Advisors
North Carolina
$505K -$27.8K -139 -5%
DAM
1764
Derbend Asset Management
Georgia
$503K +$2K +10 +0.4%
TSWM
1765
Triangle Securities Wealth Management
North Carolina
$503K -$27K -135 -5%
Bienville Capital Management
1766
Bienville Capital Management
New York
$503K – – –
TFA
1767
Trinity Financial Advisors
Ohio
$502K +$23K +115 +5%
Apriem Advisors
1768
Apriem Advisors
California
$502K – – –
SFMG Wealth Advisors
1769
SFMG Wealth Advisors
Texas
$502K -$11.4K -57 -2%
RA
1770
Riverstone Advisors
Texas
$502K -$7.61K -38 -2%
Patten & Patten
1771
Patten & Patten
Tennessee
$501K +$8.41K +42 +2%
BCCM
1772
Bridge Creek Capital Management
Massachusetts
$500K +$7.81K +39 +2%
SC
1773
Sawyer & Company
Massachusetts
$500K +$7.61K +38 +2%
LW
1774
Lauer Wealth
Indiana
$497K +$485K +2,424 New
Horizon Kinetics Asset Management
1775
Horizon Kinetics Asset Management
New York
$497K -$65.1K -325 -12%