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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1776
Lyell Wealth Management
California
$458K +$74.8K +317 +20%
SAM
1777
Secure Asset Management
Michigan
$456K +$116K +492 +35%
AWM
1778
Avondale Wealth Management
Texas
$453K
DP
1779
Dearborn Partners
Illinois
$452K
KMWM
1780
Keudell/Morrison Wealth Management
Oregon
$451K -$5.43K -23 -1%
CA
1781
Carson Advisory
Georgia
$450K +$440K +1,863 New
LA
1782
LVW Advisors
New York
$449K -$758K -3,212 -63%
KFI
1783
Key Financial Inc
Pennsylvania
$447K
T. Rowe Price Associates
1784
T. Rowe Price Associates
Maryland
$447K
DFS
1785
Dixon Fnancial Services
California
$447K +$437K +1,850 New
DJSG
1786
D.J. St. Germain
Massachusetts
$446K -$47.5K -201 -10%
OFS
1787
Orrstown Financial Services
Pennsylvania
$446K +$104K +441 +31%
RPCONE
1788
Retirement Planning Company of New England
Rhode Island
$446K +$437K +1,850 New
BWM
1789
BCGM Wealth Management
Indiana
$444K +$944 +4 +0.2%
LJCM
1790
Lee Johnson Capital Management
Texas
$444K +$434K +1,840 New
IFWM
1791
Institute for Wealth Management
Colorado
$441K
TWM
1792
Tradition Wealth Management
Minnesota
$440K -$708 -3 -0.2%
SI
1793
SimpliFi Inc
California
$438K +$22.2K +94 +5%
AL
1794
ADE LLC
Maryland
$438K +$75.1K +318 +21%
WFAG
1795
Wescott Financial Advisory Group
Pennsylvania
$435K +$140K +591 +49%
CA
1796
Claris Advisors
Missouri
$435K +$426K +1,803 New
VC
1797
Veracity Capital
Georgia
$434K +$16.1K +68 +4%
WWA
1798
WC Walker & Associates
California
$434K +$436K +1,848 New
WJWM
1799
Williams Jones Wealth Management
New York
$429K +$9.44K +40 +2%
LJAC
1800
L.J. Altfest & Co
New York
$429K +$12.3K +52 +3%