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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1901
CPA Asset Management
Florida
$419K
RDFA
1902
Ritter Daniher Financial Advisory
Ohio
$419K +$20.6K +99 +5%
PFP
1903
Paragon Financial Partners
California
$419K -$18.4K -88 -4%
XWM
1904
Xcel Wealth Management
Florida
$418K
BRA
1905
Biechele Royce Advisors
Indiana
$418K -$27.5K -132 -7%
PIM
1906
Provident Investment Management
Michigan
$417K +$205K +982 +100%
RBFC
1907
Roman Butler Fullerton & Co
Missouri
$417K +$209 +1 +0.1%
OIS
1908
Okabena Investment Services
Minnesota
$416K -$3.75K -18 -0.9%
1IA
1909
1834 Investment Advisors
Wisconsin
$415K +$22.1K +106 +6%
RP
1910
Riverwater Partners
Wisconsin
$415K
DI
1911
Diligent Investors
California
$413K +$82K +393 +27%
CWM
1912
Core Wealth Management
Florida
$412K
FIC
1913
Family Investment Center
Missouri
$412K +$626 +3 +0.2%
PCG
1914
Prosperity Consulting Group
Maryland
$412K -$431K -2,068 -53%
BHPW
1915
Beverly Hills Private Wealth
California
$411K +$385K +1,846 New
MP
1916
McDonald Partners
Ohio
$411K +$10.4K +50 +3%
DL
1917
DOHJ LLC
Washington
$410K +$158K +759 +69%
M
1918
MYeCFO
California
$410K -$207K -993 -35%
HWM
1919
Horizons Wealth Management
North Carolina
$410K
SFP
1920
Sandbox Financial Partners
Maryland
$408K
BWM
1921
BCGM Wealth Management
Indiana
$408K +$386K +1,851 New
BHWM
1922
Bar Harbor Wealth Management
New Hampshire
$407K
CT
1923
Clearstead Trust
Maine
$405K +$13.8K +66 +4%
SBWIC
1924
Schaper Benz & Wise Investment Counsel
Wisconsin
$405K -$6.67K -32 -2%
VC
1925
Vestor Capital
Illinois
$405K -$20K -96 -5%