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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1926
Weatherly Asset Management
California
$364K – – –
1IA
1927
1834 Investment Advisors
Wisconsin
$363K – – –
SIC
1928
SJS Investment Consulting
Ohio
$363K -$370K -1,849 -51%
SIS
1929
Strategic Investment Solutions
Illinois
$363K -$12K -60 -3%
WAG
1930
Windsor Advisory Group
Ohio
$363K -$20.4K -102 -5%
FF
1931
Francis Financial
$363K +$356K +1,778 New
RCYC
1932
Richard C. Young & Co
Rhode Island
$363K +$1.4K +7 +0.4%
CT
1933
Clearstead Trust
Maine
$362K +$200 +1 +0.1%
IA
1934
IFG Advisors
Missouri
$361K -$251K -1,252 -41%
FA
1935
Fagan Associates
New York
$361K +$36.6K +183 +12%
SDWIA
1936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$361K -$200 -1 -0.1%
MKA
1937
M. Kulyk & Associates
Georgia
$361K – – –
CWM
1938
Chemistry Wealth Management
New York
$359K -$13K -65 -4%
FC
1939
Fulcrum Capital
Washington
$359K – – –
RPCONE
1940
Retirement Planning Company of New England
Rhode Island
$357K – – –
TWM
1941
Tradition Wealth Management
Minnesota
$357K +$3.2K +16 +0.9%
LJCM
1942
Lee Johnson Capital Management
Texas
$357K -$126K -629 -26%
MM
1943
Meridian Management
Arkansas
$356K +$349K +1,743 New
CFP
1944
Cypress Financial Planning
New Jersey
$354K -$17K -85 -5%
MWM
1945
Maltin Wealth Management
New Jersey
$353K – – –
PTP
1946
Platform Technology Partners
New York
$352K -$206K -1,027 -37%
UCB
1947
United Community Bank
South Carolina
$349K -$3K -15 -0.9%
LWP
1948
Laurel Wealth Planning
Minnesota
$349K -$138K -690 -29%
HWM
1949
HighMark Wealth Management
Minnesota
$348K +$3.4K +17 +1%
EBA
1950
Eagle Bay Advisors
New York
$347K – – –