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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
2051
Matrix Asset Advisors
New York
$990K
MI
2052
Moneywise Inc
Virginia
$989K +$260K +891 +35%
GIA
2053
GHP Investment Advisors
Colorado
$984K +$171K +585 +21%
BC
2054
Burney Company
Virginia
$982K -$4.96K -17 -0.5%
KWS
2055
Keystone Wealth Services
California
$982K +$41.7K +143 +4%
FDDB
2056
Fidelity D&D Bancorp
Pennsylvania
$976K +$1.17K +4 +0.1%
WPP
2057
Whalerock Point Partners
Rhode Island
$976K
UFF
2058
USA Financial Formulas
Michigan
$976K -$55.7K -191 -5%
ES
2059
Eagle Strategies
New York
$975K +$3.5K +12 +0.4%
UL
2060
Unionview LLC
Washington
$972K +$12.8K +44 +1%
HAC
2061
Harbor Advisory Corp
New Hampshire
$970K -$135K -461 -12%
CCA
2062
Cora Capital Advisors
New Jersey
$970K +$5.83K +20 +0.6%
MFG
2063
Midwest Financial Group
Kansas
$969K +$27.4K +94 +3%
HSG
2064
Helen Stephens Group
Texas
$967K -$591K -2,026 -38%
SEM
2065
Strategic Equity Management
Arizona
$967K +$260K +892 +36%
AWM
2066
Affinity Wealth Management
Delaware
$965K +$408K +1,399 +72%
RPSA
2067
Richard P. Slaughter Associates
Texas
$962K -$69.7K -239 -7%
VIPI
2068
Vista Investment Partners II
Indiana
$962K +$968K +3,318 New
VCM
2069
Vision Capital Management
Oregon
$959K -$45.5K -156 -5%
FWP
2070
Forefront Wealth Partners
Texas
$958K +$964K +3,305 New
HNB
2071
Hilltop National Bank
Wyoming
$957K +$21.9K +75 +2%
OFG
2072
Opulen Financial Group
Virginia
$956K +$963K +3,300 New
VFG
2073
V2 Financial group
Illinois
$956K
FL
2074
FreeGulliver LLC
Louisiana
$956K -$33.6K -115 -3%
SSWM
2075
Sheets Smith Wealth Management
North Carolina
$956K -$834K -2,860 -46%