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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USB
2126
Union Savings Bank
Connecticut
$856K -$39.2K -135 -4%
PIP
2127
Peachtree Investment Partners
Florida
$854K +$57.2K +197 +7%
PCM
2128
Permanent Capital Management
Illinois
$852K +$900K +3,099 New
UFF
2129
USA Financial Formulas
Michigan
$849K -$80.5K -277 -8%
MAA
2130
Matrix Asset Advisors
New York
$848K -$96.7K -333 -10%
KWM
2131
Kingsman Wealth Management
Florida
$847K +$895K +3,082 New
CPSAC
2132
Chas P. Smith & Associates (CPS)
Florida
$847K -$27.3K -94 -3%
HPM
2133
Hoxton Planning & Management
West Virginia
$847K -$59.3K -204 -6%
PAM
2134
Pacific Asset Management
Washington
$844K +$892K +3,072 New
AF
2135
Aldebaran Financial
$844K +$53.7K +185 +6%
CA
2136
Carson Advisory
Georgia
$843K
JWM
2137
Jackson Wealth Management
Florida
$842K
RFA
2138
Resurgent Financial Advisors
Georgia
$840K +$9.01K +31 +1%
FFO
2139
Fortitude Family Office
Arizona
$839K +$6.1K +21 +0.7%
BONH
2140
Bank of New Hampshire
New Hampshire
$838K +$10.2K +35 +1%
KFS
2141
Kaizen Financial Strategies
California
$838K
3AM
2142
3EDGE Asset Management
Florida
$837K +$885K +3,046 New
BFA
2143
Buttonwood Financial Advisors
Maryland
$835K -$25.3K -87 -3%
AIA
2144
Armor Investment Advisors
North Carolina
$833K -$4.65K -16 -0.5%
WCM
2145
Winebrenner Capital Management
Kentucky
$829K -$15.4K -53 -2%
VFP
2146
Vested Financial Planning
California
$828K
ETS
2147
ESL Trust Services
New York
$827K +$13.1K +45 +2%
RMCM
2148
Reynders McVeigh Capital Management
Massachusetts
$824K -$17.1K -59 -2%
OIA
2149
Optimum Investment Advisors
Illinois
$823K +$5.81K +20 +0.7%
CPA
2150
Cathy Pareto & Associates
Florida
$823K +$6.97K +24 +0.8%