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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
2201
Flavin Financial Services
Florida
$780K +$786K +2,693 New
SVWG
2202
Shared Vision Wealth Group
United States
$777K
CWR
2203
Chico Wealth RIA
California
$777K -$235K -805 -23%
LA
2204
Legacy Advisors
Pennsylvania
$775K +$339K +1,161 +77%
GCA
2205
Greenwood Capital Associates
South Carolina
$774K +$10.2K +35 +1%
SIA
2206
Stegner Investment Associates
Kentucky
$773K +$778K +2,666 New
ATFA
2207
All Terrain Financial Advisors
Minnesota
$770K -$37.6K -129 -5%
JFG
2208
Jefferies Financial Group
New York
$769K +$214K +734 +38%
AWG
2209
Altus Wealth Group
Colorado
$769K +$875 +3 +0.1%
AFS
2210
AFG Fiduciary Services
Massachusetts
$769K -$35K -120 -4%
SFP
2211
Sandbox Financial Partners
Maryland
$768K -$17.8K -61 -2%
DWM
2212
Destination Wealth Management
California
$767K -$174K -595 -18%
GJWM
2213
Gilliland Jeter Wealth Management
Arkansas
$767K -$3.21K -11 -0.4%
IVP
2214
Intrinsic Value Partners
Arizona
$766K
EWM
2215
Elmwood Wealth Management
California
$764K -$60.4K -207 -7%
CLA
2216
Carnegie Lake Advisors
New Jersey
$764K
LT
2217
Legacy Trust
Michigan
$762K -$4.38K -15 -0.6%
EWA
2218
Evolution Wealth Advisors
Florida
$762K +$24.2K +83 +3%
LJAC
2219
L.J. Altfest & Co
New York
$762K -$13.4K -46 -2%
Legacy Financial Group (Iowa)
2220
Legacy Financial Group (Iowa)
Iowa
$761K +$766K +2,626 New
EIM
2221
Ervin Investment Management
Washington
$758K -$1.17K -4 -0.2%
SAA
2222
Southeast Asset Advisors
Georgia
$758K +$2.33K +8 +0.3%
DDC
2223
DF Dent & Co
Maryland
$758K
TFP
2224
Tilia Fiduciary Partners
North Carolina
$754K +$759K +2,602 New
GSC
2225
Ground Swell Capital
South Carolina
$754K +$759K +2,601 New