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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
2251
Diversified
Delaware
$402K +$382K +1,546 New
KWM
2252
Keebeck Wealth Management
Illinois
$400K
TFA
2253
Tobias Financial Advisors
Florida
$399K
SCM
2254
Sage Capital Management
New Jersey
$397K +$742 +3 +0.2%
SMAM
2255
Sugar Maple Asset Management
Wisconsin
$396K +$377K +1,524 New
MCP
2256
Mirador Capital Partners
California
$395K
QPWM
2257
Quadrant Private Wealth Management
Pennsylvania
$394K +$2.47K +10 +0.7%
LA
2258
Legacy Advisors
Pennsylvania
$393K -$850K -3,435 -69%
OFA
2259
Onyx Financial Advisors
Idaho
$393K -$1.24K -5 -0.3%
EIP
2260
Ellis Investment Partners
Pennsylvania
$392K +$40.8K +165 +12%
EFA
2261
Edge Financial Advisors
Illinois
$390K +$371K +1,500 New
RPA
2262
Rock Point Advisors
Vermont
$390K
CFO
2263
Collective Family Office
Pennsylvania
$390K
RDIA
2264
RE Dickinson Investment Advisors
Iowa
$388K -$25K -101 -6%
Retirement Systems of Alabama
2265
Retirement Systems of Alabama
Alabama
$387K
CBC
2266
Coombe, Bender & Co
New York
$386K -$73.2K -296 -17%
IFWM
2267
Institute for Wealth Management
Colorado
$385K -$27.2K -110 -7%
AWM
2268
Affinity Wealth Management
Delaware
$384K -$990 -4 -0.3%
B
2269
BetterWealth
California
$382K -$242K -980 -40%
1832 Asset Management
2270
1832 Asset Management
Ontario, Canada
$382K -$79.2K -320 -18%
FFM
2271
Flagstone Financial Management
Nebraska
$381K +$6.68K +27 +2%
SFS
2272
Sharp Financial Services
Pennsylvania
$381K +$115K +466 +47%
AA
2273
Addison Advisors
Vermont
$378K +$26.7K +108 +8%
VWM
2274
Vivid Wealth Management
Iowa
$378K +$360K +1,456 New
NCM
2275
Novare Capital Management
North Carolina
$378K +$360K +1,454 New