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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
2426
Financial Connections Group
California
– -$1.32M -5,988 Closed
EFG
2427
Ethos Financial Group
Pennsylvania
– -$1.09M -5,354 Closed
CG
2428
Cutler Group
California
– -$1.15M -5,180 Closed
RWM
2429
Revisor Wealth Management
Ohio
– -$1.12M -5,104 Closed
PCI
2430
Planning Center Inc
Illinois
– -$979K -4,446 Closed
DP
2431
Divergent Planning
Maryland
– -$860K -3,906 Closed
YIH
2432
Y-Intercept (HK)
Hong Kong
– -$692K -3,140 Closed
AA
2433
Alesco Advisors
New York
– -$606K -2,749 Closed
SLWA
2434
San Luis Wealth Advisors
California
– -$590K -2,678 Closed
MFP
2435
Meridian Financial Partners
Virginia
– -$590K -2,617 Closed
VCM
2436
Vision Capital Management
Oregon
– -$576K -2,615 Closed
OAM
2437
Oppenheimer Asset Management
New York
– -$514K -2,335 Closed
XWM
2438
Xcel Wealth Management
Florida
– -$418K -1,899 Closed
RPCONE
2439
Retirement Planning Company of New England
Rhode Island
– -$385K -1,750 Closed
RWA
2440
Rooted Wealth Advisors
Illinois
– -$382K -1,736 Closed
W
2441
WorthPointe
California
– -$343K -1,559 Closed
GSIAS
2442
Garden State Investment Advisory Services
New Jersey
– -$324K -1,471 Closed
DS
2443
DRW Securities
Illinois
– -$304K -1,378 Closed
SPWM
2444
Straight Path Wealth Management
Michigan
– -$300K -1,362 Closed
LOPW
2445
Live Oak Private Wealth
North Carolina
– -$294K -1,333 Closed
MAS
2446
Meeder Advisory Services
Ohio
– -$290K -1,316 Closed
FPCG
2447
Forum Private Client Group
Indiana
– -$271K -1,232 Closed
PA
2448
Prossimo Advisors
California
– -$258K -1,172 Closed
WG
2449
Watchman Group
Texas
– -$257K -1,166 Closed
CWP
2450
Core Wealth Partners
California
– -$251K -1,138 Closed