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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
226
Gleason Group
Kentucky
$44.3M +$10.8M +48,023 +33%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$44M +$956K +4,250 +2%
SMC
228
Smith, Moore & Co
Missouri
$43.5M +$1.45M +6,452 +3%
EAM
229
Evanson Asset Management
California
$43M +$605K +2,689 +1%
PG
230
Proffitt & Goodson
Tennessee
$42.5M +$1.9M +8,447 +5%
EK
231
Evensky & Katz
Florida
$42.4M +$10M +44,676 +32%
RW
232
REDW Wealth
New Mexico
$42.3M +$2.73M +12,120 +7%
LGWM
233
Litman Gregory Wealth Management
California
$42.2M -$120K -534 -0.3%
WCM
234
Windham Capital Management
Massachusetts
$42M +$5.62K +25 +0%
CAN
235
Cetera Advisor Networks
California
$41.9M -$857K -3,811 -2%
Bessemer Group
236
Bessemer Group
New Jersey
$41.8M -$1.88M -8,372 -4%
EH
237
Equitable Holdings
New York
$41.6M +$4.28M +19,039 +12%
OFP
238
OLIO Financial Planning
Virginia
$41.5M +$924K +4,110 +2%
WCWM
239
Wooster Corthell Wealth Management
Connecticut
$41M +$449K +1,996 +1%
FHA
240
Flagship Harbor Advisors
Massachusetts
$40.8M +$2.21M +9,813 +6%
BL
241
Balentine LLC
Georgia
$40.5M -$1.63M -7,257 -4%
WP
242
WealthPLAN Partners
Nebraska
$40.3M -$5.45M -24,241 -11%
WIM
243
WealthPlan Investment Management
Nebraska
$40.3M +$43.8M +194,982 New
WFA
244
Wade Financial Advisory
California
$40M +$5.94M +26,417 +18%
SFG
245
StrategIQ Financial Group
Indiana
$39.9M +$47.9K +213 +0.1%
UI
246
Unconventional Investor
New Hampshire
$39.6M +$4.69M +20,853 +14%
SHWM
247
Smith & Howard Wealth Management
Georgia
$39.3M +$455K +2,024 +1%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$38.5M +$3.25M +14,474 +9%
TWM
249
Tanager Wealth Management
United Kingdom
$38.4M +$561K +2,495 +2%
JFGLC
250
Johnson Financial Group LLC (Colorado)
Colorado
$38.4M +$441K +1,962 +1%