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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$41.1M -$9.8M -50,862 -19%
DOA
227
D'Orazio & Associates
Virginia
$40.9M +$41.3M +214,044 New
CC
228
Cypress Capital
Tennessee
$40.4M +$1.58M +8,218 +4%
EPP
229
ETF Portfolio Partners
Kansas
$40.2M -$28.5K -148 -0.1%
LP
230
LGL Partners
Pennsylvania
$40.1M -$98.3K -510 -0.2%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$39.8M +$5.45M +28,301 +16%
SMA
232
Sage Mountain Advisors
Georgia
$39.7M +$210K +1,091 +0.5%
TFCP
233
Twin Focus Capital Partners
Massachusetts
$39.2M -$3.25M -16,871 -8%
CCB
234
Country Club Bank
Missouri
$39.2M +$3.74M +19,409 +10%
PPFA
235
Provida Pension Fund Administrator
Chile
$38.6M -$40.3M -209,340 -51%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$38.4M -$344K -1,783 -0.9%
PA
237
Pinnacle Associates
New York
$37.4M +$1.61M +8,379 +4%
HWM
238
Hassell Wealth Management
Louisiana
$37.2M +$35.9M +186,173 New
PMA
239
Prudent Man Advisors
Illinois
$37.2M -$6.91M -35,835 -16%
UOMF
240
University of Maryland Foundation
Maryland
$37.1M -$5.79M -30,056 -13%
MWM
241
MorganRosel Wealth Management
Colorado
$37M +$1.77M +9,175 +5%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37M -$3.17M -16,447 -8%
OAM
243
Oppenheimer Asset Management
New York
$36.8M +$29.6M +153,425 +394%
PG
244
Proffitt & Goodson
Tennessee
$36.4M +$261K +1,356 +0.7%
EAM
245
Evanson Asset Management
California
$36.3M -$530K -2,749 -1%
WP
246
WealthPLAN Partners
Nebraska
$36.1M +$33.6M +174,114 New
WIM
247
WealthPlan Investment Management
Nebraska
$36.1M +$225K +1,169 +0.7%
HSA
248
HBK Sorce Advisory
Pennsylvania
$35.7M +$18M +93,475 +100%
SHWM
249
Smith & Howard Wealth Management
Georgia
$35.7M -$3.15M -16,337 -8%
OBWP
250
O'Brien Wealth Partners
Massachusetts
$35.6M -$457K -2,370 -1%