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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$41.6M +$1.77M +8,853 +5%
BW
227
BIP Wealth
Georgia
$41.2M +$40.5M +202,249 New
PA
228
Pinnacle Associates
New York
$40.9M +$944K +4,716 +2%
HIP
229
HUB Investment Partners
Texas
$40.9M +$40.1M +200,169 New
OFW
230
Omnia Family Wealth
Florida
$40.8M +$5.12M +25,594 +15%
HWM
231
Hassell Wealth Management
Louisiana
$40.8M +$3.18M +15,908 +9%
Bessemer Group
232
Bessemer Group
New Jersey
$40.7M -$5.53M -27,612 -12%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$40.5M -$445K -2,223 -1%
PPFA
234
Provida Pension Fund Administrator
Chile
$40.5M
PMA
235
Prudent Man Advisors
Illinois
$40.3M +$574K +2,868 +1%
UOMF
236
University of Maryland Foundation
Maryland
$39.6M
SHWM
237
Smith & Howard Wealth Management
Georgia
$39.4M +$1.26M +6,310 +3%
KIM
238
Karpus Investment Management
New York
$39.4M -$4.44M -22,169 -10%
MMA
239
Miracle Mile Advisors
California
$39M -$6.83M -34,096 -15%
TOTSC
240
Trustees of the Smith College
Massachusetts
$39M -$75.4M -376,510 -66%
GAG
241
GM Advisory Group
New York
$38.8M +$6.04M +30,152 +19%
AWS
242
Atria Wealth Solutions
New York
$38.7M +$1.47M +7,357 +4%
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.4M -$1.03M -5,124 -3%
PG
244
Proffitt & Goodson
Tennessee
$38M -$800K -3,998 -2%
WFA
245
Wade Financial Advisory
California
$37.8M +$1.58M +7,908 +4%
GG
246
Gleason Group
Kentucky
$37.7M +$2.27M +11,327 +7%
WCWM
247
Wooster Corthell Wealth Management
Connecticut
$37.5M +$71.3K +356 +0.2%
CFM
248
Comprehensive Financial Management
California
$37.3M +$601 +3 +0%
AA
249
Ashford Advisors
New York
$37.1M -$245K -1,223 -0.7%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$37M +$27M +135,014 +291%