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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
226
Evensky & Katz
Florida
$52.4M -$794K -3,591 -2%
WPC
227
Wedmont Private Capital
Pennsylvania
$52.1M +$4.79M +21,670 +11%
HWM
228
Hassell Wealth Management
Louisiana
$51.9M -$701K -3,172 -1%
WCM
229
Windham Capital Management
Massachusetts
$51.6M -$203K -920 -0.4%
EPP
230
ETF Portfolio Partners
Kansas
$51.6M -$234K -1,060 -0.5%
HA
231
Hanover Advisors
South Carolina
$51.4M +$47.9M +216,869 New
MIM
232
Morningstar Investment Management
Illinois
$51.4M +$4.07M +18,431 +9%
RA
233
Regis Acquisition
Colorado
$51.2M -$3.14M -14,200 -6%
PA
234
Pinnacle Associates
New York
$51.2M +$1.44M +6,516 +3%
LP
235
LGL Partners
Pennsylvania
$50.7M +$294K +1,329 +0.6%
VM
236
VPR Management
Texas
$50.6M -$1.77M -8,000 -4%
OIM
237
Opus Investment Management
Massachusetts
$50.5M +$17.8M +80,374 +61%
CWM
238
Cedar Wealth Management
California
$50.1M -$198K -895 -0.4%
NA
239
NewEdge Advisors
Louisiana
$50.1M +$3.84M +17,359 +9%
TFCP
240
Twin Focus Capital Partners
Massachusetts
$49.3M +$7.1M +32,117 +18%
VIP
241
Viewpoint Investment Partners
Alberta, Canada
$49.1M -$243K -1,100 -0.5%
OFW
242
Omnia Family Wealth
Florida
$49.1M +$1.84M +8,314 +4%
PAS
243
Park Avenue Securities
New York
$49M -$932K -4,214 -2%
SI
244
Stash Investments
New York
$48.9M +$45.6M +206,318 New
William Blair & Company
245
William Blair & Company
Illinois
$48.9M +$1.15M +5,196 +3%
JFGLC
246
Johnson Financial Group LLC (Colorado)
Colorado
$48.5M -$6.58M -29,771 -13%
NHC
247
Nicholas Hoffman & Company
Georgia
$48.4M -$605K -2,738 -1%
APG
248
Abacus Planning Group
South Carolina
$48M +$2.43M +10,990 +6%
FPAS
249
Focus Partners Advisor Solutions
Missouri
$47.9M +$1.72M +7,776 +4%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$47.6M +$2.57M +11,644 +6%