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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
251
JMG Financial Group
Illinois
$40.2M -$1.18M -4,993 -3%
KIM
252
Karpus Investment Management
New York
$40.2M -$2.89M -12,247 -7%
TWM
253
Tanager Wealth Management
United Kingdom
$40.1M +$39.3M +166,279 New
RPWA
254
Regent Peak Wealth Advisors
Georgia
$40M +$850K +3,600 +2%
WA
255
WBH Advisory
Maryland
$39.9M +$191K +809 +0.5%
PA
256
Pinnacle Associates
New York
$39.7M +$816K +3,458 +2%
EH
257
Equitable Holdings
New York
$39.5M +$649K +2,749 +2%
BPA
258
Beacon Pointe Advisors
California
$38.3M -$54.6M -231,419 -59%
OL
259
Optas LLC
Texas
$37.9M +$517K +2,191 +1%
WAG
260
Winthrop Advisory Group
Massachusetts
$37.9M +$1.08M +4,577 +3%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$37.3M +$527K +2,231 +1%
SFS
262
Sowell Financial Services
Arkansas
$37.2M +$28.3M +119,922 +350%
UI
263
Unconventional Investor
New Hampshire
$37M +$36.2M +153,193 New
TFA
264
Trinity Financial Advisors
Ohio
$37M +$36.1M +153,077 New
HIP
265
HUB Investment Partners
Texas
$36.8M -$843K -3,572 -2%
NSAM
266
North Star Asset Management
Wisconsin
$36.7M +$252K +1,066 +0.7%
QA
267
Quantitative Advantage
Minnesota
$36.5M -$3.16M -13,395 -8%
CCT
268
Country Club Trust
Missouri
$36.5M +$22.7K +96 +0.1%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$36.1M +$345K +1,462 +1%
WFA
270
Wade Financial Advisory
California
$36M +$1.37M +5,824 +4%
RWI
271
Red Wave Investments
Pennsylvania
$36M +$273K +1,156 +0.8%
VVP
272
Venture Visionary Partners
Ohio
$35.7M +$214K +908 +0.6%
GG
273
Gleason Group
Kentucky
$35.4M +$2.4M +10,170 +7%
SW
274
SVB Wealth
Massachusetts
$35.3M -$17.4M -73,600 -34%
AT
275
Arden Trust
Delaware
$35.2M -$178K -755 -0.5%