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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPC
326
Pennington Partners & Co
Maryland
$55.1M -$12.7M -35,560 -19%
RSWM
327
Robertson Stephens Wealth Management
California
$54.7M +$2.38M +6,659 +5%
SI
328
Seeds Investor
New York
$54.5M +$2.37M +6,621 +5%
PFA
329
Pure Financial Advisors
California
$54.4M +$489K +1,367 +0.9%
BSSFA
330
Baron Silver Stevens Financial Advisors
Florida
$53.9M -$394K -1,103 -0.8%
Franklin Resources
331
Franklin Resources
California
$53.9M +$3.72M +10,396 +8%
IFG
332
Independent Financial Group
California
$53.9M +$2.17M +6,076 +4%
JFG
333
JMG Financial Group
Illinois
$53.9M -$1.72M -4,806 -3%
OL
334
Optas LLC
Texas
$53.4M +$1.69M +4,731 +3%
MIM
335
Morningstar Investment Management
Illinois
$53M
WCP
336
Wick Capital Partners
Pennsylvania
$52.8M +$4.51M +12,606 +9%
NPT
337
National Philanthropic Trust
Pennsylvania
$52.7M -$680K -1,902 -1%
JA
338
JVL Associates
Michigan
$52.7M -$397K -1,109 -0.8%
JWCA
339
J.W. Cole Advisors
Florida
$52.7M +$50.9M +142,428 New
BF
340
Brooklyn FI
New York
$52.7M +$1.97M +5,497 +4%
NSIM
341
North Star Investment Management
Illinois
$52.6M -$672K -1,878 -1%
MHR
342
Matthew Hamilton Rosenberg
$51.8M -$500K -1,398 -1%
GWA
343
Gibson Wealth Advisors
Texas
$51.7M -$241K -674 -0.5%
RWI
344
Red Wave Investments
Pennsylvania
$51.3M +$1.46M +4,097 +3%
DT
345
Diversified Trust
Tennessee
$51.2M -$8.54M -23,896 -15%
CPIG
346
Chicago Partners Investment Group
Illinois
$51.1M +$4.4M +12,302 +10%
BWM
347
Briggs Wealth Management
Connecticut
$50.8M -$565K -1,579 -1%
Two Sigma Investments
348
Two Sigma Investments
New York
$50.3M -$149M -416,400 -75%
FWTB
349
First Western Trust Bank
Colorado
$50.2M +$188K +526 +0.4%
IA
350
IFG Advisory
Georgia
$50.2M +$48.5M +135,692 +467,903%