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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
401
Rand Wealth
Maryland
$415K – – –
KIA
402
Kopp Investment Advisors
Minnesota
$397K – – –
WT
403
Whittier Trust
California
$397K – – –
ODCM
404
Old Dominion Capital Management
Virginia
$389K – – –
CSIC
405
Clifford Swan Investment Counsel
California
$378K -$68.4K -694 -16%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$376K – – –
BB
407
Busey Bank
Illinois
$372K – – –
BWM
408
Braver Wealth Management
Massachusetts
$365K -$65K -659 -16%
FCIM
409
Fairview Capital Investment Management
California
$365K – – –
Two Sigma Investments
410
Two Sigma Investments
New York
$363K +$352K +3,568 New
MJRIC
411
Mogy Joel R Investment Counsel
California
$355K -$39.4K -400 -10%
PSI
412
Pinnacle Summer Investments
Virginia
$355K – – –
FTIOP
413
Fiduciary Trust International of Pennsylvania
Pennsylvania
$354K +$93.3K +947 +37%
SWM
414
SVA Wealth Management
Wisconsin
$350K – – –
SFG
415
SNS Financial Group
Minnesota
$349K +$338K +3,434 New
EHPM
416
Emery Howard Portfolio Management
California
$348K -$197 -2 -0.1%
PWM
417
Patriot Wealth Management
Texas
$348K +$46.4K +471 +16%
SFS
418
Strategic Financial Services
New York
$348K +$337K +3,424 New
CW
419
Cobiz Wealth
Colorado
$342K – – –
AA
420
Alesco Advisors
New York
$339K -$12K -122 -4%
SFSG
421
Stearns Financial Services Group
North Carolina
$339K +$23.8K +241 +8%
BFIM
422
Beese Fulmer Investment Management
Ohio
$336K – – –
SIC
423
Salem Investment Counselors
North Carolina
$336K – – –
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$336K +$313K +3,175 +2,520%
MFP
425
Mosaic Financial Partners
California
$335K – – –