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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$131M +$28.3M +273,559 +28%
AT
27
Arden Trust
Delaware
$129M -$5.44M -52,604 -4%
OIM
28
Opus Investment Management
Massachusetts
$120M +$7.75M +74,915 +7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$117M +$330K +3,186 +0.3%
RMPT
30
Raytheon Master Pension Trust
Massachusetts
$116M +$113M +1,093,633 New
AEPG
31
American Economic Planning Group
New Jersey
$116M -$2.34M -22,639 -2%
AI
32
Atria Investments
North Carolina
$115M -$726K -7,013 -0.6%
CWA
33
Convergent Wealth Advisors
Maryland
$114M +$54.2M +524,010 +95%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$103M +$7.44M +71,885 +8%
FBFS
35
First Business Financial Services
Wisconsin
$98.8M +$5.03M +48,599 +6%
JP Morgan Chase
36
JP Morgan Chase
New York
$96.9M +$3.54M +34,233 +4%
UCFA
37
United Capital Financial Advisors
Texas
$90.8M +$5.72M +55,238 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$82.3M +$6.85M +66,220 +9%
Northern Trust
39
Northern Trust
Illinois
$81.7M +$9.79M +94,567 +14%
Goldman Sachs
40
Goldman Sachs
New York
$79M -$10.8M -104,376 -12%
Bessemer Group
41
Bessemer Group
New Jersey
$78M +$71.3M +689,024 +1,472%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$78M +$34M +328,204 +81%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$75.8M -$437K -4,222 -0.6%
SHWM
44
Smith & Howard Wealth Management
Georgia
$75.7M +$11.8M +114,085 +19%
WS
45
Wedbush Securities
California
$72.7M +$10.2M +98,100 +17%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$70.9M +$7.27M +70,299 +12%
K
47
Kemper
Illinois
$70.3M +$68.6M +662,891 New
BAAM
48
Baker Avenue Asset Management
California
$63.4M -$13M -126,078 -17%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$61.9M -$275K -2,660 -0.5%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$58.1M +$6.88M +66,441 +14%