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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LH
551
Lebenthal Holdings
New York
$201K +$197K +1,900 New
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K – – –
ATC
553
Adirondack Trust Company
New York
$186K +$181K +1,750 New
IF
554
Ironwood Financial
Arizona
$185K +$180K +1,744 New
FANJ
555
Financial Architects (New Jersey)
New Jersey
$183K -$58.2K -562 -25%
AssetMark Inc
556
AssetMark Inc
California
$174K -$49.7M -480,079 -100%
APCM
557
Alaska Permanent Capital Management
Alaska
$173K – – –
Zurich Cantonal Bank
558
Zurich Cantonal Bank
Switzerland
$159K +$155K +1,500 New
NES
559
New England Securities
New York
$151K +$13.1K +127 +10%
OIA
560
Optimum Investment Advisors
Illinois
$143K – – –
SIG
561
Stanford Investment Group
California
$137K +$133K +1,290 New
FBT
562
Founders Bank & Trust
Michigan
$125K – – –
JWM
563
Jacobus Wealth Management
Wisconsin
$116K – – –
CWM
564
Cranbrook Wealth Management
Michigan
$110K -$4.14K -40 -4%
VIP
565
Vantage Investment Partners
Missouri
$110K +$108K +1,042 New
S
566
SignatureFD
Georgia
$107K – – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$106K – – –
MWP
568
MYCIO Wealth Partners
Pennsylvania
$104K +$28K +271 +38%
CFSG
569
Community Financial Services Group
Vermont
$104K +$102K +982 New
PIA
570
Peachtree Investment Advisors
Georgia
$99K -$2.59K -25 -3%
AIP
571
Ameritas Investment Partners
Nebraska
$99K +$96.9K +936 New
SA
572
SRH Advisors
Kansas
$96K – – –
BKBG
573
BHF Kleinwort Benson Group
Belgium
$95K +$93.1K +900 New
VIA
574
Vantage Investment Advisors
Pennsylvania
$94K – – –
BKA
575
Brick & Kyle Associates
Pennsylvania
$91K +$89K +860 New