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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Modera Wealth Management
New Jersey
$5.79M +$315K +1,383 +6%
Renaissance Technologies
627
Renaissance Technologies
New York
$5.77M +$5.93M +26,000 New
MC
628
Mathes Company
New York
$5.74M -$62.7K -275 -1%
RJT
629
Raymond James Trust
Florida
$5.7M +$442K +1,937 +8%
NOI
630
Newton One Investments
Delaware
$5.69M +$365K +1,599 +7%
PA
631
Procyon Advisors
Connecticut
$5.69M +$1.61M +7,043 +38%
KTA
632
Keeley-Teton Advisors
Illinois
$5.67M +$645K +2,829 +12%
SG
633
StoneX Group
New York
$5.67M +$554K +2,428 +11%
TFS
634
Thoroughbred Financial Services
Tennessee
$5.63M +$201K +882 +4%
LSA
635
L & S Advisors
California
$5.63M +$22.8K +100 +0.4%
SBH
636
Segall Bryant & Hamill
Illinois
$5.62M +$2.41M +10,580 +72%
CPIG
637
Chicago Partners Investment Group
Illinois
$5.61M +$754K +3,306 +16%
Fisher Asset Management
638
Fisher Asset Management
Washington
$5.55M +$321K +1,408 +6%
MIM
639
Miller Investment Management
Pennsylvania
$5.53M +$4.41M +19,349 +347%
SPIO
640
Seven Post Investment Office
California
$5.49M -$170K -744 -3%
TPCW
641
TD Private Client Wealth
New York
$5.46M -$3.15M -13,810 -36%
S
642
SignatureFD
Georgia
$5.43M +$177K +777 +3%
AF
643
Advisornet Financial
Minnesota
$5.41M -$113K -495 -2%
MWM
644
Moulton Wealth Management
Washington
$5.41M +$265K +1,162 +5%
PFM
645
Parsec Financial Management
North Carolina
$5.4M +$9.58K +42 +0.2%
C
646
Clearshares
New York
$5.4M +$135K +592 +2%
AWA
647
Arkadios Wealth Advisors
Georgia
$5.39M -$861K -3,776 -13%
MF
648
Montis Financial
Massachusetts
$5.33M +$73K +320 +1%
SRC
649
Sage Rhino Capital
California
$5.29M +$145K +638 +3%
WA1
650
Wimmer Associates 1
California
$5.28M -$251K -1,100 -4%