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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$54M +$5.8M +53,179 +12%
AAS
52
Annex Advisory Services
Wisconsin
$53.9M +$3.71M +34,041 +7%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$53.3M -$23.2M -212,327 -30%
CLA
54
Cranberry Lake Advisors
Texas
$53M
EFS
55
Edelman Financial Services
Virginia
$52.3M +$700K +6,416 +1%
CWA
56
Convergent Wealth Advisors
Maryland
$50.3M -$51.8M -474,428 -50%
CCM
57
Carlson Capital Management
Minnesota
$48.9M +$4.8M +44,032 +11%
BOH
58
Bank of Hawaii
Hawaii
$46.2M +$4.95M +45,329 +12%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$45.5M -$12M -110,049 -21%
B
60
Bailard
California
$45M +$1.54M +14,120 +3%
DPI
61
Diversified Portfolios Inc
Michigan
$43.8M +$1.12M +10,233 +3%
FNBTCON
62
First National Bank & Trust Co of Newtown
Pennsylvania
$41.2M +$27.3K +250 +0.1%
Brown Advisory
63
Brown Advisory
Maryland
$40.4M +$4.15M +38,060 +11%
ZB
64
Zions Bancorporation
Utah
$39.7M +$3.39M +31,071 +9%
CPO
65
Cerity Partners OCIO
New York
$38.8M +$2.83M +25,967 +8%
LW
66
Linscomb Wealth
Texas
$38.8M +$95.6K +876 +0.2%
FI
67
FormulaFolio Investments
Michigan
$38.5M +$21.3M +194,841 +118%
Stifel Financial
68
Stifel Financial
Missouri
$37.6M +$26.8M +245,391 +232%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$36.8M +$37.6M +344,313 New
William Blair & Company
70
William Blair & Company
Illinois
$36.7M +$26.6M +244,085 +248%
RA
71
RFG Advisory
Alabama
$36.5M +$8.49M +77,818 +30%
CFA
72
Capstone Financial Advisors
Illinois
$34.8M +$90.1K +826 +0.3%
RFC
73
Regions Financial Corp
Alabama
$33.7M -$1.45M -13,318 -4%
SB
74
Suntrust Banks
Georgia
$33.5M +$865K +7,932 +3%
AIG
75
American International Group
New York
$33.4M +$5.95M +54,506 +21%