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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
76
Omnia Family Wealth
Florida
$49.9M +$2.59M +21,666 +6%
DPI
77
Diversified Portfolios Inc
Michigan
$48.9M +$974K +8,132 +2%
HA
78
Hays Advisory
Tennessee
$48.7M -$4.61M -38,493 -9%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$48.6M +$1.8M +15,030 +4%
PP
80
PagnatoKarp Partners
Virginia
$48M +$19.5M +163,221 +70%
OBWP
81
O'Brien Wealth Partners
Massachusetts
$47.4M +$5.42M +45,239 +13%
CLA
82
Cranberry Lake Advisors
Texas
$47.3M +$299K +2,500 +0.6%
HighTower Advisors
83
HighTower Advisors
Illinois
$46.4M +$8.51M +71,072 +23%
SWP
84
Stratos Wealth Partners
Ohio
$45.7M +$4.38M +36,602 +11%
RJA
85
Raymond James & Associates
Florida
$45.3M +$6.6M +55,141 +17%
IA
86
IFP Advisors
Florida
$45.1M +$2.11M +17,586 +5%
RFC
87
Regions Financial Corp
Alabama
$43.6M -$648K -5,408 -1%
K
88
Kemper
Illinois
$43.4M -$33.4M -278,591 -44%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$42.6M +$10.7M +89,675 +34%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$42.2M +$1.77M +14,768 +4%
ZF
91
Zhang Financial
Michigan
$41.7M -$1.24M -10,378 -3%
LW
92
Linscomb Wealth
Texas
$41.4M -$162K -1,356 -0.4%
ST
93
Sageworth Trust
Pennsylvania
$41.2M +$3.21M +26,771 +9%
CWM
94
Circle Wealth Management
New Jersey
$38.3M +$4.12M +34,435 +12%
BIAS
95
Beacon Investment Advisory Services
New Jersey
$36.5M +$482K +4,026 +1%
VFP
96
Verus Financial Partners
Virginia
$36.3M +$22M +184,019 +159%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$35.5M -$2.29M -19,133 -6%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$34.7M +$6.63M +55,331 +24%
NPC
99
National Planning Corporation
California
$34.6M +$1.55M +12,908 +5%
CW
100
Cabot-Wellington
Massachusetts
$33.8M +$11.4M +95,030 +53%