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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$58.4M
JMPWA
77
JP Morgan Private Wealth Advisors
California
$58M +$7.17M +51,148 +14%
ZB
78
Zions Bancorporation
Utah
$57.7M +$10M +71,626 +20%
RJA
79
Raymond James & Associates
Florida
$57.5M +$528K +3,768 +0.9%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$56.8M -$629K -4,484 -1%
CW
81
Cabot-Wellington
Massachusetts
$56.5M +$6.41M +45,751 +12%
UBS AM
82
UBS AM
Illinois
$54.9M +$25.1M +178,982 +79%
JFG
83
JMG Financial Group
Illinois
$54.8M +$7.46M +53,176 +15%
DPI
84
Diversified Portfolios Inc
Michigan
$54.1M -$1.23M -8,768 -2%
TC
85
Trilogy Capital
California
$54M +$1.92M +13,706 +4%
CWM
86
Circle Wealth Management
New Jersey
$53.6M +$7.58M +54,072 +16%
PP
87
PrairieView Partners
Minnesota
$53.1M +$1.43M +10,219 +3%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$52.9M +$1.32M +9,381 +2%
SWP
89
Stratos Wealth Partners
Ohio
$52.7M -$1.1M -7,851 -2%
MB
90
Mizuho Bank
Japan
$51.6M -$32.2M -230,000 -38%
LSAG
91
Lake Street Advisors Group
New Hampshire
$51.5M -$1.66M -11,819 -3%
TA
92
Trellis Advisors
Washington
$51.4M -$496K -3,538 -0.9%
OFW
93
Omnia Family Wealth
Florida
$48.1M +$1.07M +7,617 +2%
KIM
94
Karpus Investment Management
New York
$47.6M -$1.55M -11,084 -3%
WCM
95
Windham Capital Management
Massachusetts
$47.3M -$8.78M -62,611 -15%
USAA
96
United Services Automobile Association
Texas
$47.1M +$3.32M +23,700 +7%
KWILP
97
Kiwi Wealth Investments Limited Partnership
New Zealand
$46.9M +$431K +3,074 +0.9%
OBWP
98
O'Brien Wealth Partners
Massachusetts
$46.1M -$5.09M -36,267 -10%
RFC
99
Regions Financial Corp
Alabama
$46.1M -$651K -4,641 -1%
CG
100
Caprock Group
Idaho
$46M +$992K +7,078 +2%