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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Annex Advisory Services
Wisconsin
$81.7M -$1.46M -9,915 -2%
RJA
77
Raymond James & Associates
Florida
$77.6M +$9.71M +65,970 +15%
B
78
Bailard
California
$72.1M +$215K +1,462 +0.3%
VFP
79
Verus Financial Partners
Virginia
$72.1M -$319K -2,169 -0.4%
ZB
80
Zions Bancorporation
Utah
$71.1M +$69.9M +475,157 New
CW
81
Cabot-Wellington
Massachusetts
$69.8M +$2.72M +18,459 +4%
BIAS
82
Beacon Investment Advisory Services
New Jersey
$67.9M +$28.6K +194 +0%
CWM
83
Circle Wealth Management
New Jersey
$67.3M +$4.89M +33,229 +8%
FNBTCON
84
First National Bank & Trust Co of Newtown
Pennsylvania
$66.2M +$25.2K +171 +0%
HighTower Advisors
85
HighTower Advisors
Illinois
$65.7M +$887K +6,025 +1%
IA
86
IFP Advisors
Florida
$65.4M -$2.89M -19,650 -4%
K
87
Kemper
Illinois
$64.8M +$45.2M +306,844 +243%
TC
88
Trilogy Capital
California
$64.5M +$1.27M +8,631 +2%
CPO
89
Cerity Partners OCIO
New York
$63.8M -$7.62M -51,809 -11%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$60.3M +$297K +2,018 +0.5%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$59.9M -$402K -2,731 -0.7%
PP
92
PrairieView Partners
Minnesota
$58.8M -$1.59M -10,824 -3%
KIM
93
Karpus Investment Management
New York
$58.2M +$2.37M +16,073 +4%
KWILP
94
Kiwi Wealth Investments Limited Partnership
New Zealand
$58M +$5.85M +39,777 +11%
TA
95
Trellis Advisors
Washington
$57.5M -$279K -1,896 -0.5%
Creative Planning
96
Creative Planning
Kansas
$57M +$4.15M +28,204 +8%
DPI
97
Diversified Portfolios Inc
Michigan
$57M -$1.17M -7,954 -2%
WCM
98
Windham Capital Management
Massachusetts
$55.4M +$6.33M +43,000 +13%
TA
99
Tiedemann Advisors
New York
$55.1M +$32.2M +218,480 +148%
CG
100
Caprock Group
Idaho
$54.5M +$854K +5,801 +2%