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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$103M +$1.08M +6,924 +1%
ZB
77
Zions Bancorporation
Utah
$103M +$6.3M +40,208 +7%
AF
78
Allworth Financial
California
$102M -$3.35M -21,390 -3%
F
79
Filament
Washington
$101M -$750K -4,785 -0.8%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$100M +$4.37M +27,865 +5%
WP
81
WMS Partners
Maryland
$99.1M -$2.48M -15,807 -3%
WANY
82
Wealthspire Advisors (New York)
New York
$97.4M +$701K +4,473 +0.8%
BAAM
83
Baker Avenue Asset Management
California
$96.2M +$6.54M +41,715 +8%
EI
84
Ellevest Inc
New York
$96.1M +$11M +69,967 +14%
VFP
85
Verus Financial Partners
Virginia
$94.5M +$2.48M +15,833 +3%
FAAS
86
First Allied Advisory Services
California
$93.3M -$1.09M -6,926 -1%
ECT
87
Ebor Charitable Trust
Wyoming
$91.9M +$88M +561,750 New
Creative Planning
88
Creative Planning
Kansas
$90M -$514K -3,282 -0.6%
PFO
89
Pathstone Family Office
New Jersey
$87.5M -$2.5M -15,982 -3%
RWM
90
Ritholtz Wealth Management
New York
$87.1M +$3.06M +19,544 +4%
CW
91
Cabot-Wellington
Massachusetts
$85M +$1.59M +10,136 +2%
AAG
92
Avalon Advisory Group
Pennsylvania
$84.7M +$81.1M +517,387 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$84M -$8.68M -55,387 -10%
AT
94
Arden Trust
Delaware
$83.7M -$1.72M -10,976 -2%
PPFA
95
Provida Pension Fund Administrator
Chile
$81.8M -$10.7M -68,510 -12%
CWM
96
Circle Wealth Management
New Jersey
$79.5M +$2.02M +12,864 +3%
MWM
97
Mission Wealth Management
California
$78.6M +$3.69M +23,524 +5%
AWE
98
Avidian Wealth Enterprises
Texas
$77M +$1.92M +12,261 +3%
CG
99
Colony Group
Massachusetts
$76.5M +$72.2M +460,807 +6,888%
SHWM
100
Smith & Howard Wealth Management
Georgia
$74.8M -$2.24M -14,289 -3%