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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
76
Verus Financial Partners
Virginia
$132M +$1.8M +8,888 +1%
ZB
77
Zions Bancorporation
Utah
$131M +$3.79M +18,739 +3%
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$129M +$668K +3,302 +0.5%
RJA
79
Raymond James & Associates
Florida
$124M -$1.47M -7,241 -1%
PFO
80
Pathstone Family Office
New Jersey
$123M -$4.12M -20,338 -3%
TA
81
Tiedemann Advisors
New York
$121M +$908K +4,488 +0.8%
RCF
82
Rainwater Charitable Foundation
Texas
$120M -$13.7M -67,829 -10%
BA
83
BCM Advisors
Louisiana
$118M +$56.2M +277,648 +105%
EPM
84
Elm Partners Management
Pennsylvania
$114M +$6.32M +31,250 +6%
PL
85
Parkwood LLC
Ohio
$114M +$24.3M +120,200 +28%
Victory Capital Management
86
Victory Capital Management
Texas
$112M +$72.6M +358,789 +194%
A
87
AdvicePeriod
California
$111M -$2.27M -11,210 -2%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$111M -$9.16M -45,292 -8%
CW
89
Cabot-Wellington
Massachusetts
$107M +$617K +3,049 +0.6%
KAS
90
Kestra Advisory Services
Texas
$105M -$32.4M -160,088 -24%
AAG
91
Avalon Advisory Group
Pennsylvania
$105M -$3.96M -19,582 -4%
CG
92
Caprock Group
Idaho
$103M +$4.05M +20,018 +4%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$102M +$5.67M +28,023 +6%
AAS
94
Annex Advisory Services
Wisconsin
$101M +$6.42M +31,742 +7%
BSWM
95
Boston Standard Wealth Management
Massachusetts
$99.2M +$21.7M +107,338 +29%
BIAS
96
Beacon Investment Advisory Services
New Jersey
$97.9M -$613K -3,030 -0.6%
VIP
97
Viewpoint Investment Partners
Alberta, Canada
$97.3M +$5.52M +27,300 +6%
FNBTCON
98
First National Bank & Trust Co of Newtown
Pennsylvania
$96.9M -$635K -3,137 -0.7%
MIM
99
Monashee Investment Management
Massachusetts
$95.9M -$53.1M -262,300 -36%
CG
100
Colony Group
Massachusetts
$95.8M -$1.05M -5,196 -1%