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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$47.3M +$573K +4,283 +1%
RFC
102
Regions Financial Corp
Alabama
$47.2M -$377K -2,816 -0.8%
KWILP
103
Kiwi Wealth Investments Limited Partnership
New Zealand
$47M +$865K +6,466 +2%
CWM
104
Circle Wealth Management
New Jersey
$46.8M +$748K +5,591 +2%
BWI
105
Beacon Wealthcare Inc
North Carolina
$45.9M +$44.8M +334,405 New
AA
106
ALPS Advisors
Colorado
$45.6M +$21M +156,679 +89%
LW
107
Linscomb Wealth
Texas
$45.4M -$1.09M -8,136 -2%
SWM
108
Sanctuary Wealth Management
Idaho
$45.3M +$44.1M +329,897 New
USAA
109
United Services Automobile Association
Texas
$44.4M -$1.42M -10,610 -3%
PP
110
PagnatoKarp Partners
Virginia
$42.9M -$1.07M -8,006 -2%
Creative Planning
111
Creative Planning
Kansas
$42.2M +$3.51M +26,222 +9%
ZF
112
Zhang Financial
Michigan
$41.8M -$543K -4,059 -1%
LC
113
Landaas & Company
Wisconsin
$41.5M -$732K -5,469 -2%
IA
114
IndexIQ Advisors
New York
$40.5M -$1.62M -12,118 -4%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$40.2M +$1.34M +10,049 +4%
A
116
AdvicePeriod
California
$40M +$39M +291,568 New
BFG
117
Barber Financial Group
Kansas
$39.4M +$3.56M +26,616 +10%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$39.1M -$297K -2,218 -0.8%
V
119
Veritable
Delaware
$38.5M -$224K -1,676 -0.6%
AAC
120
Acorn Advisory Capital
New York
$38.5M +$37.5M +280,254 New
AssetMark Inc
121
AssetMark Inc
California
$38.5M -$2.51M -18,762 -6%
SFC
122
SYM Financial Corp
Indiana
$37.9M +$37M +276,362 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$37.9M +$1.72M +12,863 +5%
Stifel Financial
124
Stifel Financial
Missouri
$37.3M +$747K +5,584 +2%
GAG
125
GM Advisory Group
New York
$37M +$2.11M +15,736 +6%