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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$176M -$15.5M -55,090 -9%
PP
102
PrairieView Partners
Minnesota
$174M +$1.84M +6,545 +1%
KAS
103
Kestra Advisory Services
Texas
$174M +$11.9M +42,358 +8%
SWM
104
Sendero Wealth Management
Texas
$173M -$2.47M -8,770 -2%
TWM
105
Tanglewood Wealth Management
Texas
$172M +$26.6M +94,730 +20%
DADC
106
D.A. Davidson & Co
Montana
$168M -$1.48M -5,250 -0.9%
CPCM
107
Cardinal Point Capital Management
Ontario, Canada
$167M +$4.56M +16,207 +3%
ZF
108
Zhang Financial
Michigan
$166M +$16.2M +57,631 +12%
CTC
109
Chai Trust Company
Illinois
$163M +$722K +2,568 +0.5%
SEI Investments
110
SEI Investments
Pennsylvania
$160M +$30.8M +109,539 +26%
BIAS
111
Beacon Investment Advisory Services
New Jersey
$159M +$17M +60,408 +13%
VA
112
VestGen Advisors
Illinois
$158M -$2.76M -9,820 -2%
LPT
113
Legacy Private Trust
Wisconsin
$158M -$7.76M -27,580 -5%
GIM
114
Glenmede Investment Management
Pennsylvania
$158M +$146M +519,654 New
CIA
115
Compass Ion Advisors
Pennsylvania
$157M +$2.19M +7,772 +2%
CPA
116
Cardiff Park Advisors
California
$155M +$3.52M +12,514 +3%
AG
117
AlTi Global
New York
$155M -$6.9M -24,549 -5%
MGIA
118
Moneta Group Investment Advisors
Missouri
$153M +$5.41M +19,240 +4%
PL
119
Parkwood LLC
Ohio
$152M +$45.2M +160,804 +47%
AA
120
ALPS Advisors
Colorado
$152M +$15.8M +56,180 +13%
Two Sigma Investments
121
Two Sigma Investments
New York
$151M -$46.4M -164,882 -25%
OPWM
122
Oakwell Private Wealth Management
Texas
$150M +$15M +53,179 +12%
BCI
123
Brinker Capital Investments
Pennsylvania
$150M -$9M -31,982 -6%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$150M +$21.4M +76,093 +18%
RIM
125
RW Investment Management
Idaho
$150M +$3.64M +12,956 +3%