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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
151
Stephens Inc
Arkansas
$13.7M +$173K +1,628 +1%
OAJ
152
Ogorek Anthony Joseph
New York
$13.7M -$121K -1,146 -0.9%
BlackRock
153
BlackRock
New York
$13.1M +$184K +1,738 +1%
JIC
154
Joel Isaacson & Co
New York
$12.9M +$1.29M +12,203 +11%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$12.7M +$12.5M +118,152 New
PFA
156
Pure Financial Advisors
California
$12.4M +$393K +3,706 +3%
NSAM
157
North Star Asset Management
Wisconsin
$12.3M -$99K -934 -0.8%
BF
158
BOK Financial
Oklahoma
$12.3M +$553K +5,214 +5%
SFM
159
Signet Financial Management
New Jersey
$12.2M +$1.41M +13,263 +13%
WA
160
WBH Advisory
Maryland
$12.1M +$103K +975 +0.9%
VFP
161
Verus Financial Partners
Virginia
$12M -$27.1K -256 -0.2%
LGWM
162
Litman Gregory Wealth Management
California
$12M +$185K +1,741 +2%
SAM
163
Securian Asset Management
Minnesota
$11.9M -$1.42M -13,401 -11%
SHCM
164
Stokes & Hubbell Capital Management
Louisiana
$11.9M +$740K +6,986 +7%
PL
165
Parkwood LLC
Ohio
$11.7M -$4.75M -44,800 -29%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$11.5M -$3.67M -34,604 -24%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$11.3M +$10.6M +100,146 +1,887%
BTS
168
BB&T Securities
Virginia
$11.3M +$1.36M +12,859 +14%
SWPG
169
Strategic Wealth Partners Group
Illinois
$11.2M +$11.1M +104,876 New
PGA
170
Portland Global Advisors
Maine
$11.2M -$154K -1,450 -1%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$11.1M +$5.63M +53,121 +106%
CS
172
Credit Suisse
Switzerland
$11M +$3.82M +36,081 +54%
EA
173
Elm Advisors
California
$10.9M -$621K -5,855 -5%
HSA
174
HBK Sorce Advisory
Pennsylvania
$10.6M +$372K +3,514 +4%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$10.5M +$1.65M +15,549 +19%