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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$30.9M +$6.89M +49,362 +30%
SWP
152
Stratos Wealth Partners
Ohio
$30.3M -$1.99M -14,291 -6%
CAN
153
Cetera Advisor Networks
California
$29.1M +$1.03M +7,367 +4%
SMC
154
Smith, Moore & Co
Missouri
$28.8M -$143K -1,023 -0.5%
JIC
155
Joel Isaacson & Co
New York
$28.7M +$489K +3,506 +2%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$28.6M +$1.01M +7,237 +4%
HTC
157
Haverford Trust Company
Pennsylvania
$28.6M -$64.5M -462,639 -70%
PG
158
Proffitt & Goodson
Tennessee
$28.3M -$605K -4,339 -2%
EK
159
Evensky & Katz
Florida
$28.3M -$342K -2,454 -1%
EPP
160
ETF Portfolio Partners
Kansas
$27.7M -$425K -3,048 -2%
BSW
161
Buckingham Strategic Wealth
Missouri
$27.5M +$785K +5,623 +3%
PFC
162
Personal Financial Consultants
California
$27.5M +$1.68M +12,070 +7%
EPM
163
Elm Partners Management
Pennsylvania
$26.8M +$14.2M +101,516 +121%
GFP
164
Gryphon Financial Partners
Ohio
$26.8M -$366K -2,622 -1%
EAM
165
Evanson Asset Management
California
$26.7M -$435K -3,119 -2%
BFWA
166
Benchmark Financial Wealth Advisors
Florida
$26.4M +$1.45M +10,386 +6%
RCA
167
Rowland Carmichael Advisors
Arizona
$26.4M -$1.03M -7,353 -4%
LK
168
Lumbard & Kellner
New Hampshire
$26.3M -$120K -860 -0.5%
HFP
169
Holistic Financial Partners
Indiana
$25.7M +$24.8M +177,836 New
TFCP
170
Twin Focus Capital Partners
Massachusetts
$25.7M -$25.5M -182,575 -51%
DT
171
Diversified Trust
Tennessee
$25.1M +$6.77M +48,544 +39%
AssetMark Inc
172
AssetMark Inc
California
$25.1M +$16M +114,667 +196%
LGWM
173
Litman Gregory Wealth Management
California
$25.1M +$728K +5,221 +3%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$24.7M -$4.02M -28,833 -14%
VA
175
Valmark Advisers
Ohio
$24.4M +$1.25M +8,957 +6%