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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
151
Delphi Financial Group
Delaware
$52.3M +$49.1M +268,615 New
PAS
152
Park Avenue Securities
New York
$52.1M -$451K -2,465 -0.9%
BEAM
153
Baker Ellis Asset Management
Washington
$51.8M +$460K +2,517 +1%
BA
154
BCM Advisors
Louisiana
$51.7M +$4.96M +27,140 +11%
JIC
155
Joel Isaacson & Co
New York
$51.3M +$1.99M +10,888 +4%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$50.2M +$4.11M +22,504 +10%
CPWM
157
Cardinal Point Wealth Management
California
$49.7M +$46.7M +255,274 New
MML Investors Services
158
MML Investors Services
Massachusetts
$48.4M -$731K -3,998 -2%
SC
159
Savant Capital
Illinois
$48.2M +$8.87M +48,533 +24%
PMA
160
Prudent Man Advisors
Illinois
$48.2M +$906K +4,958 +2%
AIM
161
Allen Investment Management
New York
$47.2M +$6.75M +36,924 +18%
AWM
162
AE Wealth Management
Kansas
$47M +$22M +120,248 +99%
ANTB
163
AMG National Trust Bank
Colorado
$46.9M -$1.16M -6,320 -3%
SW
164
SVB Wealth
Massachusetts
$46.9M +$4.92M +26,917 +13%
BAAM
165
Baker Avenue Asset Management
California
$46.1M -$5.63M -30,814 -12%
CAM
166
Cresset Asset Management
Illinois
$45.4M -$316K -1,731 -0.7%
V
167
Veritable
Delaware
$45.3M +$38.9K +213 +0.1%
OBWP
168
O'Brien Wealth Partners
Massachusetts
$45.1M -$1.01M -5,544 -2%
WCM
169
Windham Capital Management
Massachusetts
$44.8M -$2.9M -15,863 -6%
EW
170
Evoke Wealth
California
$44.6M +$7.43M +40,641 +22%
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.1M +$483K +2,641 +1%
RVPG
172
Relative Value Partners Group
$43.1M +$1.06M +5,797 +3%
KIA
173
KCM Investment Advisors
California
$43.1M +$511K +2,795 +1%
SWPG
174
Strategic Wealth Partners Group
Illinois
$42.9M +$1.02M +5,577 +3%
JIP
175
Jaffetilchin Investment Partners
Florida
$42.9M +$928K +5,079 +2%