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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Cambridge Associates
Massachusetts
$62.8M -$1.11M -5,133 -2%
EC
152
Estate Counselors
Wisconsin
$62.8M +$12.6M +58,135 +26%
RBC
153
Roble Belko & Company
Pennsylvania
$62.7M -$575K -2,648 -0.9%
UCFA
154
United Capital Financial Advisors
Texas
$62.6M -$9.24M -42,558 -13%
RWM
155
Rezny Wealth Management
Florida
$62.2M +$2.49M +11,454 +4%
CPC
156
Consolidated Planning Corp
Georgia
$62.1M -$12.3M -56,798 -17%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$62.1M +$1.34M +6,178 +2%
SA
158
Sunesis Advisors
Kansas
$61.2M +$59.6M +274,597 New
VM
159
VPR Management
Texas
$61M
CPWM
160
Cardinal Point Wealth Management
California
$60.6M +$2.46M +11,342 +4%
BEAM
161
Baker Ellis Asset Management
Washington
$59.7M +$578K +2,662 +1%
VA
162
Valmark Advisers
Ohio
$59.7M -$11.8M -54,363 -17%
SC
163
Savant Capital
Illinois
$58.2M +$2.43M +11,175 +4%
BJL
164
Brighton Jones LLC
Washington
$58M -$8.93M -41,156 -14%
CPCM
165
Cornerstone Partners Capital Management
Virginia
$57.7M -$13.6M -62,481 -19%
MML Investors Services
166
MML Investors Services
Massachusetts
$57.6M +$737K +3,398 +1%
HWM
167
Hemington Wealth Management
Virginia
$56.7M -$4.92M -22,664 -8%
ANTB
168
AMG National Trust Bank
Colorado
$55.8M +$1.95M +8,993 +4%
RVPG
169
Relative Value Partners Group
$54.7M +$3.36M +15,475 +7%
PAS
170
Park Avenue Securities
New York
$54.4M -$1.11M -5,119 -2%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$52.9M +$1.39M +6,397 +3%
SW
172
SVB Wealth
Massachusetts
$51.6M -$626K -2,883 -1%
V
173
Veritable
Delaware
$51.5M -$464K -2,139 -0.9%
ASW
174
Astoria Strategic Wealth
Texas
$51.3M +$1.92M +8,839 +4%
DADC
175
D.A. Davidson & Co
Montana
$51M +$5.7M +26,255 +13%