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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
201
Levy Wealth Management Group
Pennsylvania
$42.9M +$1.38M +6,920 +3%
HWM
202
Hemington Wealth Management
Virginia
$42.3M -$1.35M -6,756 -3%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$42.1M +$2.81M +14,122 +6%
V
204
Veritable
Delaware
$41.9M +$212K +1,062 +0.5%
NHC
205
Nicholas Hoffman & Company
Georgia
$41.6M -$39.5K -198 -0.1%
PMA
206
Prudent Man Advisors
Illinois
$41.3M -$713K -3,578 -2%
WFA
207
Wellspring Financial Advisors
Ohio
$40.8M -$522K -2,617 -0%
GG
208
Gleason Group
Kentucky
$40.5M +$4.95M +24,861 +12%
KIA
209
KCM Investment Advisors
California
$40.5M -$18.5K -93 -0%
MMA
210
Miracle Mile Advisors
California
$40.3M -$2.79M -14,011 -6%
UOMF
211
University of Maryland Foundation
Maryland
$40.2M +$10.9M +54,845 +32%
HTC
212
Haverford Trust Company
Pennsylvania
$39.9M -$7.03M -35,294 -14%
TFCP
213
Twin Focus Capital Partners
Massachusetts
$39.8M -$762K -3,824 -2%
WCM
214
Windham Capital Management
Massachusetts
$39.2M +$242K +1,213 +0.6%
OFP
215
OLIO Financial Planning
Virginia
$39.1M -$673K -3,378 -2%
TCM
216
TD Capital Management
Tennessee
$38.5M -$1.91M -9,599 -4%
LGWM
217
Litman Gregory Wealth Management
California
$38.1M +$3.74M +18,747 +10%
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38M -$1.96M -9,821 -4%
LP
219
LGL Partners
Pennsylvania
$37.8M +$467K +2,343 +1%
EPP
220
ETF Portfolio Partners
Kansas
$37.8M +$1.62M +8,121 +4%
IAA
221
Independent Advisor Alliance
North Carolina
$37.7M +$20.3M +102,013 +94%
BlackRock
222
BlackRock
New York
$37.7M -$2.81M -14,110 -6%
SMA
223
Sage Mountain Advisors
Georgia
$37.1M +$14.9M +74,653 +57%
CWM
224
Cedar Wealth Management
California
$37M +$567K +2,847 +1%
CAN
225
Cetera Advisor Networks
California
$36.7M +$344K +1,724 +0.9%