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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$48.5M -$32.5M -168,679 -41%
BlackRock
202
BlackRock
New York
$48.5M +$8.35M +43,347 +21%
SW
203
SteelPeak Wealth
California
$48.1M +$47.4M +246,095 +4,320%
V
204
Veritable
Delaware
$47.9M +$3.25M +16,861 +7%
NC
205
NewSquare Capital
Pennsylvania
$47.6M +$1.9M +9,869 +4%
EK
206
Evensky & Katz
Florida
$47M +$860K +4,463 +2%
FWM
207
FFT Wealth Management
Pennsylvania
$46.7M +$205K +1,065 +0.4%
Lido Advisors
208
Lido Advisors
California
$46.3M +$19.9M +103,411 +74%
SWPG
209
Strategic Wealth Partners Group
Illinois
$46.1M +$217K +1,124 +0.5%
OFP
210
OLIO Financial Planning
Virginia
$45.8M +$4.22M +21,886 +10%
NFG
211
Nadler Financial Group
Illinois
$45.3M +$15.4M +80,167 +51%
PAS
212
Park Avenue Securities
New York
$44.7M -$4.48M -23,247 -9%
LGWM
213
Litman Gregory Wealth Management
California
$44.5M +$3.95M +20,515 +10%
NHC
214
Nicholas Hoffman & Company
Georgia
$43.5M -$771K -4,002 -2%
KIA
215
KCM Investment Advisors
California
$43.5M +$297K +1,539 +0.7%
Bessemer Group
216
Bessemer Group
New Jersey
$43.4M +$6.56M +34,036 +18%
HTC
217
Haverford Trust Company
Pennsylvania
$43.3M +$798K +4,139 +2%
HWM
218
Hemington Wealth Management
Virginia
$43.3M -$1.86M -9,659 -4%
FBT
219
First Bank & Trust
South Dakota
$43.2M +$37.3M +193,558 +595%
MMA
220
Miracle Mile Advisors
California
$43M +$86.1K +447 +0.2%
PWM
221
Prentice Wealth Management
New York
$42.6M -$3.29M -17,070 -7%
JFGLC
222
Johnson Financial Group LLC (Colorado)
Colorado
$42.4M +$3.65M +18,942 +9%
TCM
223
TD Capital Management
Tennessee
$42.2M +$1.24M +6,420 +3%
WFA
224
Wellspring Financial Advisors
Ohio
$41.6M -$1.48M -7,664 -0.1%
KIM
225
Karpus Investment Management
New York
$41.1M -$9.62M -49,892 -19%