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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
226
Evensky & Katz
Florida
$34.9M -$669K -3,081 -2%
AC
227
Apella Capital
Connecticut
$34.9M +$1.73M +7,967 +5%
WAG
228
Winthrop Advisory Group
Massachusetts
$34.2M -$6.51K -30 -0%
TCM
229
TD Capital Management
Tennessee
$34M +$1.06M +4,891 +3%
UOMF
230
University of Maryland Foundation
Maryland
$33.9M – – –
GL
231
Graypoint LLC
New York
$33.9M -$701K -3,232 -2%
NSAM
232
North Star Asset Management
Wisconsin
$33.7M -$555K -2,557 -2%
EH
233
Equitable Holdings
New York
$33.6M +$1.66M +7,670 +5%
OL
234
Optas LLC
Texas
$33.6M +$1.36M +6,256 +4%
NIA
235
Northstar Investment Advisors
Colorado
$33.4M +$10.8M +49,877 +51%
AA
236
Ashford Advisors
New York
$33.3M +$1.9M +8,755 +6%
CAN
237
Cetera Advisor Networks
California
$33M +$5.26M +24,238 +20%
CCT
238
Country Club Trust
Missouri
$32.7M +$1.58M +7,301 +5%
NFC
239
Northeast Financial Consultants
Connecticut
$32.6M -$5.21K -24 -0%
BSSFA
240
Baron Silver Stevens Financial Advisors
Florida
$32.6M +$31.8M +146,452 New
RWI
241
Red Wave Investments
Pennsylvania
$32.6M +$1.65M +7,587 +5%
FHA
242
Flagship Harbor Advisors
Massachusetts
$32.1M +$171K +788 +0.5%
IC
243
Iconiq Capital
California
$32M – – –
WFA
244
Wade Financial Advisory
California
$32M +$2.93M +13,520 +10%
NSIM
245
North Star Investment Management
Illinois
$31.7M +$2.34M +10,801 +8%
GFP
246
Gryphon Financial Partners
Ohio
$31.6M +$1.09M +5,000 +3%
DPIM
247
Duff & Phelps Investment Management
Illinois
$31.3M +$591K +2,725 +2%
VVP
248
Venture Visionary Partners
Ohio
$30.9M +$1.49M +6,884 +5%
CWM
249
Cornerstone Wealth Management
Missouri
$30.8M -$406K -1,871 -1%
BFWA
250
Benchmark Financial Wealth Advisors
Florida
$30.6M +$103K +474 +0.3%
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