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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
251
Baron Silver Stevens Financial Advisors
Florida
$32.9M +$390K +1,711 +1%
RWI
252
Red Wave Investments
Pennsylvania
$32.8M +$358K +1,572 +1%
AT
253
Arden Trust
Delaware
$32.5M -$5.81M -25,484 -15%
NSIM
254
North Star Investment Management
Illinois
$32.3M +$652K +2,861 +2%
VVP
255
Venture Visionary Partners
Ohio
$32.2M +$2.03M +8,916 +7%
NFC
256
Northeast Financial Consultants
Connecticut
$32.1M -$413K -1,811 -1%
FHA
257
Flagship Harbor Advisors
Massachusetts
$32.1M – – –
WFA
258
Wade Financial Advisory
California
$31.8M -$98.5K -432 -0.3%
DPIM
259
Duff & Phelps Investment Management
Illinois
$31.3M +$84.4K +370 +0.3%
CWM
260
Cornerstone Wealth Management
Missouri
$30.9M +$244K +1,072 +0.8%
AWM
261
Altus Wealth Management
Kentucky
$30.7M +$1.65M +7,256 +6%
NFG
262
Nadler Financial Group
Illinois
$30.4M +$1.81M +7,918 +6%
GG
263
Gleason Group
Kentucky
$30.3M +$920K +4,036 +3%
BCM
264
Brookstone Capital Management
Illinois
$30.2M +$13.9M +60,798 +83%
GFP
265
Gryphon Financial Partners
Ohio
$29.9M -$11.1M -48,824 -27%
GBI
266
GP Brinson Investments
Illinois
$29.9M – – –
BFWA
267
Benchmark Financial Wealth Advisors
Florida
$29.7M -$800K -3,509 -3%
AAS
268
Avantax Advisory Services
Texas
$29.5M -$982K -4,306 -3%
CB
269
Commerce Bank
Missouri
$28.9M +$1.57M +6,902 +6%
ECG
270
EPIQ Capital Group
California
$28.9M -$928K -4,068 -3%
HCA
271
Heck Capital Advisors
Wisconsin
$28.7M -$706K -3,098 -2%
CAM
272
Chandler Asset Management
California
$28.6M -$504K -2,210 -2%
SWP
273
Stratos Wealth Partners
Ohio
$28.6M +$1.24M +5,449 +4%
MPW
274
Monterey Private Wealth
California
$28.6M +$7.01M +30,726 +32%
BAM
275
Belpointe Asset Management
Nevada
$28.1M +$3.85M +16,878 +15%
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