We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
251
Regent Peak Wealth Advisors
Georgia
$37.9M +$225K +1,000 +0.6%
WA
252
WBH Advisory
Maryland
$37.6M +$2.13M +9,454 +6%
TC
253
Trilogy Capital
California
$37.2M -$9.26M -41,193 -20%
OBWP
254
O'Brien Wealth Partners
Massachusetts
$37.1M -$1.17M -5,204 -3%
HIP
255
HUB Investment Partners
Texas
$36.5M +$1.75M +7,774 +5%
MHR
256
Matthew Hamilton Rosenberg
$36.4M +$5.63M +25,014 +19%
AWS
257
Atria Wealth Solutions
New York
$36.3M +$35.8M +159,296 New
OL
258
Optas LLC
Texas
$36.2M +$424K +1,884 +1%
JIP
259
Jaffetilchin Investment Partners
Florida
$36.2M -$6.87M -30,543 -14%
AAMC
260
Asset Allocation & Management Company
Illinois
$36.2M -$2.49M -11,082 -7%
WAG
261
Winthrop Advisory Group
Massachusetts
$36.1M +$355K +1,579 +1%
AAS
262
Avantax Advisory Services
Texas
$36M +$4.39M +19,536 +14%
EVM
263
Eaton Vance Management
Massachusetts
$35.2M +$7.17M +31,883 +26%
IC
264
Iconiq Capital
California
$35.1M +$10.6M +47,254 +44%
NSAM
265
North Star Asset Management
Wisconsin
$34.9M +$298K +1,325 +0.9%
CWM
266
Cherrydale Wealth Management
New Jersey
$34.5M +$5.61M +24,952 +20%
SWP
267
Stratos Wealth Partners
Ohio
$34.4M +$3.79M +16,845 +13%
MWM
268
MorganRosel Wealth Management
Colorado
$34.4M +$4.58M +20,350 +16%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$34.1M +$83.2K +370 +0.2%
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$34.1M -$17.9M -79,582 -33%
RWI
271
Red Wave Investments
Pennsylvania
$33.9M -$18.2K -81 -0.1%
SW
272
SVB Wealth
Massachusetts
$33.4M +$152K +675 +0.5%
DPIM
273
Duff & Phelps Investment Management
Illinois
$32.6M +$200K +890 +0.6%
AWM
274
Altus Wealth Management
Kentucky
$32.6M +$936K +4,164 +3%
NFG
275
Nadler Financial Group
Illinois
$32.3M +$264K +1,174 +0.8%
9 10
11
12 13