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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
251
O'Brien Wealth Partners
Massachusetts
$36.9M -$1.14M -5,688 -3%
AAS
252
Avantax Advisory Services
Texas
$36.7M +$223K +1,114 +0.6%
SMC
253
Smith, Moore & Co
Missouri
$36.4M -$309K -1,542 -0.9%
FHA
254
Flagship Harbor Advisors
Massachusetts
$36.4M -$642K -3,209 -2%
TC
255
Trilogy Capital
California
$36.2M +$414K +2,070 +1%
LW
256
Libra Wealth
California
$36.1M +$379K +1,894 +1%
PCIG
257
Partners Capital Investment Group
Massachusetts
$35.8M +$2.12M +10,572 +6%
APG
258
Abacus Planning Group
South Carolina
$35.5M +$3.17M +15,850 +10%
QA
259
Quantitative Advantage
Minnesota
$35.4M +$1.77M +8,852 +5%
RPWA
260
Regent Peak Wealth Advisors
Georgia
$35.4M -$407K -2,035 -1%
RIM
261
RW Investment Management
Idaho
$35.2M +$17.1M +85,660 +98%
NSAM
262
North Star Asset Management
Wisconsin
$35.1M +$385K +1,925 +1%
JIP
263
Jaffetilchin Investment Partners
Florida
$34.9M +$2.43M +12,131 +8%
UI
264
Unconventional Investor
New Hampshire
$34.6M +$832K +4,154 +3%
MHR
265
Matthew Hamilton Rosenberg
$34.5M -$158K -790 -0.5%
BL
266
Balentine LLC
Georgia
$34.5M -$407K -2,031 -1%
WAG
267
Winthrop Advisory Group
Massachusetts
$34.5M +$372K +1,857 +1%
IC
268
IEQ Capital
California
$34.4M +$963K +4,809 +3%
MIM
269
Morningstar Investment Management
Illinois
$34.3M -$224K -1,120 -0.7%
WA
270
WBH Advisory
Maryland
$34.3M +$33.6M +168,072 New
MWM
271
Magnolia Wealth Management
Alabama
$33.4M +$1.22M +6,108 +4%
SFG
272
StrategIQ Financial Group
Indiana
$33.1M -$564K -2,815 -2%
EAM
273
Evanson Asset Management
California
$32.8M -$5.87M -29,302 -15%
IWC
274
Integrated Wealth Concepts
Massachusetts
$32.5M +$9.56M +47,732 +43%
ECG
275
EPIQ Capital Group
California
$32.3M +$3.5M +17,472 +12%
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