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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
B
251
Bailard
California
$61.6M -$3.04M -10,805 -5%
CWM
252
Cedar Wealth Management
California
$61.1M – – –
WA
253
WBH Advisory
Maryland
$60.4M +$1.25M +4,453 +2%
IWC
254
Integrated Wealth Concepts
Massachusetts
$59.5M +$3.28M +11,653 +6%
LW
255
Libra Wealth
California
$59.5M -$1.59M -5,649 -3%
WFA
256
Wellspring Financial Advisors
Ohio
$59.1M +$743K +2,640 +0%
SPIA
257
Steward Partners Investment Advisory
New York
$59M +$4.49M +15,973 +9%
WAG
258
Winthrop Advisory Group
Massachusetts
$58.6M +$6.66M +23,694 +14%
BA
259
Bridgewater Advisors
New York
$58.5M +$1.34M +4,759 +3%
HR
260
Howe & Rusling
New York
$57.4M +$7.76M +27,592 +17%
QWM
261
Quaker Wealth Management
New Jersey
$57.1M +$52.8M +187,750 New
HA
262
Hanover Advisors
South Carolina
$57M -$5.22M -18,575 -9%
RSWM
263
Robertson Stephens Wealth Management
California
$56.7M +$11.3M +40,314 +28%
SMC
264
Smith, Moore & Co
Missouri
$56.6M -$1.08M -3,844 -2%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$56.2M -$2.18M -7,758 -4%
AF
266
Affiance Financial
Minnesota
$56.1M +$5.07M +18,018 +11%
BGA
267
Battery Global Advisors
Massachusetts
$56.1M +$4.33M +15,405 +9%
CGL
268
Clarius Group LLC
Washington
$56.1M -$5.55M -19,724 -10%
NSAM
269
North Star Asset Management
Wisconsin
$55.6M +$1.93M +6,847 +4%
AT
270
Arlington Trust
Alabama
$55.6M +$1.78M +6,344 +4%
OIA
271
OneDigital Investment Advisors
Kansas
$54.7M -$198K -703 -0.4%
MWM
272
Magnolia Wealth Management
Alabama
$54.7M +$849K +3,017 +2%
AI
273
Axos Invest
Nevada
$54.7M -$2.63M -9,342 -5%
AAMC
274
Asset Allocation & Management Company
Illinois
$54.3M -$367K -1,305 -0.7%
MWM
275
Modera Wealth Management
New Jersey
$53.9M -$1.05M -3,747 -2%
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