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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
UI
251
Unconventional Investor
New Hampshire
$66.2M -$773K -2,447 -1%
CWM
252
Cedar Wealth Management
California
$66M – – –
LW
253
Libra Wealth
California
$65.9M +$1.58M +5,002 +3%
OIA
254
OneDigital Investment Advisors
Kansas
$65.8M +$6.45M +20,422 +11%
CL
255
Choreo LLC
Illinois
$65.7M -$1.25M -3,946 -2%
IWC
256
Integrated Wealth Concepts
Massachusetts
$63.9M -$290K -917 -0.5%
AAMC
257
Asset Allocation & Management Company
Illinois
$63.5M +$4.77M +15,109 +8%
SPIA
258
Steward Partners Investment Advisory
New York
$63.5M -$192K -607 -0.3%
AF
259
Affiance Financial
Minnesota
$63.5M +$2.78M +8,792 +5%
WAG
260
Winthrop Advisory Group
Massachusetts
$63M -$243K -769 -0.4%
BGA
261
Battery Global Advisors
Massachusetts
$62.7M +$2.07M +6,538 +4%
AT
262
Arlington Trust
Alabama
$62.2M +$2.07M +6,567 +4%
MSFS
263
Main Street Financial Solutions
Pennsylvania
$61.5M +$777K +2,460 +1%
PA
264
Procyon Advisors
Connecticut
$61.5M +$51M +161,329 +622%
SMC
265
Smith, Moore & Co
Missouri
$61.4M +$213K +675 +0.4%
HA
266
Hanover Advisors
South Carolina
$61.3M -$310K -982 -0.5%
NHC
267
Nicholas Hoffman & Company
Georgia
$61.2M +$6.85M +21,670 +13%
WFA
268
Wellspring Financial Advisors
Ohio
$61M -$2.29M -7,260 -0.1%
CGL
269
Clarius Group LLC
Washington
$60.8M +$297K +941 +0.5%
OO
270
Obsido Oy
$60.6M +$5.14M +16,273 +10%
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.5M -$7.49M -23,726 -11%
WIM
272
WealthPlan Investment Management
Nebraska
$60.1M +$3.74M +11,851 +7%
QWM
273
Quaker Wealth Management
New Jersey
$60M -$1.51M -4,786 -3%
NSAM
274
North Star Asset Management
Wisconsin
$59.7M -$378K -1,198 -0.7%
HR
275
Howe & Rusling
New York
$59.4M -$2.53M -8,023 -4%
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