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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
276
Nadler Financial Group
Illinois
$11.7M +$1.24M +8,205 +12%
OWP
277
Obermeyer Wealth Partners
Colorado
$11.7M -$515K -3,416 -4%
SC
278
Savant Capital
Illinois
$11.7M -$98.6K -654 -0.8%
GRP
279
Global Retirement Partners
California
$11.6M -$5.26M -34,893 -31%
WWM
280
Western Wealth Management
Colorado
$11.5M -$1.35M -8,956 -11%
NG
281
Northstar Group
New York
$11.4M +$608K +4,034 +6%
BAM
282
Belpointe Asset Management
Nevada
$11.3M +$866K +5,746 +8%
OIWM
283
OptiFour Integrated Wealth Management
Virginia
$11.3M -$837K -5,550 -7%
NFG
284
Next Financial Group
Texas
$11.2M +$731K +4,849 +7%
FT
285
Fiduciary Trust
Massachusetts
$11.2M +$4.55M +30,214 +69%
ASN
286
Advisory Services Network
Georgia
$11.1M – – –
GAG
287
GM Advisory Group
New York
$11.1M -$39.9K -265 -0.4%
RFM
288
Royal Fund Management
Florida
$11.1M +$925K +6,134 +9%
TF
289
TimeScale Financial
Massachusetts
$11.1M -$1.61M -10,692 -13%
EGWAG
290
Elwood & Goetz Wealth Advisory Group
Georgia
$11M -$156K -1,036 -1%
GWM
291
Geneos Wealth Management
Colorado
$11M +$582K +3,860 +6%
IWC
292
Integrated Wealth Concepts
Massachusetts
$10.9M -$9M -59,720 -45%
GC
293
Garde Capital
Washington
$10.9M +$155K +1,025 +1%
BF
294
Blankinship & Foster
California
$10.8M -$120K -795 -1%
IC
295
InterOcean Capital
Illinois
$10.8M -$169K -1,119 -2%
SFPM
296
Sensible Financial Planning & Management
Massachusetts
$10.7M +$138K +918 +1%
SPIA
297
Strategic Point Investment Advisors
Rhode Island
$10.7M -$420K -2,785 -4%
TFGT
298
TS Financial Group (TSFG)
Illinois
$10.6M -$391K -2,596 -4%
IA
299
IFG Advisory
Georgia
$10.6M +$10.6M +70,156 New
EWG
300
Executive Wealth Group
Washington
$10.5M -$108K -716 -1%
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