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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
276
Clarius Group LLC
Washington
$62.2M +$61.2K +184 +0.1%
EFG
277
Everhart Financial Group
Ohio
$61.8M -$6.12M -18,401 -9%
WFA
278
Wellspring Financial Advisors
Ohio
$61.7M -$429K -1,290 -0%
NSAM
279
North Star Asset Management
Wisconsin
$61.7M +$731K +2,196 +1%
PPC
280
Pennington Partners & Co
Maryland
$59.9M +$5.69M +17,099 +11%
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.8M -$2.05M -6,166 -3%
MWM
282
Magnolia Wealth Management
Alabama
$59.1M +$418K +1,255 +0.7%
WIM
283
WealthPlan Investment Management
Nebraska
$59.1M -$2.34M -7,031 -4%
KA
284
Kearns & Associates
California
$58.6M -$15.3K -46 -0%
PG
285
Proffitt & Goodson
Tennessee
$58.2M -$890K -2,674 -2%
MWM
286
Manske Wealth Management
Texas
$58.1M +$199K +597 +0.3%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$57.8M -$816K -2,452 -1%
RWM
288
Raffa Wealth Management
District of Columbia
$57.6M +$1.26M +3,801 +2%
MWM
289
Modera Wealth Management
New Jersey
$57.3M -$714K -2,146 -1%
GP
290
Greenline Partners
New York
$57.3M -$144K -434 -0.3%
JFGLC
291
Johnson Financial Group LLC (Colorado)
Colorado
$56.8M -$3.76M -11,300 -6%
AAP
292
Arax Advisory Partners
Colorado
$56.7M +$56.3M +169,215 New
CIA
293
Concurrent Investment Advisors
Florida
$56.7M +$6.85M +20,602 +14%
CIA
294
Choate Investment Advisors
Massachusetts
$56.6M +$8.5M +25,549 +18%
RSWM
295
Robertson Stephens Wealth Management
California
$56.5M -$3.42M -10,278 -6%
I
296
INVST
Indiana
$56.1M +$696K +2,092 +1%
BW
297
BostonPremier Wealth
Massachusetts
$56M +$1.51M +4,538 +3%
TLIC
298
Taiyo Life Insurance Company
Japan
$55.7M – – –
CCWA
299
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54.9M -$3.96M -11,889 -7%
APM
300
a16z Perennial Management
California
$54.8M +$35M +105,141 New
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