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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
301
Atria Investments
North Carolina
$53.9M +$20.1M +60,056 +56%
RWP
302
RWA Wealth Partners
Massachusetts
$53.8M +$2.61M +7,779 +5%
TLIC
303
Taiyo Life Insurance Company
Japan
$53.3M – – –
TIM
304
Total Investment Management
Arizona
$53.2M +$55.7M +165,873 New
MIM
305
Morningstar Investment Management
Illinois
$53M -$16.1M -48,129 -23%
TWM
306
Tumwater Wealth Management
Idaho
$52.8M +$536K +1,597 +1%
EAM
307
Evanson Asset Management
California
$52.6M +$297K +885 +0.5%
AFGAS
308
Allegiance Financial Group Advisory Services
Virginia
$52.5M +$3.65M +10,871 +7%
DT
309
Diversified Trust
Tennessee
$52M +$5.46M +16,282 +11%
I
310
INVST
Indiana
$51.7M -$2.09M -6,233 -4%
HI
311
Harbour Investments
Wisconsin
$51.6M +$18.1M +53,820 +50%
SHWM
312
Smith & Howard Wealth Management
Georgia
$51.3M +$107K +318 +0.2%
OIM
313
Opus Investment Management
Massachusetts
$50.9M – – –
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$50.8M +$1.84M +5,473 +4%
AWA
315
Arkadios Wealth Advisors
Georgia
$50.5M +$20.5M +61,038 +63%
AA
316
Ashford Advisors
New York
$50.5M +$4.7K +14 +0%
WIM
317
WealthPlan Investment Management
Nebraska
$50.1M -$6.66M -19,853 -11%
NW
318
NewEdge Wealth
Pennsylvania
$49.9M -$23.2M -69,170 -31%
BIG
319
Brookwood Investment Group
Arizona
$49.7M +$3.64M +10,855 +8%
FC
320
Family CFO
California
$49.5M -$213K -635 -0.4%
JFGLC
321
Johnson Financial Group LLC (Colorado)
Colorado
$49.5M -$5.08M -15,148 -9%
PA
322
Parallel Advisors
California
$49.3M +$1.46M +4,364 +3%
AWM
323
Aberdeen Wealth Management
Illinois
$49.1M -$578K -1,724 -1%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.6M -$9.03M -26,917 -15%
EFN
325
Equita Financial Network
Pennsylvania
$48.3M -$3.18M -9,490 -6%
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