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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
326
Axos Invest
Nevada
$47M -$11.6M -36,695 -20%
NSIM
327
North Star Investment Management
Illinois
$46.7M -$168K -532 -0.4%
TVAMP
328
Tennessee Valley Asset Management Partners
Tennessee
$46.5M +$877K +2,776 +2%
CCM
329
Coldstream Capital Management
Washington
$46M +$7.9M +25,013 +22%
IFG
330
Independent Financial Group
California
$45.8M -$1.27M -4,008 -3%
RWI
331
Red Wave Investments
Pennsylvania
$45.8M -$84K -266 -0.2%
BF
332
Brooklyn FI
New York
$45.7M +$5.75M +18,218 +15%
PCFFS
333
Pacific Center for Financial Services
California
$45.6M -$234K -740 -0.5%
SI
334
Seeds Investor
New York
$45.5M +$186K +589 +0.4%
BL
335
Balentine LLC
Georgia
$45.5M -$1.64M -5,191 -4%
FFWA
336
FRG Family Wealth Advisors
Washington
$45.5M -$1.35M -4,268 -3%
CC
337
Cypress Capital
Tennessee
$45.4M -$3.48M -11,018 -7%
BIG
338
Brookwood Investment Group
Arizona
$45.3M +$2.73M +8,657 +7%
CA
339
Clearstead Advisors
Ohio
$45.3M -$385K -1,219 -0.9%
TCCP
340
Tide Cove Capital Partners
California
$45M +$101K +320 +0.2%
FWTB
341
First Western Trust Bank
Colorado
$44.4M +$98.9K +313 +0.2%
LNWTC
342
Laird Norton Wetherby Trust Company
Washington
$44.3M -$6.78M -21,478 -14%
GWA
343
Gibson Wealth Advisors
Texas
$43.9M +$986K +3,121 +2%
KIM
344
Karpus Investment Management
New York
$43.9M -$1.31M -4,145 -3%
FHA
345
Flagship Harbor Advisors
Massachusetts
$43.9M -$1.09M -3,462 -3%
NPT
346
National Philanthropic Trust
Pennsylvania
$43.6M -$954K -3,021 -2%
ASN
347
Advisory Services Network
Georgia
$43.6M +$2.73M +8,635 +7%
VWA
348
VERITY Wealth Advisors
United States
$43.5M -$1.9K -6 -0%
OBWP
349
O'Brien Wealth Partners
Massachusetts
$43.3M -$147K -466 -0.4%
MCFP
350
Mallini Complete Financial Planning
Florida
$43.1M +$859K +2,719 +2%
12 13
14
15 16