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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$5.94M +$212K +1,440 +4%
KL
352
KWMG LLC
Kansas
$5.93M -$225K -1,530 -4%
OMC
353
Overbrook Management Corp
New York
$5.91M +$1.02M +6,905 +21%
AL
354
Aspiriant LLC
California
$5.9M -$4.42K -30 -0.1%
AAM
355
Autus Asset Management
Arizona
$5.88M -$119K -807 -2%
SPC
356
Sigma Planning Corp
Michigan
$5.86M +$657K +4,467 +13%
RWM
357
Raffa Wealth Management
District of Columbia
$5.83M +$585K +3,974 +11%
WB
358
Webster Bank
Connecticut
$5.81M – – –
IWM
359
IHT Wealth Management
Illinois
$5.8M +$1.51M +10,294 +36%
MHS
360
M Holdings Securities
Oregon
$5.8M +$117K +794 +2%
ABC
361
Associated Banc-Corp
Wisconsin
$5.74M -$128K -873 -2%
VC
362
Vicus Capital
Pennsylvania
$5.65M -$1.08M -7,364 -16%
RIA
363
Rocaton Investment Advisors
Connecticut
$5.62M -$300K -2,040 -5%
P
364
Pitcairn
Pennsylvania
$5.58M -$334K -2,270 -6%
SCG
365
Sonata Capital Group
Washington
$5.51M +$112K +759 +2%
SCM
366
Southport Capital Management
Tennessee
$5.49M – – –
FA
367
FDx Advisors
Illinois
$5.49M -$78K -530 -1%
SFG
368
SNS Financial Group
Minnesota
$5.41M +$472K +3,206 +10%
FWP
369
FAS Wealth Partners
Kansas
$5.41M +$67.6K +459 +1%
LFAS
370
Level Four Advisory Services
Texas
$5.4M -$1.02M -6,928 -16%
DWT
371
Dorsey & Whitney Trust
South Dakota
$5.35M -$61.4K -417 -1%
SLF
372
Sun Life Financial
Ontario, Canada
$5.34M – – –
SWM
373
Sequoia Wealth Management
Illinois
$5.3M +$457K +3,102 +10%
C
374
Clearshares
New York
$5.28M +$459K +3,117 +10%
IFWM
375
Institute for Wealth Management
Colorado
$5.25M -$1.03M -6,982 -17%
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