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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
351
O'Brien Wealth Partners
Massachusetts
$32.9M -$11.3M -43,537 -26%
WFP
352
Wrenne Financial Planning
Kentucky
$32.8M +$1.67M +6,440 +6%
CA
353
CGN Advisors
Kansas
$32.6M -$336K -1,300 -1%
GFP
354
Gryphon Financial Partners
Ohio
$32.5M +$28.7M +111,080 +1,080%
PFA
355
Pure Financial Advisors
California
$32.4M +$572K +2,210 +2%
RFG
356
REAP Financial Group
Texas
$32.4M +$3.53M +13,636 +13%
CFGSD
357
Compass Financial Group (South Dakota)
South Dakota
$32.3M -$260K -1,003 -0.8%
EFG
358
Everhart Financial Group
Ohio
$32.3M -$292K -1,128 -0.9%
BFWA
359
Benchmark Financial Wealth Advisors
Florida
$32M -$1.63M -6,281 -5%
SWIG
360
Strategic Wealth Investment Group
Kentucky
$31.9M +$30.8M +118,899 New
IC
361
Iconiq Capital
California
$31.8M -$22.5K -87 -0.1%
NPT
362
National Philanthropic Trust
Pennsylvania
$31.7M +$421K +1,625 +1%
VA
363
Valmark Advisers
Ohio
$31.7M +$666K +2,573 +2%
AT
364
Arlington Trust
Alabama
$31.6M +$19.6M +75,654 +177%
MA
365
Mutual Advisors
Nebraska
$31.6M +$1.73M +6,675 +6%
RSWM
366
Robertson Stephens Wealth Management
California
$31.6M +$16M +61,717 +111%
ODA
367
One Degree Advisors
California
$31.6M +$270K +1,042 +0.9%
PWM
368
Perigon Wealth Management
California
$31.4M -$139K -536 -0.5%
BIM
369
Breakwater Investment Management
Washington
$31.4M +$503K +1,944 +2%
GRP
370
Global Retirement Partners
California
$31.3M -$1.79M -6,918 -6%
SWM
371
Sterling Wealth Management
Illinois
$31.3M +$1.55K +6 +0%
CAM
372
Chandler Asset Management
California
$31.3M -$989K -3,820 -3%
FPB
373
First PREMIER Bank
South Dakota
$31.2M -$138K -532 -0.5%
WAM
374
Weinberger Asset Management
California
$31M -$196K -758 -0.7%
NEPWA
375
New England Private Wealth Advisors
Massachusetts
$30.9M -$186K -720 -0.6%
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15
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