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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
351
Principal Securities
Iowa
$36.5M – – –
CWMK
352
Caliber Wealth Management (Kansas)
Kansas
$36.5M +$38.6M +132,729 New
JA
353
JVL Associates
Michigan
$36.1M -$38.9K -134 -0.1%
CIA
354
Concurrent Investment Advisors
Florida
$35.8M -$3.69M -12,696 -9%
UCFA
355
United Capital Financial Advisors
Texas
$35.2M -$1.39M -4,799 -4%
BIG
356
Brookwood Investment Group
Arizona
$35.1M +$37.1M +127,685 New
CA
357
CGN Advisors
Kansas
$35M +$1.35M +4,630 +4%
AAS
358
Annex Advisory Services
Wisconsin
$34.9M -$1.52M -5,239 -4%
MCFP
359
Mallini Complete Financial Planning
Florida
$34.7M +$36.7M +126,338 New
DT
360
Diversified Trust
Tennessee
$34.7M +$518K +1,784 +1%
CFO
361
Capitol Family Office
Oregon
$34.7M -$2.55M -8,775 -7%
BSHC
362
Breed's Hill Capital
Massachusetts
$34.5M – – –
TCM
363
Telos Capital Management
California
$34.4M -$315K -1,083 -0.9%
OIM
364
Opus Investment Management
Massachusetts
$34.4M +$6.4M +22,029 +21%
BF
365
Brooklyn FI
New York
$34M +$1.32M +4,532 +4%
BA
366
BCM Advisors
Louisiana
$33.9M +$56.1K +193 +0.2%
AFGAS
367
Allegiance Financial Group Advisory Services
Virginia
$33.6M +$2.55M +8,775 +8%
PA
368
PFG Advisors
Arizona
$33.6M -$2.16M -7,446 -6%
FPB
369
First PREMIER Bank
South Dakota
$33.6M +$766K +2,638 +2%
BIM
370
Breakwater Investment Management
Washington
$33.2M +$190K +654 +0.5%
NEPWA
371
New England Private Wealth Advisors
Massachusetts
$33.1M +$696K +2,397 +2%
DAS
372
Dynamic Advisor Solutions
Arizona
$33M +$34.9M +120,222 New
PF
373
Penney Financial
Texas
$32.6M +$1.2M +4,129 +4%
CFGSD
374
Compass Financial Group (South Dakota)
South Dakota
$32.6M -$644K -2,217 -2%
WCP
375
Wick Capital Partners
Pennsylvania
$32.6M +$568K +1,956 +2%
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