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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
351
Advisory Services Network
Georgia
$38.6M +$11.5M +40,923 +49%
CFO
352
Capitol Family Office
Oregon
$38.5M +$193K +685 +0.5%
STA
353
Summit Trail Advisors
New York
$38.3M +$35.4M +125,692 New
VA
354
Valmark Advisers
Ohio
$38M +$2.6M +9,239 +8%
AAS
355
Annex Advisory Services
Wisconsin
$38M -$514K -1,828 -1%
BSHC
356
Breed's Hill Capital
Massachusetts
$38M -$129K -459 -0.4%
AWS
357
Atria Wealth Solutions
New York
$38M -$18M -64,156 -34%
CA
358
CGN Advisors
Kansas
$37.8M -$856K -3,045 -2%
WCP
359
Wick Capital Partners
Pennsylvania
$37.6M -$14.9M -52,981 -45%
SF
360
Synovus Financial
Georgia
$37.6M +$29.8M +106,061 +603%
G
361
GenTrust
Florida
$37.5M +$3.81M +13,546 +12%
NEPWA
362
New England Private Wealth Advisors
Massachusetts
$37.2M -$335K -1,192 -1%
NW
363
NewEdge Wealth
Pennsylvania
$37.2M +$4.53M +16,118 +16%
SA
364
Sanctuary Advisors
Indiana
$37.1M -$13.3M -47,361 -28%
FPB
365
First PREMIER Bank
South Dakota
$37M -$168K -599 -0.5%
LCM
366
Liberty Capital Management
Michigan
$36.9M +$1.76M +6,263 +5%
CAM
367
Cozad Asset Management
Illinois
$36.6M +$996K +3,542 +3%
CWMK
368
Caliber Wealth Management (Kansas)
Kansas
$36.6M -$3.49M -12,410 -9%
BF
369
Brooklyn FI
New York
$36.6M +$2.07M +7,355 +7%
BIM
370
Breakwater Investment Management
Washington
$36.6M -$199K -706 -0.6%
JWCA
371
J.W. Cole Advisors
Florida
$36.5M +$14.3M +50,805 +73%
UCFA
372
United Capital Financial Advisors
Texas
$36.3M -$2.41M -8,584 -7%
SWM
373
Scissortail Wealth Management
Oklahoma
$35.9M +$570K +2,025 +2%
PWM
374
Perigon Wealth Management
California
$35.8M +$501K +1,781 +2%
BDWCC
375
B&D White Capital Company
Texas
$35.6M +$32.9M +117,150 New
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15
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