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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
376
Aveo Capital Partners
Colorado
$4.05M +$671K +5,011 +20%
LJHT
377
Laurie J. Hall Trustee
$4.01M +$747K +5,585 +24%
WP
378
WealthPLAN Partners
Nebraska
$3.97M -$4.94M -36,950 -56%
RC
379
Roundview Capital
New Jersey
$3.94M +$543K +4,061 +16%
BRWA
380
B. Riley Wealth Advisors
Florida
$3.91M +$411K +3,074 +12%
SPC
381
Sigma Planning Corp
Michigan
$3.9M -$14.3K -107 -0.4%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.82M +$24K +179 +0.6%
OMC
383
Overbrook Management Corp
New York
$3.81M +$85.6K +640 +2%
ACM
384
Ashford Capital Management
Delaware
$3.8M -$43.2K -323 -1%
CT
385
Cambridge Trust
Massachusetts
$3.74M -$64.2K -480 -2%
RJT
386
Raymond James Trust
Florida
$3.7M +$18.1K +135 +0.5%
ACP
387
Ashfield Capital Partners
California
$3.69M -$560K -4,185 -13%
FPB
388
First PREMIER Bank
South Dakota
$3.66M – – –
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$3.62M +$549K +4,102 +18%
LWMT
390
Legacy Wealth Management (Tennessee)
Tennessee
$3.59M – – –
MFT
391
Moisand Fitzgerald Tamayo
Florida
$3.53M -$93.5K -699 -3%
AIM
392
Advantage Investment Management
Iowa
$3.52M +$235K +1,759 +7%
BCM
393
Blume Capital Management
California
$3.52M – – –
FCIM
394
Fairview Capital Investment Management
California
$3.51M +$167K +1,250 +5%
HDIM
395
Hanson & Doremus Investment Management
Vermont
$3.5M -$41.8K -312 -1%
BUB
396
BBVA USA Bancshares
Texas
$3.4M +$2.23M +16,627 +205%
WA1
397
Wimmer Associates 1
California
$3.39M -$126K -945 -4%
RIA
398
Rocaton Investment Advisors
Connecticut
$3.39M +$3.31M +24,730 New
PTC
399
Philadelphia Trust Company
Pennsylvania
$3.39M – – –
LA
400
LexAurum Advisors
Kansas
$3.37M +$3.16M +23,618 New
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16
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