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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
376
Empirical Finance
Pennsylvania
$15.5M -$152K -701 -1%
SWA
377
Stratos Wealth Advisors
Ohio
$15.5M -$646K -2,975 -4%
RA
378
Rational Advisors
New York
$15.5M +$6.61M +30,449 +78%
LF
379
Lantz Financial
Illinois
$15.4M -$140K -647 -0.9%
PGWM
380
Parisi Gray Wealth Management
New Jersey
$15.4M -$2.42M -11,130 -14%
AWA
381
Arete Wealth Advisors
Illinois
$15.3M -$135K -623 -0.9%
BA
382
Bridgewater Advisors
New York
$15.2M +$2.44M +11,227 +20%
AW
383
Avion Wealth
Texas
$15.2M -$682K -3,142 -4%
PMAS
384
PNC Managed Account Solutions
Texas
$15.1M +$14.7M +67,955 New
PL
385
Plancorp LLC
Missouri
$15.1M -$1.92M -8,855 -12%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$15M -$1.91M -8,797 -12%
NEAM
387
New England Asset Management
Connecticut
$14.9M – – –
LIA
388
LBMC Investment Advisors
Tennessee
$14.8M +$35.4K +163 +0.2%
EWG
389
Executive Wealth Group
Washington
$14.7M -$124K -572 -0.9%
CAL
390
Capital Advisors Ltd
Ohio
$14.4M +$837K +3,855 +6%
TWA
391
TCI Wealth Advisors
Arizona
$14.4M +$405K +1,867 +3%
CAAS
392
Capital Asset Advisory Services
Michigan
$14.4M +$1.54M +7,077 +12%
APA
393
American Portfolios Advisors
New York
$14.3M +$1.25M +5,756 +10%
SFPM
394
Sensible Financial Planning & Management
Massachusetts
$14.3M +$6.08K +28 +0%
CI
395
Conning Inc
Connecticut
$14.3M – – –
CB
396
Community Bank
New York
$14.3M – – –
HNB
397
Huntington National Bank
Ohio
$14.2M +$6.7M +30,892 New
ODCM
398
Old Dominion Capital Management
Virginia
$14.2M +$389K +1,793 +3%
EGWAG
399
Elwood & Goetz Wealth Advisory Group
Georgia
$14.1M -$631K -2,908 -4%
NAMP
400
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14M +$167K +770 +1%
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