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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
376
Choreo LLC
Illinois
$17.1M +$332K +1,616 +2%
HR
377
Howe & Rusling
New York
$17M +$916K +4,460 +5%
BI
378
Blooom Inc
Kansas
$17M -$2.28M -11,082 -11%
GRP
379
Global Retirement Partners
California
$16.8M +$63.1K +307 +0.3%
FAIM
380
Financial Advocates Investment Management
Washington
$16.6M -$4.84M -23,556 -21%
IFG
381
Independent Financial Group
California
$16.6M +$452K +2,199 +3%
SJL
382
Shayne & Jacobs LLC
Tennessee
$16.5M -$620K -3,018 -3%
SEM
383
Strategic Equity Management
Arizona
$16.5M -$4.28M -20,850 -19%
AWA
384
Arete Wealth Advisors
Illinois
$16.4M +$3.04M +14,791 +21%
RWA
385
Ropes Wealth Advisors
Massachusetts
$16.4M +$5.43M +26,448 +44%
EWA
386
EP Wealth Advisors
California
$16.4M -$4.57M -22,232 -20%
EFG
387
Everhart Financial Group
Ohio
$16.4M -$1.11M -5,408 -6%
WPC
388
Wedmont Private Capital
Pennsylvania
$16.3M +$1.32M +6,424 +8%
GVAG
389
Great Valley Advisor Group
Delaware
$16.1M +$10.5M +50,888 +147%
MGIA
390
Moneta Group Investment Advisors
Missouri
$16.1M +$5.23M +25,451 +43%
AWM
391
Abound Wealth Management
Tennessee
$16M +$13.6M +66,065 +349%
SPIA
392
Steward Partners Investment Advisory
New York
$15.9M +$463K +2,255 +3%
OAJ
393
Ogorek Anthony Joseph
New York
$15.9M -$360K -1,754 -2%
SIC
394
Sigma Investment Counselors
Michigan
$15.8M +$251K +1,223 +1%
FHA
395
First Horizon Advisors
Tennessee
$15.7M +$4.87M +23,725 +40%
WRTC
396
Wind River Trust Company
Wyoming
$15.7M – – –
CA
397
CGN Advisors
Kansas
$15.7M +$1.05M +5,117 +7%
CFS
398
Cannon Financial Strategists
Georgia
$15.6M +$504K +2,453 +3%
SBL
399
Sargent Bickham Lagudis
Colorado
$15.5M +$76.8K +374 +0.5%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$15.5M +$11.1M +53,841 +192%
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16
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