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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
376
Liberty Capital Management
Michigan
$21.3M +$4.39M +19,851 +25%
AWM
377
AllSquare Wealth Management
New York
$21.1M -$664 -3 -0%
BA
378
Bridgewater Advisors
New York
$21.1M +$968K +4,371 +5%
JCM
379
Jacobi Capital Management
Pennsylvania
$21.1M +$221 +1 +0%
RWIA
380
Roger Wittlin Investment Advisory
California
$21M +$1.12M +5,054 +5%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$20.9M +$983K +4,440 +5%
SF
382
Symphony Financial
Texas
$20.9M +$8.96M +40,471 +71%
CPC
383
Consolidated Planning Corp
Georgia
$20.8M +$1.49M +6,713 +7%
IWM
384
Integris Wealth Management
California
$20.8M +$21.5M +96,946 +10,572%
GPWA
385
Great Point Wealth Advisors
Massachusetts
$20.7M -$1.19M -5,377 -5%
SIC
386
Sigma Investment Counselors
Michigan
$20.4M -$439K -1,984 -2%
FAIM
387
Financial Advocates Investment Management
Washington
$20.4M +$433K +1,958 +2%
GDP
388
Great Diamond Partners
Maine
$20.3M -$193K -873 -0.9%
AF
389
Affiance Financial
Minnesota
$20.1M +$3.3M +14,895 +19%
TFGT
390
TS Financial Group (TSFG)
Illinois
$19.9M +$1.1M +4,992 +6%
HSA
391
HBK Sorce Advisory
Pennsylvania
$19.8M +$513K +2,318 +3%
SQA
392
Simon Quick Advisors
New Jersey
$19.8M -$251K -1,133 -1%
PCWA
393
Pacific Capital Wealth Advisors
California
$19.7M -$981K -4,430 -5%
CGA
394
Crescent Grove Advisors
Illinois
$19.6M +$115K +521 +0.6%
WA
395
Waverly Advisors
Alabama
$19.2M +$410K +1,854 +2%
KPWS
396
Kestra Private Wealth Services
Texas
$19.2M +$1.93M +8,727 +11%
SFS
397
Starfox Financial Services
Texas
$19.2M +$1.23M +5,537 +7%
SJL
398
Shayne & Jacobs LLC
Tennessee
$19.1M – – –
WRTC
399
Wind River Trust Company
Wyoming
$19.1M – – –
VVP
400
Venture Visionary Partners
Ohio
$19.1M -$1.05M -4,759 -5%
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