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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
376
Cary Street Partners
Virginia
$40.8M +$488K +1,455 +1%
BA
377
BCM Advisors
Louisiana
$40.7M -$4.43M -13,206 -10%
VWA
378
VERITY Wealth Advisors
United States
$40.5M -$1.31M -3,913 -3%
BL
379
BFSG LLC
California
$40.5M +$1.72M +5,137 +4%
PMA
380
Prudent Man Advisors
Illinois
$40M -$3.05M -9,076 -7%
CAM
381
Cozad Asset Management
Illinois
$39.8M +$723K +2,154 +2%
UCFA
382
United Capital Financial Advisors
Texas
$39.8M -$60.1K -179 -0.1%
RAG
383
RIA Advisory Group
Iowa
$39.7M +$2.26M +6,744 +6%
PWM
384
Prentice Wealth Management
New York
$39.5M -$29.3M -87,242 -42%
SA
385
Sanctuary Advisors
Indiana
$39.1M +$209K +622 +0.5%
KFGK
386
Keystone Financial Group (Kentucky)
Kentucky
$39.1M +$509K +1,517 +1%
EWA
387
EverSource Wealth Advisors
Alabama
$39M +$8.66M +25,819 +27%
BP
388
BWM Planning
Texas
$39M +$3.56M +10,617 +10%
TCM
389
Telos Capital Management
California
$38.9M -$1.03M -3,075 -2%
FTS
390
Fifth Third Securities
Ohio
$38.9M -$786K -2,342 -2%
SWM
391
Sterling Wealth Management
Illinois
$38.7M +$871K +2,595 +2%
BFG
392
Bleakley Financial Group
New Jersey
$38.6M +$6.07M +18,092 +18%
AAS
393
Annex Advisory Services
Wisconsin
$38.5M -$1.06M -3,149 -3%
RFP
394
Root Financial Partners
California
$38.2M +$7.83M +23,331 +24%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$38.1M +$9.89M +29,470 +33%
BIM
396
Breakwater Investment Management
Washington
$37.7M -$982K -2,926 -2%
OFP
397
OLIO Financial Planning
Virginia
$37.4M -$671K -2,001 -2%
AGWCA
398
Annis Gardner Whiting Capital Advisors
Florida
$37.3M +$3M +8,955 +8%
CWM
399
Connecticut Wealth Management
Connecticut
$36.9M -$633K -1,888 -2%
MF
400
Manuka Financial
Virginia
$36.8M +$1.66M +4,937 +4%
14 15
16
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