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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
401
LPF Advisors
Florida
$28.5M +$587K +2,153 +2%
AWM
402
AllSquare Wealth Management
New York
$28.4M +$436K +1,599 +2%
BL
403
BFSG LLC
California
$28.3M +$990K +3,628 +4%
GL
404
Graypoint LLC
New York
$28.3M -$527K -1,933 -2%
BIG
405
Bush Investment Group
Georgia
$28.2M +$203K +745 +0.8%
OWP
406
Obermeyer Wealth Partners
Colorado
$28.1M +$1.19M +4,361 +5%
MFA
407
Morling Financial Advisors
California
$27.9M +$2.08M +7,639 +8%
CCA
408
Cobblestone Capital Advisors
New York
$27.9M -$49.4K -181 -0.2%
AI
409
Atria Investments
North Carolina
$27.8M -$3.18M -11,663 -11%
ECT
410
Ebor Charitable Trust
Wyoming
$27.7M -$427K -1,565 -2%
CIA
411
Choate Investment Advisors
Massachusetts
$27.7M – – –
HI
412
Harbour Investments
Wisconsin
$27.6M +$4.04M +14,828 +18%
LRIA
413
Leonard Rickey Investment Advisors
Washington
$27.5M +$790K +2,898 +3%
MG
414
Mather Group
Illinois
$27.4M -$2.55M -9,360 -9%
HSA
415
HBK Sorce Advisory
Pennsylvania
$27.4M -$429K -1,574 -2%
TWA
416
Trellis Wealth Advisors
California
$27.4M -$938K -3,440 -3%
FAG
417
Financial Architects (Georgia)
Georgia
$27.1M +$45K +165 +0.2%
RC
418
Roundview Capital
New Jersey
$27M +$791K +2,899 +3%
FAIM
419
Financial Advocates Investment Management
Washington
$26.8M +$572K +2,097 +2%
GVAG
420
Great Valley Advisor Group
Delaware
$26.7M +$1.45M +5,308 +6%
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$26.7M +$7.28M +26,674 +40%
BFS
422
Burrus Financial Services
Utah
$26.5M -$24.3M -89,234 -49%
MIM
423
Monashee Investment Management
Massachusetts
$26.5M – – –
JCM
424
Jacobi Capital Management
Pennsylvania
$26.5M +$19.3M +70,654 +309%
MPCL
425
My Personal CFO LLC
Washington
$26.4M +$1.3M +4,757 +5%
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