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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
451
RiverFront Investment Group
Virginia
$1.61M +$1.57M +13,985 New
VWM
452
Venturi Wealth Management
Texas
$1.59M -$54K -480 -3%
KAM
453
Keeley Asset Management
Illinois
$1.59M +$191K +1,698 +14%
PFPT
454
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.58M +$692K +6,152 +82%
CPA
455
Capital Planning Advisors
California
$1.56M +$86.7K +771 +6%
BCA
456
Bernzott Capital Advisors
California
$1.56M +$72.6K +645 +5%
SBIA
457
Sheaff Brock Investment Advisors
Indiana
$1.56M -$248K -2,209 -14%
KBFS
458
Kohmann Bosshard Financial Services
Ohio
$1.56M +$1.48M +13,159 New
FC
459
Financial Consulate
Maryland
$1.56M -$332K -2,951 -18%
CA
460
Cambridge Associates
Massachusetts
$1.55M – – –
FNBOO
461
First National Bank of Omaha
Nebraska
$1.54M +$616K +5,475 +69%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$1.53M -$142K -1,264 -9%
IWA
463
IBEX Wealth Advisors
New Jersey
$1.5M +$130K +1,158 +10%
EFS
464
Essex Financial Services
Connecticut
$1.48M +$65.7K +584 +5%
SC
465
SouthState Corp
Florida
$1.48M -$93.4K -830 -6%
MWM
466
Marietta Wealth Management
Georgia
$1.46M +$1.42M +12,643 New
AC
467
Alexandria Capital
Virginia
$1.45M -$3.83K -34 -0.3%
EHPM
468
Emery Howard Portfolio Management
California
$1.45M +$225 +2 +0%
CCM
469
Coe Capital Management
Illinois
$1.45M -$10.1K -90 -0.7%
PWMAG
470
Pinnacle Wealth Management Advisory Group
New Jersey
$1.44M +$226K +2,012 +19%
FNFDCM
471
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.44M – – –
BRM
472
Boston Research & Management
Massachusetts
$1.43M – – –
PL
473
Plancorp LLC
Missouri
$1.41M +$1.38M +12,240 New
MWM
474
Modera Wealth Management
New Jersey
$1.41M -$225 -2 -0%
SCA
475
Stillwater Capital Advisors
Pennsylvania
$1.4M – – –
17 18
19
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