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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
451
Stokes Family Office
Louisiana
$13.3M +$12.1K +63 +0.1%
CCWA
452
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.3M +$6.51M +33,795 +95%
HNB
453
Huntington National Bank
Ohio
$13.2M – – –
RFM
454
Royal Fund Management
Florida
$13.2M +$641K +3,325 +5%
KDA
455
Kraft Davis & Associates
Missouri
$13.2M +$12.3M +63,795 New
CHAM
456
Clear Harbor Asset Management
Connecticut
$13.2M -$1.59M -8,249 -11%
AF
457
Affiance Financial
Minnesota
$13.1M +$117K +606 +0.9%
MCM
458
Manchester Capital Management
Vermont
$13.1M +$11.8M +61,076 +823%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$13.1M +$62.1K +322 +0.5%
CT
460
Coastline Trust
Rhode Island
$13M +$1.08M +5,620 +9%
NCM
461
Northland Capital Management
Minnesota
$13M +$5.17M +26,817 +65%
PGA
462
Portland Global Advisors
Maine
$13M +$152K +791 +1%
AMR
463
Asset Management Resources
Massachusetts
$13M -$1.06M -5,496 -7%
LCM
464
Liberty Capital Management
Michigan
$13M -$181K -937 -1%
WIM
465
Warwick Investment Management
Texas
$12.8M +$797K +4,134 +7%
PCP
466
Proficio Capital Partners
Massachusetts
$12.7M -$12.7M -65,866 -50%
OH
467
Oikos Holdings
New York
$12.6M -$66.5M -345,150 -84%
NAMP
468
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.6M -$150K -776 -1%
SFA
469
Source Financial Advisors
New York
$12.5M +$559K +2,900 +5%
TF
470
TLWM Financial
Texas
$12.5M +$12.6M +65,547 New
RCM
471
Rain Capital Management
Oregon
$12.5M -$617K -3,201 -5%
CAG
472
Compass Advisory Group
New York
$12.5M +$167K +868 +1%
AAS
473
Ameritas Advisory Services
Nebraska
$12.4M +$1.75M +9,089 +16%
PGWM
474
Parisi Gray Wealth Management
New Jersey
$12.4M +$7.91M +41,029 +171%
DWT
475
Dorsey & Whitney Trust
South Dakota
$12.3M -$1.18M -6,138 -9%
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