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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
476
Philadelphia Trust Company
Pennsylvania
$3.15M – – –
HWMG
477
Hurlow Wealth Management Group
Indiana
$3.14M +$3.2M +23,191 New
WA
478
Winfield Associates
Ohio
$3.11M +$142K +1,028 +4%
GLLW
479
Graves Light Lenhart Wealth
Virginia
$3.08M +$3.33M +24,149 New
BRWM
480
B. Riley Wealth Management
Tennessee
$3.06M +$2.64M +19,118 +395%
MFT
481
Moisand Fitzgerald Tamayo
Florida
$3.06M -$48K -348 -1%
UR
482
USCA RIA
Texas
$3.04M +$1.28M +9,283 +64%
HW
483
Hancock Whitney
Mississippi
$3.03M +$98.2K +711 +3%
NGA
484
Naples Global Advisors
Florida
$3M – – –
AP
485
Arlington Partners
Alabama
$2.99M +$2.67M +19,309 +466%
BPWA
486
Beacon Pointe Wealth Advisors
California
$2.96M +$3.21M +23,234 New
DAS
487
Dynamic Advisor Solutions
Arizona
$2.96M -$1.53M -11,107 -34%
SWA
488
Stratos Wealth Advisors
Ohio
$2.93M +$3.17M +22,963 New
BFG
489
Barber Financial Group
Kansas
$2.92M -$536K -3,882 -15%
BFO
490
Boston Family Office
Massachusetts
$2.91M +$116K +842 +4%
LSA
491
L & S Advisors
California
$2.9M +$1.45M +10,515 +86%
SW
492
SlateStone Wealth
Florida
$2.88M +$3.11M +22,551 New
B
493
Barings
North Carolina
$2.83M – – –
ACI
494
Alpha Cubed Investments
California
$2.79M +$672K +4,871 +29%
FHB
495
First Hawaiian Bank
Hawaii
$2.78M +$637K +4,617 +27%
TRCT
496
Tower Research Capital (TRC)
New York
$2.78M +$3M +21,762 New
TWA
497
Tillar-Wenstrup Advisors
Ohio
$2.77M +$3M +21,721 New
DWM
498
Dakota Wealth Management
Florida
$2.77M +$219K +1,586 +8%
CT
499
Cambridge Trust
Massachusetts
$2.72M -$822K -5,953 -22%
SBH
500
Segall Bryant & Hamill
Illinois
$2.71M +$302K +2,186 +11%
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