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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
476
Atlantic Private Wealth
North Carolina
$12.3M +$849K +4,407 +7%
CB
477
Community Bank
New York
$12.3M – – –
CI
478
Conning Inc
Connecticut
$12.2M – – –
TWA
479
TCI Wealth Advisors
Arizona
$12.2M +$255K +1,322 +2%
WAAG
480
Wealth Alliance Advisory Group
Kansas
$12.1M +$835K +4,335 +7%
AW
481
Avion Wealth
Texas
$12M – – –
HI
482
Harbour Investments
Wisconsin
$12M -$1.23M -6,364 -9%
GA
483
GoalVest Advisory
New York
$12M +$11.9M +61,716 +5,560%
FDCC
484
Foster Dykema Cabot & Co
Massachusetts
$12M -$560K -2,904 -4%
MFA
485
McClarren Financial Advisors
Pennsylvania
$12M +$494K +2,565 +4%
EWG
486
Executive Wealth Group
Washington
$12M +$115K +599 +1%
BF
487
BOK Financial
Oklahoma
$11.9M +$1.36M +7,043 +13%
5SA
488
5th Street Advisors
Connecticut
$11.9M -$46.6K -242 -0.4%
BRWA
489
B. Riley Wealth Advisors
Florida
$11.9M -$593K -3,079 -5%
NA
490
NewEdge Advisors
Louisiana
$11.9M +$15.6M +81,056 +71%
FCM
491
Firestone Capital Management
Florida
$11.8M +$792K +4,109 +7%
BFAG
492
Blackston Financial Advisory Group
Florida
$11.7M -$390K -2,024 -3%
EF
493
Empirical Finance
Pennsylvania
$11.7M -$1.17M -6,086 -9%
PHAM
494
Palisades Hudson Asset Management
Florida
$11.7M -$45.3K -235 -0.4%
RSWM
495
Robertson Stephens Wealth Management
California
$11.7M +$5.36M +27,823 +84%
RMDI
496
R.M. Davis Inc
Maine
$11.6M -$56.5K -293 -0.5%
BF
497
Brooklyn FI
New York
$11.6M -$2.99M -15,523 -31%
WA
498
Waverly Advisors
Alabama
$11.5M -$135K -698 -1%
KTC
499
Kistler-Tiffany Companies
Pennsylvania
$11.5M -$289K -1,502 -2%
EWM
500
Evermay Wealth Management
Virginia
$11.4M -$862K -4,471 -7%
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