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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
Laidlaw Wealth Management
New York
$7.29M +$6.53M +35,700 +2,006%
CIAS
502
Capital Investment Advisory Services
North Carolina
$7.24M -$99.3K -543 -1%
SFA
503
Source Financial Advisors
New York
$7.24M +$6.8M +37,190 New
BUB
504
BBVA USA Bancshares
Texas
$7.18M -$1.48M -8,115 -18%
HL
505
HeadInvest LLC
Maine
$7.15M +$597K +3,265 +10%
PCG
506
Private Capital Group
Connecticut
$7.12M -$9.32K -51 -0.1%
FI
507
FormulaFolio Investments
Michigan
$7.11M +$1.91M +10,471 +40%
FRA
508
Frank Rimerman Advisors
California
$7.11M +$6.68M +36,528 New
LWM
509
Liberty Wealth Management
California
$7.11M +$325K +1,778 +5%
LCS
510
Levin Capital Strategies
New York
$7.05M +$1.89M +10,343 +40%
AAP
511
Arax Advisory Partners
Colorado
$7.03M +$131K +715 +2%
AWA
512
ARQ Wealth Advisors
Arizona
$6.98M -$403K -2,204 -6%
OC
513
Oppenheimer & Co
New York
$6.92M +$700K +3,831 +12%
RMDI
514
R.M. Davis Inc
Maine
$6.85M +$564K +3,087 +10%
IFA
515
Interactive Financial Advisors
Illinois
$6.83M +$6.31M +34,504 +5,722%
CTC
516
Central Trust Company
Missouri
$6.83M +$52.5K +287 +0.8%
SFWA
517
Summit Financial Wealth Advisors
Louisiana
$6.83M -$124K -680 -2%
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$6.77M +$1.15M +6,283 +22%
ML
519
McAdam LLC
Pennsylvania
$6.75M -$183K -999 -3%
BCMO
520
Buckingham Capital Management (Ohio)
Ohio
$6.71M -$240K -1,311 -4%
AAM
521
Autus Asset Management
Arizona
$6.68M -$311K -1,701 -5%
EWM
522
Empirical Wealth Management
Washington
$6.65M -$993K -5,435 -14%
BFPW
523
BOK Financial Private Wealth
Colorado
$6.65M +$2.78M +15,203 +80%
AIC
524
Ameritas Investment Company
Nebraska
$6.62M +$874K +4,781 +17%
ACM
525
Azimuth Capital Management
Michigan
$6.54M – – –
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