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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
501
Pinnacle Wealth Management Advisory Group
New Jersey
$9.63M -$948K -4,156 -9%
BCA
502
Berman Capital Advisors
Georgia
$9.52M +$163K +715 +2%
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$9.52M -$19.4K -85 -0.2%
DBT
504
Dubuque Bank & Trust
Iowa
$9.49M -$243K -1,066 -2%
PWM
505
PRW Wealth Management
Massachusetts
$9.46M +$9.19M +40,300 +1,751%
OC
506
Oppenheimer & Co
New York
$9.45M -$375K -1,646 -4%
CT
507
Coastline Trust
Rhode Island
$9.44M +$182K +798 +2%
APA
508
American Portfolios Advisors
New York
$9.41M -$4.98M -21,823 -34%
LNB
509
Ledyard National Bank
$9.41M -$3.62M -15,861 -27%
BP
510
BBR Partners
New York
$9.41M +$34.7K +152 +0.4%
PA
511
PFG Advisors
Arizona
$9.37M -$240K -1,053 -2%
BRWA
512
B. Riley Wealth Advisors
Florida
$9.35M +$525K +2,304 +6%
IWP
513
Icon Wealth Partners
Texas
$9.34M -$145K -638 -1%
AAP
514
Arax Advisory Partners
Colorado
$9.28M -$369K -1,618 -4%
BAM
515
Baldrige Asset Management
Pennsylvania
$9.27M -$202K -886 -2%
BPWM
516
Badgley Phelps Wealth Managers
Washington
$9.26M +$9.51M +41,698 New
B
517
Brightworth
Georgia
$9.25M +$217K +952 +2%
NFG
518
Next Financial Group
Texas
$9.23M -$46.1K -202 -0.5%
RGC
519
Roberts, Glore & Co
Illinois
$9.16M +$382K +1,674 +4%
H
520
HoyleCohen
California
$9.14M +$1.36M +5,981 +17%
LWM
521
Liberty Wealth Management
California
$9.11M +$1.13M +4,938 +14%
WA
522
Waverly Advisors
Alabama
$9.04M +$104K +457 +1%
5L
523
55I LLC
Massachusetts
$9.03M +$3.71M +16,255 +67%
KFGK
524
Keystone Financial Group (Kentucky)
Kentucky
$9.03M +$475K +2,083 +5%
SMA
525
Sage Mountain Advisors
Georgia
$8.99M +$1.25M +5,482 +16%
19 20
21
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