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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
501
Cornerstone Management
Georgia
$11.4M – – –
NEAM
502
New England Asset Management
Connecticut
$11.3M -$81.9K -425 -0.7%
GT
503
Greenleaf Trust
Michigan
$11.3M -$1.43M -7,395 -11%
VAS
504
Vestmark Advisory Solutions
Massachusetts
$11.3M +$5.6M +29,050 +96%
CA
505
Cambridge Advisors
Nebraska
$11.3M +$7.9K +41 +0.1%
FHB
506
First Hawaiian Bank
Hawaii
$11.2M -$493K -2,556 -4%
LA
507
LexAurum Advisors
Kansas
$11.1M +$508K +2,636 +5%
CG
508
CFO4Life Group
Texas
$10.9M +$7.48M +38,798 +211%
C
509
CFO4Life
Texas
$10.9M +$11M +57,219 New
JIC
510
Johnson Investment Counsel
Ohio
$10.9M -$1.09M -5,639 -9%
MA
511
Mutual Advisors
Nebraska
$10.9M +$3.57M +18,532 +48%
SWM
512
SigFig Wealth Management
California
$10.8M -$264K -1,372 -3%
SAG
513
SageView Advisory Group
California
$10.7M +$10.8M +56,130 New
CIG
514
Cascade Investment Group
Colorado
$10.7M +$10.8M +55,878 New
SPIO
515
Seven Post Investment Office
California
$10.7M +$6.23M +32,321 +137%
EGWAG
516
Elwood & Goetz Wealth Advisory Group
Georgia
$10.6M +$42.4K +220 +0.4%
SF
517
Symphony Financial
Texas
$10.6M +$5.15M +26,718 +98%
ABC
518
Associated Banc-Corp
Wisconsin
$10.5M +$289K +1,499 +3%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5M -$102K -531 -1%
LPAM
520
Lodestar Private Asset Management
California
$10.5M +$10.6M +54,818 New
DBRC
521
D.B. Root & Company
Pennsylvania
$10.5M -$157K -817 -1%
FCH
522
Freestone Capital Holdings
Washington
$10.5M -$182K -945 -2%
IWM
523
IHT Wealth Management
Illinois
$10.4M +$45.1K +234 +0.4%
ICG
524
InterOcean Capital Group
Tennessee
$10.4M +$253K +1,314 +2%
SC
525
Seldon Capital
California
$10.3M -$1.4M -7,250 -12%
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