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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
501
GoalVest Advisory
New York
$12.6M +$41.3K +198 +0.3%
CPCM
502
Cornerstone Partners Capital Management
Virginia
$12.6M -$7.09M -33,986 -37%
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6M +$487K +2,333 +4%
SF
504
Symphony Financial
Texas
$12.5M +$2M +9,606 +20%
CIG
505
Cascade Investment Group
Colorado
$12.5M +$123K +591 +1%
BRWA
506
B. Riley Wealth Advisors
Florida
$12.4M -$390K -1,872 -3%
SFA
507
Source Financial Advisors
New York
$12.3M +$477K +2,287 +4%
SAM
508
Satovsky Asset Management
New York
$12.3M +$2.22M +10,651 +24%
WL
509
WIT LLC
District of Columbia
$12.3M +$11.7M +56,000 New
NW
510
NewEdge Wealth
Pennsylvania
$12.1M +$1.74M +8,338 +18%
WWM
511
Western Wealth Management
Colorado
$12.1M +$290K +1,391 +3%
CAMG
512
CWA Asset Management Group
Florida
$12.1M +$1.49M +7,134 +15%
AFO
513
Arrowroot Family Office
California
$12.1M -$1.06M -5,095 -9%
EP
514
Essential Planning
New Hampshire
$12.1M +$209K +1,001 +2%
RMAM
515
Raab & Moskowitz Asset Management
New Jersey
$12.1M +$461K +2,209 +4%
CAM
516
Clark Asset Management
New Hampshire
$12.1M +$3.85M +18,458 +51%
LA
517
LexAurum Advisors
Kansas
$12M -$396K -1,899 -3%
CA
518
Continuum Advisory
Idaho
$12M +$496K +2,379 +5%
BOSSRA
519
B.O.S.S. Retirement Advisors
Utah
$12M +$6.27M +30,069 +124%
EWM
520
Evermay Wealth Management
Virginia
$12M -$260K -1,247 -2%
EGWAG
521
Elwood & Goetz Wealth Advisory Group
Georgia
$11.9M -$120K -577 -1%
SC
522
Seldon Capital
California
$11.9M – – –
LFS
523
Legacy Financial Strategies
Kansas
$11.8M +$129K +619 +1%
DWT
524
Dorsey & Whitney Trust
South Dakota
$11.7M -$2.33M -11,175 -17%
FCH
525
Freestone Capital Holdings
Washington
$11.7M +$46.1K +221 +0.4%
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