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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
501
Pension & Wealth Management Advisors
Massachusetts
$19.9M +$5.64M +19,420 +37%
EWA
502
EverSource Wealth Advisors
Alabama
$19.9M +$849K +2,922 +4%
NEAM
503
New England Asset Management
Connecticut
$19.9M +$6.19M +21,295 +42%
CA
504
Continuum Advisory
Idaho
$19.9M +$322K +1,110 +2%
RIM
505
Rockbridge Investment Management
New York
$19.8M -$397K -1,368 -2%
FWA
506
FSM Wealth Advisors
Ohio
$19.8M +$860K +2,960 +4%
P
507
&Partners
Tennessee
$19.8M +$3.89M +13,387 +23%
SAM
508
Satovsky Asset Management
New York
$19.8M +$915K +3,148 +5%
CNBT
509
Cornerstone National Bank & Trust
Illinois
$19.7M -$189K -651 -0.9%
WCP
510
Wealthcare Capital Partners
Pennsylvania
$19.6M +$281K +968 +1%
MWG
511
Martin Worley Group
Utah
$19.5M +$962K +3,310 +5%
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$19.5M -$1.28M -4,419 -6%
CIG
513
Cascade Investment Group
Colorado
$19.5M -$306K -1,052 -1%
CFS
514
Cannon Financial Strategists
Georgia
$19.5M +$266K +916 +1%
FHA
515
First Horizon Advisors
Tennessee
$19.4M -$417K -1,435 -2%
MCCA
516
Mill Creek Capital Advisors
Pennsylvania
$19.2M +$8.53M +29,366 +72%
JIC
517
Johnson Investment Counsel
Ohio
$19.2M +$683K +2,350 +3%
KDA
518
Kraft Davis & Associates
Missouri
$19.2M -$88.9K -306 -0.4%
RA
519
RFG Advisory
Alabama
$19.1M -$2.5M -8,608 -11%
JWCA
520
J.W. Cole Advisors
Florida
$19M -$2.37M -8,153 -11%
GWM
521
Geneos Wealth Management
Colorado
$18.9M -$327K -1,125 -2%
RMAM
522
Raab & Moskowitz Asset Management
New Jersey
$18.8M +$565K +1,944 +3%
LPAM
523
Lodestar Private Asset Management
California
$18.8M +$1.34M +4,626 +7%
WIA
524
World Investment Advisors
California
$18.7M +$4.74M +16,302 +32%
IAIM
525
Industrial Alliance Investment Management
Quebec, Canada
$18.5M -$196K -674 -1%
19 20
21
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