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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
526
Parisi Gray Wealth Management
New Jersey
$16.8M +$197K +762 +1%
AWM
527
Apollon Wealth Management
South Carolina
$16.7M +$82.8K +320 +0.5%
BC
528
Barrett & Company
Rhode Island
$16.7M -$969K -3,742 -6%
AW
529
Avion Wealth
Texas
$16.5M -$195K -755 -1%
LPAM
530
Lodestar Private Asset Management
California
$16.5M +$524K +2,023 +3%
MCM
531
MontVue Capital Management
Virginia
$16.5M -$149K -574 -0.9%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$16.5M +$1.65M +6,356 +12%
CAG
533
Compass Advisory Group
New York
$16.4M -$189K -729 -1%
RMDI
534
R.M. Davis Inc
Maine
$16.3M +$1.82M +7,037 +13%
SFO
535
Stokes Family Office
Louisiana
$16.3M – – –
PHAM
536
Palisades Hudson Asset Management
Florida
$16.2M -$108K -419 -0.7%
FTA
537
Financial & Tax Architects
Missouri
$16.1M +$15.1M +58,362 +3,290%
SPIO
538
Seven Post Investment Office
California
$16M +$1.5M +5,814 +11%
PGA
539
Portland Global Advisors
Maine
$16M +$333K +1,287 +2%
GT
540
Glenview Trust
Kentucky
$15.7M +$283K +1,095 +2%
CT
541
Coastline Trust
Rhode Island
$15.7M -$420K -1,621 -3%
EWM
542
Empirical Wealth Management
Washington
$15.6M -$790K -3,052 -5%
LIWM
543
Long Island Wealth Management
New York
$15.6M +$201K +778 +1%
MGWA
544
Monument Group Wealth Advisors
Massachusetts
$15.6M -$115K -446 -0.8%
SWM
545
Sanctuary Wealth Management
Idaho
$15.5M -$331K -1,277 -2%
FWA
546
FSM Wealth Advisors
Ohio
$15.4M +$360K +1,390 +2%
ATC
547
Argent Trust Co
Tennessee
$15.4M +$216K +834 +1%
STCOSD
548
Sageworth Trust Company of South Dakota
South Dakota
$15.4M +$1.08M +4,163 +8%
IWM
549
IHT Wealth Management
Illinois
$15.3M -$113K -435 -0.8%
AGC
550
Aspen Grove Capital
Colorado
$15.3M – – –
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