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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
526
Simon Quick Advisors
New Jersey
$19.6M +$222K +761 +1%
RMAM
527
Raab & Moskowitz Asset Management
New Jersey
$19.3M -$244K -836 -1%
FCH
528
Freestone Capital Holdings
Washington
$19.2M -$520K -1,783 -3%
CIAS
529
CBIZ Investment Advisory Services
Ohio
$19.1M -$2.37M -8,110 -11%
AI
530
ArchPoint Investors
Florida
$19M – – –
CB
531
Community Bank
New York
$18.8M +$174K +597 +0.9%
GT
532
Greenleaf Trust
Michigan
$18.5M -$232K -794 -1%
LPAM
533
Lodestar Private Asset Management
California
$18.5M +$532K +1,824 +3%
CWD
534
Clarity Wealth Development
Oregon
$18.4M +$18M +61,548 New
AGC
535
Aspen Grove Capital
Colorado
$18.4M +$1.54M +5,267 +9%
CFP
536
Cascade Financial Partners
California
$18.4M +$126K +433 +0.7%
DF
537
Define Financial
California
$18.2M +$18.4M +62,965 New
S
538
SignatureFD
Georgia
$18.2M +$445K +1,524 +2%
IBOK
539
Independence Bank of Kentucky
Kentucky
$18.2M +$17.7M +60,505 +2,535%
PGWM
540
Parisi Gray Wealth Management
New Jersey
$18.2M -$39.1K -134 -0.2%
BEI
541
Benjamin Edwards Inc
Missouri
$18.2M -$673K -2,307 -4%
SWA
542
Stratos Wealth Advisors
Ohio
$18.2M +$2.33M +8,002 +15%
FHB
543
First Hawaiian Bank
Hawaii
$18.2M -$163K -558 -0.9%
TFS
544
Thoroughbred Financial Services
Tennessee
$18.1M +$54.9K +188 +0.3%
PCWA
545
Pacific Capital Wealth Advisors
California
$18.1M -$4.21M -14,420 -19%
FNBT
546
FineMark National Bank & Trust
Florida
$18M -$164K -562 -0.9%
PCP
547
Proficio Capital Partners
Massachusetts
$18M +$2.43M +8,323 +15%
CWG
548
Cornerstone Wealth Group
North Carolina
$18M +$245K +840 +1%
AWM
549
Apollon Wealth Management
South Carolina
$18M +$329K +1,127 +2%
BFM
550
Boston Financial Management
Massachusetts
$17.9M +$9.11M +31,235 +102%
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