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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
526
Aspen Grove Capital
Colorado
$18.5M +$1.12M +3,846 +6%
CWM
527
Congress Wealth Management
Massachusetts
$18.4M +$1.69M +5,814 +10%
SQA
528
Simon Quick Advisors
New Jersey
$18.3M -$253K -872 -1%
5SA
529
5th Street Advisors
Connecticut
$18.2M +$1.65M +5,672 +9%
CCA
530
Cypress Capital Advisors
Tennessee
$18.1M +$3.73M +12,854 +24%
AI
531
ArchPoint Investors
Florida
$18.1M – – –
CA
532
Cresta Advisors
Texas
$18M +$2.47M +8,513 +15%
FCH
533
Freestone Capital Holdings
Washington
$18M -$264K -907 -1%
SP
534
Symmetry Partners
Connecticut
$17.9M -$3.15M -10,829 -14%
IAA
535
Ironsides Asset Advisors
North Carolina
$17.7M +$5.57M +19,165 +42%
GT
536
Greenleaf Trust
Michigan
$17.6M +$13.4K +46 +0.1%
S
537
SignatureFD
Georgia
$17.4M +$139K +479 +0.8%
IWM
538
IHT Wealth Management
Illinois
$17.4M +$7.19M +24,747 +41%
PGWM
539
Parisi Gray Wealth Management
New Jersey
$17.4M +$142K +490 +0.8%
SRB
540
Shotwell Rutter Baer
Michigan
$17.3M +$53.7K +185 +0.3%
FNBT
541
FineMark National Bank & Trust
Florida
$17.3M +$189K +652 +1%
IBOK
542
Independence Bank of Kentucky
Kentucky
$17.3M – – –
DWT
543
Dorsey & Whitney Trust
South Dakota
$17.2M +$1.03M +3,560 +6%
MAM
544
Mullooly Asset Management
New Jersey
$17.2M +$18.2M +62,659 New
EWM
545
Empirical Wealth Management
Washington
$17.2M +$2.42M +8,342 +15%
BEI
546
Benjamin Edwards Inc
Missouri
$17.2M -$97.6K -336 -0.5%
CFO
547
Callan Family Office
Pennsylvania
$17.1M +$754K +2,597 +4%
DF
548
Define Financial
California
$17.1M +$716K +2,463 +4%
CWG
549
Cornerstone Wealth Group
North Carolina
$17.1M +$43.3K +149 +0.2%
SJL
550
Shayne & Jacobs LLC
Tennessee
$17M -$2.68M -9,220 -13%
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