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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
S
551
SignatureFD
Georgia
$15.2M +$498K +1,923 +3%
DWT
552
Dorsey & Whitney Trust
South Dakota
$15.1M +$260K +1,004 +2%
NC
553
NovaPoint Capital
Georgia
$15.1M +$68.6K +265 +0.5%
UB
554
UMB Bank
Missouri
$15.1M -$23.3M -89,971 -61%
SFA
555
Source Financial Advisors
New York
$15.1M -$901K -3,481 -6%
NEAM
556
New England Asset Management
Connecticut
$15M – – –
TFS
557
Thoroughbred Financial Services
Tennessee
$15M +$3.3M +12,749 +29%
TFA
558
Trinity Financial Advisors
Ohio
$15M -$287K -1,108 -2%
SC
559
Sinecera Capital
Texas
$14.9M +$781K +3,016 +6%
WIM
560
Westside Investment Management
California
$14.9M +$233K +900 +2%
NP
561
NorthRock Partners
Minnesota
$14.9M -$485K -1,874 -3%
AFS
562
Annapolis Financial Services
Maryland
$14.8M -$599K -2,316 -4%
EF
563
Empirical Finance
Pennsylvania
$14.8M – – –
EGWAG
564
Elwood & Goetz Wealth Advisory Group
Georgia
$14.8M -$910K -3,517 -6%
FDCP
565
Foster Dykema Cabot & Partners
Massachusetts
$14.7M +$857K +3,311 +6%
PFS
566
Prospera Financial Services
Texas
$14.7M +$2.79M +10,782 +24%
CM
567
Cornerstone Management
Georgia
$14.7M -$773K -2,987 -5%
AO
568
Advisor OS
Illinois
$14.5M +$740K +2,860 +6%
LFS
569
Legacy Financial Strategies
Kansas
$14.5M -$75.3K -291 -0.5%
SC
570
Seldon Capital
California
$14.5M – – –
TWA
571
TCI Wealth Advisors
Arizona
$14.4M +$33.4K +129 +0.2%
SG
572
StoneX Group
New York
$14.4M +$1.15M +4,459 +9%
PPFA
573
Provida Pension Fund Administrator
Chile
$14.3M -$108M -418,230 -89%
PHWM
574
Pine Harbor Wealth Management
Maryland
$14.3M +$234K +903 +2%
H
575
HoyleCohen
California
$14.3M +$240K +928 +2%
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