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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
551
Argent Trust Co
Tennessee
$16.2M -$130K -477 -0.8%
MGWA
552
Monument Group Wealth Advisors
Massachusetts
$16.2M -$281K -1,032 -2%
CA
553
Cresta Advisors
Texas
$16.2M +$5.07M +18,594 +48%
UB
554
UMB Bank
Missouri
$16.1M +$151K +555 +1%
DWT
555
Dorsey & Whitney Trust
South Dakota
$16M -$42.5K -156 -0.3%
SWM
556
Sanctuary Wealth Management
Idaho
$15.9M -$494K -1,810 -3%
NEAM
557
New England Asset Management
Connecticut
$15.9M – – –
SFA
558
Source Financial Advisors
New York
$15.9M -$82.4K -302 -0.5%
NP
559
NorthRock Partners
Minnesota
$15.8M +$11.2K +41 +0.1%
AO
560
Advisor OS
Illinois
$15.7M +$286K +1,050 +2%
EF
561
Empirical Finance
Pennsylvania
$15.7M – – –
WWM
562
Western Wealth Management
Colorado
$15.6M +$2.51M +9,188 +20%
LFS
563
Legacy Financial Strategies
Kansas
$15.6M +$411K +1,505 +3%
CCWA
564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.5M +$428K +1,568 +3%
SWA
565
Stratos Wealth Advisors
Ohio
$15.5M +$501K +1,836 +3%
EGWAG
566
Elwood & Goetz Wealth Advisory Group
Georgia
$15.4M -$201K -737 -1%
GFG
567
Goldstone Financial Group
Illinois
$15.4M +$907K +3,325 +7%
ACA
568
Aptus Capital Advisors
Alabama
$15.4M +$6.6M +24,197 +80%
CM
569
Cornerstone Management
Georgia
$15.4M -$188K -690 -1%
SG
570
StoneX Group
New York
$15.3M +$147K +538 +1%
RFP
571
Root Financial Partners
California
$15.3M +$3.45M +12,661 +31%
SC
572
Seldon Capital
California
$15.3M – – –
PCP
573
Proficio Capital Partners
Massachusetts
$15.3M -$26.3M -96,374 -64%
MWM
574
Modern Wealth Management
Kansas
$15.2M +$987K +3,619 +7%
TWA
575
TCI Wealth Advisors
Arizona
$15.2M -$35.7K -131 -0.2%
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