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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
551
Freestone Capital Holdings
Washington
$22.3M -$341K -1,026 -2%
BFS
552
Burrus Financial Services
Utah
$22.2M +$13.1M +39,387 +43%
DWT
553
Dorsey & Whitney Trust
South Dakota
$22.2M +$321K +966 +1%
STCOSD
554
Sageworth Trust Company of South Dakota
South Dakota
$22.1M – – –
AI
555
ArchPoint Investors
Florida
$22M – – –
FTUS
556
Flow Traders U.S.
New York
$22M +$21.8M +65,605 New
IAIM
557
Industrial Alliance Investment Management
Quebec, Canada
$21.9M -$241K -723 -1%
HAG
558
HighPoint Advisor Group
Illinois
$21.9M +$21.7M +65,366 New
BEI
559
Benjamin Edwards Inc
Missouri
$21.7M -$1.02M -3,061 -5%
WHCI
560
W.H. Cornerstone Investments
Massachusetts
$21.5M +$1.73M +5,201 +9%
PGWM
561
Parisi Gray Wealth Management
New Jersey
$21.4M +$665 +2 +0%
MOS
562
MGO One Seven
Ohio
$21.3M +$1.22M +3,675 +6%
AH
563
Addis & Hill
Pennsylvania
$21.3M -$1M -3,016 -5%
MGWA
564
Monument Group Wealth Advisors
Massachusetts
$21.2M -$282K -847 -1%
CAG
565
Compass Advisory Group
New York
$21.2M +$104K +313 +0.5%
EP
566
Essential Planning
New Hampshire
$21.1M +$1.74M +5,240 +9%
W
567
WealthCollab
Washington
$21.1M +$1.35M +4,048 +7%
IBOK
568
Independence Bank of Kentucky
Kentucky
$21M – – –
LHP
569
Lexington Hill Partners
Texas
$21M +$20.9M +62,738 New
NB
570
NBT Bank
New York
$20.8M +$1.87M +5,635 +122%
CI
571
CX Institutional
Indiana
$20.8M +$6.17M +18,558 +43%
MNA
572
Manning & Napier Advisors
New York
$20.7M +$2.25M +6,763 +12%
FT
573
Fiduciary Trust
Massachusetts
$20.7M -$828K -2,489 -4%
CFO
574
Callan Family Office
Pennsylvania
$20.7M +$1.58M +4,755 +8%
STA
575
Summit Trail Advisors
New York
$20.7M -$30M -90,164 -59%
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