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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
576
TCI Wealth Advisors
Arizona
$13.9M -$2.62M -10,610 -17%
SW
577
SteelPeak Wealth
California
$13.9M +$11.1M +45,036 +534%
STCOSD
578
Sageworth Trust Company of South Dakota
South Dakota
$13.9M +$1.95M +7,893 +17%
FCH
579
Freestone Capital Holdings
Washington
$13.7M +$762K +3,081 +6%
PHWM
580
Pine Harbor Wealth Management
Maryland
$13.7M +$1.66M +6,718 +15%
H
581
HoyleCohen
California
$13.6M +$398K +1,607 +3%
AC
582
Applied Capital
Arkansas
$13.6M +$367K +1,483 +3%
LA
583
LexAurum Advisors
Kansas
$13.6M -$217K -878 -2%
ABC
584
Associated Banc-Corp
Wisconsin
$13.5M +$155K +626 +1%
DWM
585
Dakota Wealth Management
Florida
$13.4M +$856K +3,461 +7%
FDCP
586
Foster Dykema Cabot & Partners
Massachusetts
$13.4M -$1.3M -5,251 -9%
MECA
587
Miller Equity Capital Advisors
Texas
$13.4M -$128K -517 -1%
AO
588
Advisor OS
Illinois
$13.4M -$171K -692 -1%
GA
589
GFS Advisors
Texas
$13.3M -$33.6K -136 -0.3%
GFG
590
Goldstone Financial Group
Illinois
$13.3M +$587K +2,374 +5%
BCM
591
Brookstone Capital Management
Illinois
$13.3M +$337K +1,363 +3%
MA
592
MJP Associates
Connecticut
$13.2M -$234K -944 -2%
NCTC
593
New Covenant Trust Company
Indiana
$13.2M +$12.5M +50,639 New
GC
594
Gilbert & Cook
Iowa
$13.1M +$1.98M +7,984 +19%
KTA
595
Keeley-Teton Advisors
Illinois
$13.1M -$537K -2,171 -4%
CMP
596
Coston McIsaac & Partners
Maine
$13.1M +$854K +3,450 +7%
SW
597
SVB Wealth
Massachusetts
$13M -$2.41M -9,724 -16%
SPC
598
Sigma Planning Corp
Michigan
$12.9M +$6.53M +26,398 +113%
CI
599
Conning Inc
Connecticut
$12.8M – – –
LODC
600
Lanham O'Dell & Company
West Virginia
$12.8M +$655K +2,646 +6%
22 23
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