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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
601
Palisades Hudson Asset Management
Florida
$19.6M +$333 +1 +0%
CW
602
CreativeOne Wealth
Kansas
$19.6M +$1.69M +5,074 +10%
FF
603
Fairway Financial
Florida
$19.6M +$284K +855 +1%
MFA
604
McClarren Financial Advisors
Pennsylvania
$19.5M +$1.94M +5,837 +10%
FFM
605
Forum Financial Management
Illinois
$19.5M +$12.2M +36,626 +171%
WIM
606
Westside Investment Management
California
$19.4M -$193K -580 -1%
AC
607
Applied Capital
Arkansas
$19.3M +$48.6K +146 +0.3%
RCG
608
Ridge Creek Global
Ohio
$19.2M +$19.1M +57,410 New
AWS
609
Alliance Wealth Strategies
Virginia
$19.2M +$19M +57,258 New
VH
610
VVR Holdings
Washington
$19.1M +$18.9M +56,944 New
GI
611
GAMCO Investors
Connecticut
$19.1M +$690K +2,075 +4%
WT
612
Washington Trust
Rhode Island
$19.1M +$20.6K +62 +0.1%
S
613
SignatureFD
Georgia
$18.9M +$356K +1,069 +2%
AWM
614
Angeles Wealth Management
California
$18.9M +$570K +1,712 +3%
MCA
615
Maryland Capital Advisors
Maryland
$18.9M -$138K -416 -0.7%
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M -$60.9K -183 -0.3%
LIWM
617
Long Island Wealth Management
New York
$18.8M +$22.6K +68 +0.1%
DAS
618
Dynamic Advisor Solutions
Arizona
$18.8M -$1.01M -3,045 -5%
SWMG
619
Sard Wealth Management Group
Georgia
$18.8M -$133K -400 -0.7%
SAG
620
SageView Advisory Group
California
$18.8M +$27.3K +82 +0.1%
SFWA
621
Summit Financial Wealth Advisors
Louisiana
$18.5M +$1.97M +5,916 +12%
CT
622
Coastline Trust
Rhode Island
$18.4M -$411K -1,235 -2%
AFA
623
AA Financial Advisors
Ohio
$18.4M -$211K -633 -1%
AWM
624
AE Wealth Management
Kansas
$18.4M +$3.2M +9,626 +21%
CFM
625
Comprehensive Financial Management
California
$18.3M +$9.85M +29,616 +118%
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