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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
626
Fiduciary Trust
Massachusetts
$14.3M -$30.4M -104,803 -67%
AWM
627
Abound Wealth Management
Tennessee
$14.1M +$3.25M +11,173 +28%
GA
628
GFS Advisors
Texas
$14.1M -$265K -911 -2%
DWM
629
Dakota Wealth Management
Florida
$14M -$47.6K -164 -0.3%
SAG
630
SageView Advisory Group
California
$14M +$759K +2,611 +5%
AWM
631
Axxcess Wealth Management
California
$14M +$1.49M +5,139 +11%
MOS
632
MGO One Seven
Ohio
$14M -$123K -423 -0.8%
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14M -$3.13M -10,767 -17%
GCM
634
Gibraltar Capital Management
Oklahoma
$13.9M +$14.4M +49,607 +5,184%
PHWM
635
Pine Harbor Wealth Management
Maryland
$13.9M -$813K -2,797 -5%
JWA
636
JFS Wealth Advisors
Pennsylvania
$13.9M -$1.11M -3,824 -7%
CFG
637
Carr Financial Group
Massachusetts
$13.8M -$906K -3,119 -6%
CMP
638
Coston McIsaac & Partners
Maine
$13.8M -$880K -3,029 -6%
SL
639
Sentinus LLC
Illinois
$13.7M +$576K +1,983 +4%
CI
640
Conning Inc
Connecticut
$13.5M – – –
MCA
641
Magnolia Capital Advisors
Mississippi
$13.5M +$3.16M +10,875 +28%
PWA
642
Peterson Wealth Advisors
Utah
$13.5M -$608K -2,094 -4%
IA
643
IFP Advisors
Florida
$13.5M +$300K +1,033 +2%
NCTC
644
New Covenant Trust Company
Indiana
$13.5M -$247K -849 -2%
AC
645
AlphaCore Capital
California
$13.4M +$14.1M +48,668 New
HL
646
HeadInvest LLC
Maine
$13.3M -$308K -1,059 -2%
AP
647
Aspect Partners
Virginia
$13.2M +$1.01M +3,487 +8%
HNB
648
Huntington National Bank
Ohio
$13.2M – – –
FF
649
Farnam Financial
Arizona
$13.1M +$138K +475 +1%
OW
650
Olistico Wealth
Oklahoma
$13.1M -$76.1K -262 -0.6%
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