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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
651
Manning & Napier Advisors
New York
$13.6M -$989K -3,388 -7%
HNB
652
Huntington National Bank
Ohio
$13.5M – – –
KA
653
Klingman & Associates
New York
$13.5M -$186K -639 -1%
GA
654
GoalVest Advisory
New York
$13.5M -$600K -2,057 -4%
OW
655
Olistico Wealth
Oklahoma
$13.4M +$1.04M +3,557 +8%
SPC
656
Sigma Planning Corp
Michigan
$13.3M -$365K -1,252 -3%
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M +$51.6K +177 +0.4%
VWA
658
VSM Wealth Advisory
Maryland
$13.3M +$13.4M +45,891 New
AWM
659
Axxcess Wealth Management
California
$13.3M +$1.13M +3,872 +9%
OCM
660
One Capital Management
California
$13.3M +$160K +550 +1%
HIA
661
Harbor Investment Advisory
Maryland
$13.2M +$371K +1,273 +3%
CIC
662
Chilton Investment Company
Connecticut
$13.2M – – –
IAA
663
Ironsides Asset Advisors
North Carolina
$13.1M +$7.53M +25,823 +133%
SW
664
SVB Wealth
Massachusetts
$13M +$13.1M +45,012 New
BFAG
665
Blackston Financial Advisory Group
Florida
$13M -$724K -2,480 -5%
OC
666
Oppenheimer & Co
New York
$13M +$626K +2,144 +5%
AMG
667
Asset Management Group
Connecticut
$13M -$34.7K -119 -0.3%
CP
668
Canopy Partners
Ohio
$13M -$83.7K -287 -0.6%
BPWM
669
Badgley Phelps Wealth Managers
Washington
$13M -$195K -668 -1%
FYW
670
Future You Wealth
New York
$13M +$13.1M +44,729 New
IIM
671
Ironwood Investment Management
Massachusetts
$13M +$77.6K +266 +0.6%
AWM
672
Angeles Wealth Management
California
$12.9M +$32.4K +111 +0.2%
CFGS
673
Concourse Financial Group Securities
Alabama
$12.9M +$568K +1,948 +5%
AP
674
Aspect Partners
Virginia
$12.9M -$626K -2,145 -5%
NCM
675
Northland Capital Management
Minnesota
$12.9M -$1.14M -3,913 -8%
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