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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
651
Stonehage Fleming Financial Services
Jersey
$13.1M +$3.45M +11,874 +33%
PNC
652
Park National Corp
Ohio
$13.1M +$98.2K +338 +0.7%
CW
653
CreativeOne Wealth
Kansas
$13M +$887K +3,052 +7%
HIA
654
Harbor Investment Advisory
Maryland
$13M +$538K +1,852 +4%
SWA
655
Stratos Wealth Advisors
Ohio
$13M -$4.47M -15,371 -25%
IAN
656
Integrated Advisors Network
Texas
$13M -$133K -458 -1%
SPC
657
Sigma Planning Corp
Michigan
$13M +$317K +1,092 +2%
KA
658
Klingman & Associates
New York
$12.9M +$12.8K +44 +0.1%
OCM
659
One Capital Management
California
$12.8M +$255K +876 +2%
VWA
660
VSM Wealth Advisory
Maryland
$12.8M +$237K +815 +2%
BFA
661
Benningfield Financial Advisors
California
$12.8M -$135K -464 -1%
BCM
662
Basso Capital Management
Connecticut
$12.7M +$2.39M +8,210 +22%
APW
663
Atlantic Private Wealth
North Carolina
$12.6M -$579K -1,994 -4%
CIC
664
Chilton Investment Company
Connecticut
$12.5M – – –
AMG
665
Asset Management Group
Connecticut
$12.3M +$291 +1 +0%
IIM
666
Ironwood Investment Management
Massachusetts
$12.3M +$4.94K +17 +0%
LFA
667
LifeGuide Financial Advisors
Pennsylvania
$12.3M +$126K +434 +1%
NCM
668
Northland Capital Management
Minnesota
$12.2M +$32K +110 +0.2%
AWM
669
Angeles Wealth Management
California
$12.2M -$22.7K -78 -0.2%
OC
670
Oppenheimer & Co
New York
$12.2M -$142K -489 -1%
WWM
671
Western Wealth Management
Colorado
$12.2M -$3.22M -11,069 -20%
WB
672
Webster Bank
Connecticut
$12.2M -$28.5K -98 -0.2%
BPWM
673
Badgley Phelps Wealth Managers
Washington
$12.2M -$169K -583 -1%
LIM
674
Leavell Investment Management
Alabama
$12.1M -$70.3K -242 -0.5%
SMI
675
Shelter Mutual Insurance
Missouri
$12.1M – – –
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