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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
651
Ironwood Investment Management
Massachusetts
$17M +$964K +2,897 +6%
MA
652
MJP Associates
Connecticut
$16.9M -$281K -845 -2%
PWA
653
Peterson Wealth Advisors
Utah
$16.8M -$852K -2,562 -5%
BCM
654
Basso Capital Management
Connecticut
$16.8M +$525K +1,577 +3%
LFA
655
LifeGuide Financial Advisors
Pennsylvania
$16.6M -$308K -925 -2%
GA
656
GFS Advisors
Texas
$16.6M -$74.2K -223 -0.4%
CI
657
Conning Inc
Connecticut
$16.5M – – –
WB
658
WesBanco Bank
West Virginia
$16.4M -$519K -1,559 -3%
JWA
659
JFS Wealth Advisors
Pennsylvania
$16.4M -$375K -1,126 -2%
BAM
660
Belpointe Asset Management
Nevada
$16.4M -$345K -1,038 -2%
PNC
661
Park National Corp
Ohio
$16.3M +$14.3K +43 +0.1%
SL
662
Sentinus LLC
Illinois
$16.3M -$305K -918 -2%
CFG
663
Carr Financial Group
Massachusetts
$16.3M -$388K -1,165 -2%
CFS
664
CRA Financial Services
New Jersey
$16.3M +$14.1M +42,348 +680%
OW
665
Olistico Wealth
Oklahoma
$16.2M -$108K -324 -0.7%
SB
666
Strategic Blueprint
Georgia
$16.2M -$1.21M -3,627 -7%
CMP
667
Coston McIsaac & Partners
Maine
$16.1M -$507K -1,524 -3%
ATC
668
Argent Trust Co
Tennessee
$16.1M -$182K -546 -1%
SAI
669
Savvy Advisors Inc
New York
$16M +$2.94M +8,830 +23%
PHWM
670
Pine Harbor Wealth Management
Maryland
$16M -$1.75M -5,259 -10%
NCTC
671
New Covenant Trust Company
Indiana
$16M -$389K -1,168 -2%
YCM
672
Yousif Capital Management
Michigan
$16M +$251K +756 +2%
IFA
673
Index Fund Advisors
California
$15.9M +$34.9K +105 +0.2%
WIM
674
Warwick Investment Management
Texas
$15.9M -$343K -1,031 -2%
BFA
675
Benningfield Financial Advisors
California
$15.9M +$199K +598 +1%
25 26
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