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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Clearstead Advisors
Ohio
$907K -$2.27M -16,249 -72%
KWM
677
Kingsview Wealth Management
Oregon
$906K +$54.3K +389 +6%
WA
678
Wealth Architects
California
$904K -$3.49K -25 -0.4%
ST
679
Smithfield Trust
Pennsylvania
$896K -$5.72K -41 -0.6%
CMP
680
Courage Miller Partners
Virginia
$890K +$12.4K +89 +1%
CAAS
681
Capital Asset Advisory Services
Michigan
$889K +$74.5K +534 +9%
CB
682
CNB Bank
Pennsylvania
$889K +$102K +730 +13%
MCM
683
Manchester Capital Management
Vermont
$888K -$14.1K -101 -2%
VAM
684
Verity Asset Management
North Carolina
$887K +$421K +3,021 +92%
GG
685
Gofen & Glossberg
Illinois
$882K +$31.5K +226 +4%
CG
686
Colony Group
Massachusetts
$881K +$30.8K +221 +4%
UB
687
UMB Bank
Missouri
$869K +$38.2K +274 +5%
BFC
688
Bedel Financial Consulting
Indiana
$864K -$207K -1,481 -19%
WPW
689
Waldron Private Wealth
Pennsylvania
$859K +$30.7K +220 +4%
JGIA
690
Jackson Grant Investment Advisers
Connecticut
$856K -$26.1K -187 -3%
CRC
691
Curi RMB Capital
Illinois
$848K +$350K +2,512 +71%
QPWM
692
Quadrant Private Wealth Management
Pennsylvania
$843K – – –
MJRIC
693
Mogy Joel R Investment Counsel
California
$834K – – –
EDRH
694
Edmond de Rothschild Holding
Switzerland
$833K -$73K -523 -8%
BTNA
695
Bremer Trust National Association
Minnesota
$833K -$49.4K -354 -6%
ZCA
696
Zeke Capital Advisors
Pennsylvania
$830K -$711K -5,100 -46%
CFC
697
Coyle Financial Counsel
Illinois
$823K -$93.1K -667 -10%
MFW
698
Mosaic Family Wealth
Missouri
$822K +$419 +3 +0.1%
VNA
699
Valley National Advisers
Pennsylvania
$819K – – –
SFFS
700
Stonehage Fleming Financial Services
Jersey
$815K +$646K +4,631 +395%
26 27
28
29 30