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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
VM
701
VPR Management
Texas
$16.7M – – –
KA
702
Klingman & Associates
New York
$16.6M +$11.8K +33 +0.1%
PRI
703
Prepared Retirement Institute
Pennsylvania
$16.6M +$4.41M +12,337 +38%
HL
704
HeadInvest LLC
Maine
$16.6M -$192K -538 -1%
SG
705
Sharper & Granite
California
$16.6M +$106K +296 +0.7%
AFC
706
Ares Financial Consulting
California
$16.6M +$247K +692 +2%
ATC
707
Argent Trust Co
Tennessee
$16.6M -$377K -1,055 -2%
APM
708
a16z Perennial Management
California
$16.5M -$98.7K -276 -0.6%
CIC
709
Chilton Investment Company
Connecticut
$16.5M +$53.6K +150 +0.3%
SL
710
Sentinus LLC
Illinois
$16.5M -$1.58M -4,413 -9%
RIA
711
Regal Investment Advisors
Michigan
$16.5M +$1.04M +2,921 +7%
SWA
712
Stratos Wealth Advisors
Ohio
$16.5M +$18.2K +51 +0.1%
BAM
713
Belpointe Asset Management
Nevada
$16.4M -$413K -1,155 -3%
SIA
714
Soltis Investment Advisors
Utah
$16.4M +$8.51M +23,797 +116%
SCA
715
Sandy Cove Advisors
Massachusetts
$16.4M +$302K +846 +2%
GWS
716
Glassman Wealth Services
Virginia
$16.4M +$30K +84 +0.2%
BM
717
Berman McAleer
Maryland
$16.2M +$180K +504 +1%
SMI
718
Shelter Mutual Insurance
Missouri
$16.2M – – –
SC
719
Seldon Capital
California
$16.2M – – –
CT
720
Caldwell Trust
Florida
$16.2M -$216K -605 -1%
CA
721
Commerce Advisors
Tennessee
$16.2M +$14.5M +40,670 +1,358%
HWM
722
Heirloom Wealth Management
Colorado
$16.1M -$1.9M -5,302 -11%
NIA
723
NIA Impact Advisors
California
$16.1M – – –
OW
724
Olistico Wealth
Oklahoma
$16.1M +$280M +783,020 +1,827%
DCM
725
Disciplina Capital Management
Tennessee
$16.1M +$15.6M +43,510 New
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