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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
701
King Wealth Management Group
Florida
$1.26M +$17K +122 +1%
CPIA
702
Cornell Pochily Investment Advisors
New York
$1.25M -$270K -1,933 -18%
RIA
703
Realta Investment Advisors
Delaware
$1.23M +$1.19M +8,498 New
BCM
704
BTR Capital Management
California
$1.23M +$5.86K +42 +0.5%
FCBT
705
First Citizens Bank & Trust
North Carolina
$1.21M +$60.6K +434 +5%
GFPC
706
Global Financial Private Capital
Florida
$1.2M +$65.4K +469 +6%
MAFM
707
Mid Atlantic Financial Management
Pennsylvania
$1.19M +$516K +3,697 +81%
FI
708
Financial Insights
Washington
$1.19M -$62.8K -450 -5%
DWM
709
Doyle Wealth Management
Florida
$1.19M -$12.7K -91 -1%
HWA
710
Heritage Wealth Advisors
Virginia
$1.19M – – –
DOA
711
D'Orazio & Associates
Virginia
$1.17M +$32.8K +235 +3%
WIM
712
Weitz Investment Management
Nebraska
$1.17M – – –
WFPG
713
Waller Financial Planning Group
Ohio
$1.17M -$354K -2,540 -24%
RFN
714
RDA Financial Network
Iowa
$1.16M +$1.09M +7,799 New
BCM
715
Brookstone Capital Management
Illinois
$1.16M -$1.4M -10,060 -56%
RF
716
RHS Financial
California
$1.15M -$325K -2,326 -23%
EWA
717
Exencial Wealth Advisors
Oklahoma
$1.15M -$4.33K -31 -0.4%
WP
718
WealthShield Partners
North Carolina
$1.14M -$1.49M -10,653 -57%
OA
719
Oxbow Advisors
Texas
$1.14M – – –
LA
720
LVW Advisors
New York
$1.13M +$514K +3,682 +89%
WCF
721
West Coast Financial
California
$1.13M +$279 +2 +0%
ST
722
Smithfield Trust
Pennsylvania
$1.13M +$101K +721 +10%
GP
723
Girard Partners
Pennsylvania
$1.13M -$1.09M -7,824 -50%
BA
724
Bristlecone Advisors
Washington
$1.13M -$939K -6,732 -46%
UFF
725
USA Financial Formulas
Michigan
$1.13M -$97.7K -700 -8%
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