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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
726
Olistico Wealth
Oklahoma
$16.1M +$234K +655 +2%
DCM
727
Disciplina Capital Management
Tennessee
$16.1M +$15.6M +43,510 New
SAM
728
Synergy Asset Management
Washington
$16.1M +$1.11M +3,117 +8%
GA
729
Greenspring Advisors
Maryland
$16M -$381K -1,066 -2%
AMG
730
Asset Management Group
Connecticut
$16M -$229K -641 -1%
UB
731
UMB Bank
Missouri
$16M -$1.85M -5,174 -11%
FCIM
732
Fairview Capital Investment Management
California
$16M +$83.7K +234 +0.5%
BFS
733
Bradley Foster & Sargent
Connecticut
$15.9M +$738K +2,064 +5%
BMWS
734
Brady Martz Wealth Solutions
North Dakota
$15.8M -$660K -1,846 -4%
AFA
735
Avant Financial Advisors
Texas
$15.8M -$23.6K -66 -0.2%
IFS
736
Intelligent Financial Strategies
Minnesota
$15.8M -$136K -379 -0.9%
CM
737
Cornerstone Management
Georgia
$15.8M -$352K -985 -2%
BF
738
BOK Financial
Oklahoma
$15.7M -$758K -2,119 -5%
BCM
739
BTC Capital Management
Iowa
$15.7M – – –
CS
740
Capital Square
Tennessee
$15.6M +$10.7K +30 +0.1%
KWM
741
Kingsview Wealth Management
Oregon
$15.6M -$655K -1,832 -4%
SFG
742
SNS Financial Group
Minnesota
$15.6M +$5.26M +14,700 +54%
ACIM
743
Azimuth Capital Investment Management
Michigan
$15.5M -$41.1K -115 -0.3%
AWM
744
Avior Wealth Management
Nebraska
$15.5M +$323K +902 +2%
WPW
745
Waldron Private Wealth
Pennsylvania
$15.5M +$917K +2,564 +7%
LIM
746
Leavell Investment Management
Alabama
$15.5M -$61.1K -171 -0.4%
WAAG
747
Wealth Alliance Advisory Group
Kansas
$15.4M +$295K +826 +2%
RZH
748
Relyea Zuckerberg Hanson
Connecticut
$15.4M +$607K +1,697 +4%
IAIM
749
International Assets Investment Management
Florida
$15.4M +$786K +2,197 +6%
RA
750
RFG Advisory
Alabama
$15.4M -$1.56M -4,352 -9%
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