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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
726
Lantz Financial
Illinois
$10.3M +$179K +615 +2%
BA
727
Bristlecone Advisors
Washington
$10.3M -$1.91M -6,571 -15%
CA
728
Cambridge Advisors
Nebraska
$10.3M +$291 +1 +0%
WPW
729
Waldron Private Wealth
Pennsylvania
$10.3M +$2.28M +7,860 +27%
CI
730
CX Institutional
Indiana
$10.3M +$4.4M +15,129 +68%
SW
731
SteelPeak Wealth
California
$10.2M -$64.1M -220,624 -86%
TFA
732
Trinity Financial Advisors
Ohio
$10.2M -$129K -443 -1%
TIM
733
Tortoise Investment Management
New York
$10.2M -$142K -490 -1%
PTC
734
Philadelphia Trust Company
Pennsylvania
$10.1M – – –
FNFDCM
735
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.1M -$676K -2,326 -6%
GWS
736
Glassman Wealth Services
Virginia
$10.1M +$1.07M +3,678 +11%
ACIM
737
Azimuth Capital Investment Management
Michigan
$10.1M -$32K -110 -0.3%
DWA
738
Delap Wealth Advisory
Oregon
$10.1M +$6.16M +21,217 +137%
CWM
739
Cahill Wealth Management
Michigan
$10M -$30.2K -104 -0.3%
WAAG
740
Wealth Alliance Advisory Group
Kansas
$9.99M +$836K +2,879 +9%
SAI
741
Savvy Advisors Inc
New York
$9.98M +$63.3K +218 +0.6%
SEIA
742
Signature Estate & Investment Advisors
California
$9.97M -$596K -2,050 -5%
PCIG
743
Partners Capital Investment Group
Massachusetts
$9.95M +$5.3M +18,231 +101%
FA
744
Fiducient Advisors
Illinois
$9.94M +$2.35M +8,096 +29%
CWS
745
Confluence Wealth Services
Pennsylvania
$9.93M +$9.46M +32,563 +633%
PIFP
746
Partners in Financial Planning
Virginia
$9.93M +$45.9K +158 +0.4%
MA
747
Modus Advisors
Minnesota
$9.93M -$117K -403 -1%
CHJWM
748
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.92M +$89.2K +307 +0.8%
NC
749
NovaPoint Capital
Georgia
$9.88M -$3.79M -13,059 -27%
AWM
750
AE Wealth Management
Kansas
$9.88M -$536K -1,846 -5%
28 29
30
31 32