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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Avior Wealth Management
Nebraska
$12.7M -$215K -680 -2%
LF
727
Lantz Financial
Illinois
$12.7M +$205K +649 +2%
NWP
728
NerdWallet Wealth Partners
New York
$12.6M +$12.2M +38,539 New
MWA
729
Monograph Wealth Advisors
California
$12.6M +$29.7K +94 +0.2%
TT
730
TI-Trust
Illinois
$12.6M +$19.3K +61 +0.2%
BBHC
731
Brown Brothers Harriman & Co
New York
$12.5M +$8.09M +25,616 +203%
CPWM
732
Cypress Point Wealth Management
Texas
$12.5M -$31.3K -99 -0.3%
CC
733
Chicago Capital
Illinois
$12.5M -$6.32K -20 -0.1%
EWM
734
Evergreen Wealth Management
Michigan
$12.5M +$153K +485 +1%
GPWA
735
Great Point Wealth Advisors
Massachusetts
$12.4M +$12M +37,928 New
VFA
736
Valeo Financial Advisors
Indiana
$12.4M -$55.6K -176 -0.5%
WAAG
737
Wealth Alliance Advisory Group
Kansas
$12.4M +$4.74K +15 +0%
DWA
738
Delap Wealth Advisory
Oregon
$12.4M +$326K +1,032 +3%
BHWM
739
Beaird Harris Wealth Management
Texas
$12.2M +$35.1K +111 +0.3%
CA
740
Cambridge Advisors
Nebraska
$12.2M -$654K -2,069 -5%
PTC
741
Philadelphia Trust Company
Pennsylvania
$12.1M – – –
SEIA
742
Signature Estate & Investment Advisors
California
$12M +$258K +817 +2%
WP
743
WealthPLAN Partners
Nebraska
$12M +$162K +513 +1%
IAIM
744
International Assets Investment Management
Florida
$11.9M – – –
RIA
745
Regal Investment Advisors
Michigan
$11.8M +$995K +3,150 +10%
IF
746
IRON Financial
Illinois
$11.8M -$793K -2,512 -7%
FNFDCM
747
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.8M +$5.05K +16 +0%
DF
748
Dunhill Financial
United Kingdom
$11.8M +$97.3K +308 +0.9%
FWM
749
FFT Wealth Management
Pennsylvania
$11.7M +$2.42M +7,660 +27%
CS
750
Capital Square
Tennessee
$11.7M +$263K +832 +2%
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