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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Caldwell Trust
Florida
$14.2M +$9.36M +28,148 +197%
LIM
727
Leavell Investment Management
Alabama
$14.1M -$87.5K -263 -0.6%
GA
728
Greenspring Advisors
Maryland
$14.1M +$7.72M +23,197 +122%
TFA
729
Trinity Financial Advisors
Ohio
$14.1M -$510K -1,534 -4%
SP
730
Symmetry Partners
Connecticut
$14.1M -$7.72M -23,221 -36%
AFA
731
Avant Financial Advisors
Texas
$14M +$569K +1,711 +4%
ACIM
732
Azimuth Capital Investment Management
Michigan
$14M +$670K +2,015 +5%
SF
733
Symphony Financial
Texas
$14M +$3.38M +10,167 +32%
IAIM
734
International Assets Investment Management
Florida
$13.9M +$805K +2,421 +6%
EC
735
Estate Counselors
Wisconsin
$13.9M -$6.09M -18,300 -31%
DFG
736
Delphi Financial Group
Delaware
$13.9M +$9.72M +29,218 +240%
MWA
737
Monograph Wealth Advisors
California
$13.9M +$1.05M +3,156 +8%
OFS
738
OneAscent Financial Services
Alabama
$13.9M -$561K -1,685 -4%
CCA
739
Clarity Capital Advisors
Florida
$13.8M +$258K +777 +2%
AA
740
Ahara Advisors
New Jersey
$13.8M +$13.7M +41,091 New
LGA
741
Lebenthal Global Advisors
New York
$13.8M +$3.67M +11,030 +37%
BPWM
742
Badgley Phelps Wealth Managers
Washington
$13.7M -$223K -669 -2%
BFS
743
Bradley Foster & Sargent
Connecticut
$13.7M -$177K -533 -1%
KA
744
KLCM Advisors
Wisconsin
$13.7M +$13.6M +40,855 New
VM
745
VPR Management
Texas
$13.7M – – –
AFC
746
Ares Financial Consulting
California
$13.7M +$13.6M +40,772 New
GSWA
747
Good Steward Wealth Advisors
Tennessee
$13.7M +$373K +1,121 +3%
CP
748
Canopy Partners
Ohio
$13.7M -$82.5K -248 -0.6%
UB
749
UMB Bank
Missouri
$13.6M +$7.04M +21,173 +109%
GA
750
GoalVest Advisory
New York
$13.4M -$12K -36 -0.1%
28 29
30
31 32