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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
751
ABLE Financial Group
Arizona
$15.3M +$1.34M +3,739 +10%
OFS
752
OneAscent Financial Services
Alabama
$15.3M -$212K -594 -1%
BI
753
BFI Infinity
Switzerland
$15.3M +$561K +1,570 +4%
MWA
754
Monograph Wealth Advisors
California
$15.3M +$127K +355 +0.9%
LF
755
Lantz Financial
Illinois
$15.2M +$366K +1,024 +3%
LA
756
Legacy Advisors
Pennsylvania
$15.2M -$63.3K -177 -0.4%
BV
757
Boxwood Ventures
Illinois
$15.2M +$14.7M +41,024 New
GSWA
758
Good Steward Wealth Advisors
Tennessee
$15.1M -$347K -970 -2%
SAM
759
Smartleaf Asset Management
Massachusetts
$15.1M – – –
BHWM
760
Beaird Harris Wealth Management
Texas
$15.1M +$324K +906 +2%
PI
761
Pachira Investments
California
$15.1M +$338K +945 +2%
IF
762
Ironwood Financial
Arizona
$15.1M +$708K +1,980 +5%
GIA
763
Gladstone Institutional Advisory
Florida
$15M +$3.33M +9,314 +30%
LWM
764
Liberty Wealth Management
California
$14.8M – – –
IFO
765
Intrepid Family Office
Florida
$14.8M – – –
RI
766
Rinkey Investments
California
$14.8M +$364K +1,018 +3%
YCM
767
Yousif Capital Management
Michigan
$14.8M -$2.68M -7,504 -16%
SWA
768
Serenus Wealth Advisors
California
$14.8M +$2.4M +6,704 +16%
CP
769
Canopy Partners
Ohio
$14.8M +$500K +1,399 +4%
EF
770
Empirical Finance
Pennsylvania
$14.8M -$5.43M -15,182 -28%
VPW
771
Vaquero Private Wealth
Texas
$14.8M +$14.3M +39,868 New
WKWM
772
Walter & Keenan Wealth Management
Indiana
$14.8M +$122K +342 +0.9%
MWM
773
Melfa Wealth Management
Massachusetts
$14.7M +$2.23M +6,238 +19%
SIMC
774
Squire Investment Management Company
Utah
$14.7M +$60.1K +168 +0.4%
SJL
775
Shayne & Jacobs LLC
Tennessee
$14.6M -$113K -315 -0.8%
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