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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
751
American Institute for Advanced Investment Management
Arizona
$3.27M +$20.2K +100 +0.6%
SF
752
Symphony Financial
Texas
$3.26M +$542K +2,679 +21%
CBT
753
Capital Bank & Trust
California
$3.26M -$174K -860 -5%
BDWCC
754
B&D White Capital Company
Texas
$3.24M +$574K +2,836 +21%
GWM
755
Greenhouse Wealth Management
Connecticut
$3.23M +$14K +69 +0.4%
WC
756
Wealth CMT
New Jersey
$3.23M -$60.5K -299 -2%
HC
757
Hoese & Co
Minnesota
$3.18M -$32.4K -160 -1%
CFP
758
Curran Financial Partners
South Carolina
$3.18M -$3.64K -18 -0.1%
C
759
Certuity
Florida
$3.16M +$27.7K +137 +0.9%
BAIA
760
Bel Air Investment Advisors
California
$3.15M +$3.09M +15,250 New
CAM
761
Cresset Asset Management
Illinois
$3.15M -$44.1M -217,750 -93%
PMG
762
ProVise Management Group
Florida
$3.15M -$361K -1,784 -10%
MG
763
Mather Group
Illinois
$3.14M -$4.45K -22 -0.1%
VIP
764
Vantage Investment Partners
Missouri
$3.14M – – –
CWM
765
Collaborative Wealth Management
Florida
$3.14M +$2.79M +13,777 New
KBFS
766
Kohmann Bosshard Financial Services
Ohio
$3.13M -$195K -965 -6%
UFA
767
US Financial Advisors
Massachusetts
$3.1M +$519K +2,565 +21%
NCM
768
Neumann Capital Management
California
$3.08M +$18.2K +90 +0.6%
TLCM
769
Twin Lakes Capital Management
California
$3.07M +$4.65K +23 +0.2%
BCPWM
770
Bradley & Co Private Wealth Management
Florida
$3.06M +$2.99M +14,788 New
TF
771
TimeScale Financial
Massachusetts
$3.04M -$196K -971 -6%
SFP
772
Strategic Financial Planning
Texas
$3.02M +$70.4K +348 +2%
VAM
773
Verity Asset Management
North Carolina
$3M +$99.8K +493 +4%
W
774
WealthOne
New York
$2.99M +$89.6K +443 +3%
SPP
775
Single Point Partners
Massachusetts
$2.97M +$43.5K +215 +2%
29 30
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