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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Winfield Associates
Ohio
$5.61M +$411K +1,741 +8%
CA
752
Continuum Advisory
Idaho
$5.59M +$173K +731 +3%
CPIG
753
Chicago Partners Investment Group
Illinois
$5.58M +$409K +1,732 +7%
CTA
754
Chesley Taft & Associates
Illinois
$5.57M +$52.2K +221 +1%
PA
755
Procyon Advisors
Connecticut
$5.56M -$613K -2,597 -10%
MCA
756
Martin Capital Advisors
Texas
$5.55M +$5.42M +22,978 New
FPOC
757
Financial Planners of Cleveland
Ohio
$5.52M +$5.55M +23,509 New
CMBA
758
C.M. Bidwell & Associates
Hawaii
$5.5M +$265K +1,124 +5%
BPC
759
Banque Pictet & Cie
Switzerland
$5.49M – – –
PNAA
760
Pictet North America Advisors
Switzerland
$5.49M – – –
HA
761
Harfst & Associates
Wyoming
$5.48M -$204K -863 -4%
FWM
762
Fairhaven Wealth Management
Illinois
$5.48M – – –
OPS
763
Orion Portfolio Solutions
Nebraska
$5.46M +$205K +868 +4%
SHGA
764
Sand Hill Global Advisors
California
$5.45M +$103K +437 +2%
SWIM
765
Smallwood Wealth Investment Management
New Jersey
$5.45M +$5.33M +22,566 New
ST
766
Sabal Trust
Florida
$5.44M +$332K +1,408 +7%
WPW
767
Waldron Private Wealth
Pennsylvania
$5.44M +$13.5K +57 +0.3%
C
768
Clearshares
New York
$5.4M – – –
FC
769
Forte Capital
New York
$5.39M +$236 +1 +0%
TC
770
Tenret Company
Florida
$5.36M – – –
JWA
771
JFS Wealth Advisors
Pennsylvania
$5.34M +$117K +494 +2%
IIM
772
Ironwood Investment Management
Massachusetts
$5.31M -$18.6K -79 -0.4%
AGP
773
Autumn Glory Partners
Texas
$5.3M +$5.18M +21,956 New
PFM
774
Parsec Financial Management
North Carolina
$5.3M -$90.4K -383 -2%
HCM
775
Howland Capital Management
Massachusetts
$5.28M – – –
29 30
31
32 33