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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
751
Kaizen Financial Strategies
California
$5.35M +$2.52M +11,225 +91%
SBH
752
Segall Bryant & Hamill
Illinois
$5.35M +$5.29M +23,501 New
ADL
753
Asset Dedication LLC
California
$5.33M +$1.31M +5,830 +33%
MCA
754
Martin Capital Advisors
Texas
$5.31M +$75.1K +334 +1%
WA1
755
Wimmer Associates 1
California
$5.29M -$106K -470 -2%
IGWM
756
ICA Group Wealth Management
Colorado
$5.27M +$5.74M +25,518 New
EPWM
757
Essex Private Wealth Management
Massachusetts
$5.25M -$17.2M -76,654 -77%
SC
758
Sepio Capital
Utah
$5.23M +$322K +1,434 +7%
CTA
759
Chesley Taft & Associates
Illinois
$5.23M +$145K +643 +3%
CPIG
760
Chicago Partners Investment Group
Illinois
$5.21M +$323K +1,438 +6%
CGPCS
761
Capital Group Private Client Services
California
$5.2M +$4.2M +18,659 +445%
BPC
762
Banque Pictet & Cie
Switzerland
$5.18M – – –
PNAA
763
Pictet North America Advisors
Switzerland
$5.18M – – –
GIA
764
Gladstone Institutional Advisory
Florida
$5.14M +$247K +1,097 +5%
HA
765
Harfst & Associates
Wyoming
$5.12M -$53.1K -236 -1%
JWA
766
JFS Wealth Advisors
Pennsylvania
$5.08M +$47K +209 +0.9%
HP
767
HT Partners
Connecticut
$5.06M +$322K +1,430 +7%
TC
768
Tenret Company
Florida
$5.05M – – –
AGP
769
Autumn Glory Partners
Texas
$5.04M +$37.8K +168 +0.8%
NGA
770
Naples Global Advisors
Florida
$5.03M +$58K +258 +1%
ST
771
Sabal Trust
Florida
$5.03M -$94K -418 -2%
SWIM
772
Smallwood Wealth Investment Management
New Jersey
$5.02M -$121K -536 -2%
PFT
773
Providence First Trust
Arizona
$5M +$580K +2,577 +13%
SHGA
774
Sand Hill Global Advisors
California
$4.99M -$146K -651 -3%
AI
775
Accredited Investors
Minnesota
$4.97M +$478K +2,125 +11%
29 30
31
32 33