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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
751
Legacy Wealth Management (Tennessee)
Tennessee
$5.73M -$59.8K -270 -1%
WE
752
Wealth Effects
Massachusetts
$5.71M +$111K +501 +2%
CFM
753
Comprehensive Financial Management
California
$5.7M -$703K -3,174 -11%
WMA
754
Wealth Management Associates
New Jersey
$5.7M -$37K -167 -0.6%
FA
755
Financial Alternatives
California
$5.68M +$31K +140 +0.5%
GTAM
756
Global Trust Asset Management
Florida
$5.68M +$320K +1,447 +6%
CGPCS
757
Capital Group Private Client Services
California
$5.65M +$708K +3,200 +14%
CG
758
CFO4Life Group
Texas
$5.65M -$238K -1,075 -4%
FWM
759
Fairhaven Wealth Management
Illinois
$5.65M +$292K +1,321 +5%
CFGF
760
Compass Financial Group (Florida)
Florida
$5.64M +$285K +1,287 +5%
DP
761
Denver PWM
Colorado
$5.64M -$973K -4,394 -14%
BFG
762
Beacon Financial Group
Texas
$5.64M -$122K -550 -2%
EFS
763
Essex Financial Services
Connecticut
$5.62M -$57.3K -259 -1%
ADL
764
Asset Dedication LLC
California
$5.62M +$800K +3,613 +16%
TF
765
Trek Financial
Arizona
$5.62M -$129K -585 -2%
MSAM
766
Moloney Securities Asset Management
Missouri
$5.62M -$1.44M -6,503 -20%
AI
767
Accredited Investors
Minnesota
$5.6M -$306K -1,382 -5%
AWC
768
Abundance Wealth Counselors
Pennsylvania
$5.56M +$5.79M +26,178 New
ODIJL
769
One Day In July LLC
Vermont
$5.54M +$61.1K +276 +1%
CCM
770
Coldstream Capital Management
Washington
$5.54M -$607K -2,742 -10%
NL
771
NWAM LLC
Washington
$5.51M -$1.12M -5,079 -16%
PGWM
772
Pitti Group Wealth Management
New York
$5.5M -$944K -4,265 -14%
SAM
773
S.A. Mason
Michigan
$5.49M +$556K +2,513 +11%
CWM
774
CCG Wealth Management
California
$5.48M +$147K +662 +3%
VFA
775
Valeo Financial Advisors
Indiana
$5.48M +$25K +113 +0.4%
29 30
31
32 33