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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
751
Regal Investment Advisors
Michigan
$13.4M +$1.34M +4,024 +11%
IFO
752
Intrepid Family Office
Florida
$13.4M -$6.65M -20,000 -33%
AFWM
753
Arta Finance Wealth Management
California
$13.4M +$13.2M +39,820 New
AWM
754
Avior Wealth Management
Nebraska
$13.3M +$339K +1,018 +3%
TIM
755
Tortoise Investment Management
New York
$13.3M +$14K +42 +0.1%
SG
756
Sharper & Granite
California
$13.2M -$24.9K -75 -0.2%
DF
757
Downshift Financial
Colorado
$13.2M +$13.2M +39,620 New
WPW
758
Waldron Private Wealth
Pennsylvania
$13.2M +$176K +529 +1%
RA
759
RFG Advisory
Alabama
$13.1M -$856K -2,574 -6%
HWA
760
HMV Wealth Advisors
Louisiana
$13.1M -$21.6K -65 -0.2%
PIA
761
Perennial Investment Advisors
California
$13M -$530K -1,593 -4%
CANC
762
Culbertson A N & Co
Virginia
$13M -$241K -724 -2%
PI
763
Pachira Investments
California
$13M +$1.21M +3,633 +10%
CHJWM
764
Carlton Hofferkamp & Jenks Wealth Management
Texas
$12.9M -$16.6K -50 -0.1%
FF
765
Farnam Financial
Arizona
$12.9M -$751K -2,256 -6%
BFAG
766
Blackston Financial Advisory Group
Florida
$12.9M -$429K -1,289 -3%
WAAG
767
Wealth Alliance Advisory Group
Kansas
$12.9M +$224K +674 +2%
TAM
768
Titleist Asset Management
Texas
$12.9M -$7M -21,050 -35%
NWP
769
NerdWallet Wealth Partners
New York
$12.9M -$39.6K -119 -0.3%
KWM
770
Kingsview Wealth Management
Oregon
$12.9M +$2.03M +6,107 +19%
LA
771
Legacy Advisors
Pennsylvania
$12.9M +$7.13M +21,430 +126%
WB
772
Webster Bank
Connecticut
$12.8M -$783K -2,353 -6%
CC
773
Chicago Capital
Illinois
$12.8M +$44.6K +134 +0.4%
VFA
774
Valeo Financial Advisors
Indiana
$12.8M +$96.8K +291 +0.8%
S
775
Sunpointe
Missouri
$12.8M +$2.02M +6,058 +19%
29 30
31
32 33