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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$13.4M +$1.15M +3,439 +9%
RIA
752
Regal Investment Advisors
Michigan
$13.3M +$496K +1,478 +4%
FFA
753
Fi3 Financial Advisors
Indiana
$13.3M +$5.66M +16,864 +68%
DFG
754
Delphi Financial Group
Delaware
$13.3M – – –
LA
755
Legacy Advisors
Pennsylvania
$13.2M +$957K +2,851 +7%
AWM
756
Avior Wealth Management
Nebraska
$13.2M +$424K +1,263 +3%
BFS
757
Bradley Foster & Sargent
Connecticut
$13.2M +$31.2K +93 +0.2%
HWA
758
HMV Wealth Advisors
Louisiana
$13.2M +$699K +2,084 +5%
WAAG
759
Wealth Alliance Advisory Group
Kansas
$13.1M +$827K +2,464 +6%
MWA
760
Monograph Wealth Advisors
California
$13.1M -$167K -498 -1%
CFO
761
CVA Family Office
Colorado
$13M +$3.33M +9,929 +32%
BPWM
762
Badgley Phelps Wealth Managers
Washington
$13M -$202K -601 -1%
SAM
763
Synergy Asset Management
Washington
$12.9M +$1.52M +4,541 +13%
LF
764
Lantz Financial
Illinois
$12.9M +$681K +2,031 +5%
IFO
765
Intrepid Family Office
Florida
$12.8M – – –
FWM
766
Fonville Wealth Management
Virginia
$12.8M +$5.03M +14,994 +60%
RZH
767
Relyea Zuckerberg Hanson
Connecticut
$12.8M +$2.25M +6,712 +20%
SAM
768
Smartleaf Asset Management
Massachusetts
$12.8M +$3.02M +9,009 +28%
SJL
769
Shayne & Jacobs LLC
Tennessee
$12.8M -$1.09M -3,240 -8%
BHWM
770
Beaird Harris Wealth Management
Texas
$12.8M +$798K +2,378 +6%
IAIM
771
International Assets Investment Management
Florida
$12.8M -$656K -1,956 -5%
PI
772
Pachira Investments
California
$12.8M +$372K +1,110 +3%
BI
773
BFI Infinity
Switzerland
$12.7M -$6.88M -20,492 -34%
NCM
774
Northland Capital Management
Minnesota
$12.7M +$1.07M +3,201 +9%
WKWM
775
Walter & Keenan Wealth Management
Indiana
$12.7M +$1.27M +3,772 +11%
29 30
31
32 33