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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
776
Abundance Wealth Counselors
Pennsylvania
$14.6M +$5.97M +16,704 +73%
BPWM
777
Badgley Phelps Wealth Managers
Washington
$14.5M -$395K -1,104 -3%
VFA
778
Valeo Financial Advisors
Indiana
$14.5M -$851K -2,379 -6%
CFO
779
Cambient Family Office
Michigan
$14.5M +$590K +1,651 +4%
S
780
Sunpointe
Missouri
$14.5M -$1.2M -3,346 -8%
TT
781
TI-Trust
Illinois
$14.4M +$191K +535 +1%
TIM
782
Tortoise Investment Management
New York
$14.3M -$193K -541 -1%
KAM
783
Kensington Asset Management
Texas
$14.3M – – –
ODIJL
784
One Day In July LLC
Vermont
$14.3M +$387K +1,081 +3%
HWA
785
HMV Wealth Advisors
Louisiana
$14.3M -$896K -2,505 -6%
SRC
786
Shufro Rose & Co
New York
$14.2M +$70.1K +196 +0.5%
CHJWM
787
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.2M -$46.5K -130 -0.3%
SP
788
Symmetry Partners
Connecticut
$13.9M -$3.93K -11 -0%
CRC
789
Curi RMB Capital
Illinois
$13.9M +$715K +2,001 +6%
QCM
790
QRG Capital Management
Illinois
$13.9M +$8.39M +23,472 +166%
FFA
791
Frazier Financial Advisors
Ohio
$13.9M +$56.9K +159 +0.4%
FFG
792
Fiduciary Financial Group
California
$13.9M +$186K +521 +1%
BFO
793
Boston Family Office
Massachusetts
$13.9M +$523K +1,462 +4%
BFAG
794
Blackston Financial Advisory Group
Florida
$13.8M -$210K -588 -2%
PIA
795
Perennial Investment Advisors
California
$13.8M -$639K -1,787 -5%
BWP
796
Burling Wealth Partners
Illinois
$13.8M +$547K +1,531 +4%
KCM
797
Kathmere Capital Management
Pennsylvania
$13.7M +$403K +1,127 +3%
GPWA
798
Great Point Wealth Advisors
Massachusetts
$13.7M -$162K -454 -1%
GWP
799
Gateway Wealth Partners
Wisconsin
$13.7M -$11.8M -33,094 -47%
PTC
800
Philadelphia Trust Company
Pennsylvania
$13.6M – – –
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