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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
776
Smallwood Wealth Investment Management
New Jersey
$7.59M -$3.71K -15 -0.1%
HIMC
777
Heritage Investors Management Corp
Maryland
$7.56M -$63.3K -256 -0.9%
EFS
778
Essex Financial Services
Connecticut
$7.53M -$49.7K -201 -0.7%
PFT
779
Providence First Trust
Arizona
$7.52M -$134K -541 -2%
LFAS
780
Level Four Advisory Services
Texas
$7.5M – – –
KAH
781
Kathryn A. Hall
$7.5M +$1.34M +5,416 +23%
BFM
782
Boston Financial Management
Massachusetts
$7.49M +$225K +909 +3%
SMH
783
Sanders Morris Harris
Texas
$7.49M -$3.81M -15,399 -98%
ODIJL
784
One Day In July LLC
Vermont
$7.48M +$162K +653 +2%
AWA
785
ARQ Wealth Advisors
Arizona
$7.47M -$92K -372 -1%
MFC
786
Miramar Fiduciary Corp
Nevada
$7.46M – – –
NWM
787
NRI Wealth Management
California
$7.46M +$211K +851 +3%
SRC
788
Sage Rhino Capital
California
$7.45M +$82.9K +335 +1%
TF
789
Trek Financial
Arizona
$7.43M +$312K +1,262 +5%
PO
790
Private Ocean
California
$7.43M -$712K -2,879 -9%
RJT
791
Raymond James Trust
Florida
$7.33M -$1.21M -4,909 -15%
VAG
792
Vannoy Advisory Group
Texas
$7.31M +$4.21K +17 +0.1%
LPP
793
Life Planning Partners
Florida
$7.3M +$22.5K +91 +0.3%
PI
794
PFG Investments
New York
$7.28M +$3M +12,125 +76%
PFM
795
Phillips Financial Management
Indiana
$7.27M -$123K -497 -2%
LSA
796
Lansing Street Advisors
Pennsylvania
$7.25M +$15.6K +63 +0.2%
WIM
797
WealthPlan Investment Management
Nebraska
$7.24M -$1.86M -7,500 -21%
RZH
798
Relyea Zuckerberg Hanson
Connecticut
$7.21M +$21.8K +88 +0.3%
BAM
799
Belpointe Asset Management
Nevada
$7.2M +$968K +3,913 +16%
DAS
800
Diversify Advisory Services
Utah
$7.18M +$6.84M +27,666 New
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