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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$9.78M +$439K +1,503 +5%
LJHT
777
Laurie J. Hall Trustee
$9.78M -$31.8K -109 -0.3%
PTC
778
Private Trust Company
Ohio
$9.73M -$861K -2,951 -8%
WAAG
779
Wealth Alliance Advisory Group
Kansas
$9.7M +$98K +336 +1%
JWM
780
JPL Wealth Management
Colorado
$9.69M +$9.75M +33,431 New
KWA
781
Kingswood Wealth Advisors
California
$9.66M +$4.24M +14,519 +77%
TWC
782
TD Waterhouse Canada
Ontario, Canada
$9.62M +$245K +840 +3%
RZH
783
Relyea Zuckerberg Hanson
Connecticut
$9.61M +$265K +908 +3%
TPI
784
Trust Point Inc
Wisconsin
$9.6M +$50.8K +174 +0.5%
1WM
785
1900 Wealth Management
Texas
$9.59M +$1.06M +3,643 +12%
EFS
786
Essex Financial Services
Connecticut
$9.58M -$4.38K -15 -0%
GWS
787
Glassman Wealth Services
Virginia
$9.58M – – –
SOAG
788
Silver Oak Advisory Group
Oregon
$9.57M -$185K -633 -2%
BFG
789
Beacon Financial Group
Texas
$9.55M -$74.4K -255 -0.8%
CS
790
Capital Square
Tennessee
$9.52M -$95.1K -326 -1%
SP
791
Sequent Planning
Nebraska
$9.52M -$529K -1,814 -5%
AMM
792
American Money Management
California
$9.47M +$6.71K +23 +0.1%
DWM
793
Dogwood Wealth Management
Kansas
$9.46M +$1.14M +3,896 +14%
SRC
794
Shufro Rose & Co
New York
$9.45M +$4.95M +16,965 +108%
IA
795
IFC Advisors
California
$9.4M +$9.46M +32,419 New
QCG
796
Quadrant Capital Group
Ohio
$9.36M -$303K -1,038 -3%
FFA
797
Frazier Financial Advisors
Ohio
$9.35M +$62.7K +215 +0.7%
HWM
798
Hohimer Wealth Management
Washington
$9.26M +$6.33M +21,709 +212%
VFA
799
Valeo Financial Advisors
Indiana
$9.21M -$269K -923 -3%
LFAS
800
Level Four Advisory Services
Texas
$9.2M +$118K +406 +1%
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