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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
Tenret Company
Florida
$4.53M – – –
DWM
802
Drive Wealth Management
Utah
$4.52M -$4.82M -24,091 -52%
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$4.51M +$97.5K +487 +2%
ARIS
804
Advanced Research Investment Solutions
California
$4.51M -$25.2K -126 -0.6%
AI
805
Accredited Investors
Minnesota
$4.5M +$224K +1,119 +5%
SHGA
806
Sand Hill Global Advisors
California
$4.5M -$36.6K -183 -0.8%
VWA
807
V Wealth Advisors
Kansas
$4.5M -$652K -3,256 -13%
CA
808
Claro Advisors
Massachusetts
$4.5M -$221K -1,106 -5%
FWCM
809
Ferguson Wellman Capital Management
Oregon
$4.49M +$120K +599 +3%
RLIM
810
Red Lighthouse Investment Management
New York
$4.46M – – –
SFC
811
Strategic Financial Concepts
Texas
$4.46M +$4.38M +21,856 New
LFA
812
Legacy Financial Advisors
Kentucky
$4.44M -$397K -1,981 -8%
ME
813
McIlrath & Eck
Washington
$4.41M +$528K +2,640 +14%
HFA
814
Highland Financial Advisors
New Jersey
$4.41M +$2.2K +11 +0.1%
HGERS
815
Householder Group Estate & Retirement Specialist
Arizona
$4.4M +$4.31M +21,548 New
SWM
816
Stockman Wealth Management
Montana
$4.39M -$511K -2,555 -11%
SWM
817
Spire Wealth Management
Virginia
$4.36M +$761K +3,804 +22%
EWM
818
Endowment Wealth Management
Wisconsin
$4.33M -$588K -2,935 -12%
CIA
819
Choate Investment Advisors
Massachusetts
$4.33M -$49.8K -249 -1%
KAM
820
Knightsbridge Asset Management
California
$4.31M -$89.7K -448 -2%
GEA
821
Glen Eagle Advisors
New Jersey
$4.31M -$126K -627 -3%
AG
822
Advocate Group
Minnesota
$4.3M -$494K -2,468 -10%
AOI
823
Auto-Owners Insurance
Michigan
$4.29M – – –
MCM
824
Morton Capital Management
California
$4.28M – – –
EPWM
825
Essex Private Wealth Management
Massachusetts
$4.27M +$55K +275 +1%
31 32
33
34 35