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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
801
Asset Dedication LLC
California
$6.46M +$161K +730 +3%
DDPIC
802
Deroy & Devereaux Private Investment Counsel
Michigan
$6.44M +$416K +1,880 +7%
TC
803
Trust Company
Kansas
$6.44M -$21.7K -98 -0.4%
PA
804
Procyon Advisors
Connecticut
$6.43M +$2.21M +10,000 +58%
JWBC
805
J.W. Burns & Co
New York
$6.41M +$285K +1,288 +5%
WMA
806
Wealth Management Associates
New Jersey
$6.4M +$33.8K +153 +0.6%
LWMT
807
Legacy Wealth Management (Tennessee)
Tennessee
$6.4M – – –
BFS
808
Bradley Foster & Sargent
Connecticut
$6.39M +$3.03M +13,703 +104%
CFGF
809
Compass Financial Group (Florida)
Florida
$6.32M +$18.1K +82 +0.3%
BWM
810
BNC Wealth Management
Oregon
$6.32M +$2.75M +12,443 +88%
CFM
811
Comprehensive Financial Management
California
$6.31M -$55.9K -253 -0.9%
FWM
812
Fairhaven Wealth Management
Illinois
$6.3M -$9.95K -45 -0.2%
CG
813
CFO4Life Group
Texas
$6.28M -$31.6K -143 -0.5%
WE
814
Wealth Effects
Massachusetts
$6.27M -$94.8K -429 -2%
HFA
815
Highland Financial Advisors
New Jersey
$6.26M +$889K +4,019 +18%
CT
816
Cambridge Trust
Massachusetts
$6.24M +$144K +653 +3%
FWCM
817
Ferguson Wellman Capital Management
Oregon
$6.23M +$1.13M +5,100 +24%
KSWWM
818
Keyes Stange & Wooten Wealth Management
Florida
$6.2M +$5.78M +26,157 New
RFP
819
Root Financial Partners
California
$6.17M +$1.55M +7,025 +37%
MC
820
Mathes Company
New York
$6.17M +$48.6K +220 +0.9%
CA
821
Claro Advisors
Massachusetts
$6.14M +$547K +2,476 +11%
FNFDCM
822
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.11M +$199K +898 +4%
LSA
823
L & S Advisors
California
$6.11M -$314K -1,421 -5%
TCA
824
Transcend Capital Advisors
New Jersey
$6.09M +$517K +2,337 +10%
RF
825
RHS Financial
California
$6.07M +$654K +2,959 +13%
31 32
33
34 35