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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
801
Dogwood Wealth Management
Kansas
$7.62M +$441K +1,704 +6%
P
802
&Partners
Tennessee
$7.58M +$6.53M +25,234 +818%
LSA
803
Lansing Street Advisors
Pennsylvania
$7.57M +$108K +417 +1%
SMH
804
Sanders Morris Harris
Texas
$7.54M +$7.23M +27,934 +10,462%
VAG
805
Vannoy Advisory Group
Texas
$7.53M +$6.73K +26 +0.1%
CFG
806
Citizens Financial Group
Rhode Island
$7.53M +$3.95M +15,246 +119%
AA
807
ACT Advisors
North Carolina
$7.41M -$551K -2,128 -7%
TRIA
808
Trail Ridge Investment Advisors
Colorado
$7.4M +$6.45M +24,909 +899%
LPP
809
Life Planning Partners
Florida
$7.38M -$129K -498 -2%
PFM
810
Phillips Financial Management
Indiana
$7.37M -$111K -428 -2%
TAM
811
Titleist Asset Management
Texas
$7.34M +$5.87M +22,670 +475%
CGPCS
812
Capital Group Private Client Services
California
$7.32M +$440K +1,701 +7%
LFAS
813
Level Four Advisory Services
Texas
$7.32M -$1.1M -4,269 -13%
SWIM
814
Smallwood Wealth Investment Management
New Jersey
$7.31M -$477K -1,843 -6%
GP
815
Gridiron Partners
Pennsylvania
$7.31M – – –
TC
816
Trust Company
Kansas
$7.31M +$47.1K +182 +0.7%
FWCM
817
Ferguson Wellman Capital Management
Oregon
$7.31M +$290K +1,122 +4%
CIAS
818
Capital Investment Advisory Services
North Carolina
$7.3M +$220K +850 +3%
FFG
819
Fiduciary Financial Group
California
$7.27M +$6.74M +26,033 New
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.26M -$252K -975 -4%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$7.25M +$643K +2,486 +10%
SIA
822
Sovereign Investment Advisors
Arizona
$7.22M -$27.4K -106 -0.3%
LWMT
823
Legacy Wealth Management (Tennessee)
Tennessee
$7.22M – – –
VCM
824
Vivaldi Capital Management
Illinois
$7.22M -$81K -313 -1%
IF
825
Ironwood Financial
Arizona
$7.21M +$458K +1,771 +7%
31 32
33
34 35