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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
826
Simplicity Solutions
Minnesota
$4.41M +$2.28M +9,642 +112%
DDPIC
827
Deroy & Devereaux Private Investment Counsel
Michigan
$4.41M +$853K +3,615 +25%
TB
828
Treynor Bancshares
Iowa
$4.41M +$4.31M +18,248 New
LPP
829
Life Planning Partners
Florida
$4.41M +$4.31M +18,242 New
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.4M -$68.5K -290 -2%
DI
831
DFPG Investments
Utah
$4.39M +$89.5K +379 +2%
DFC
832
DBK Financial Counsel
Ohio
$4.39M +$4.29M +18,180 New
EWM
833
Evercore Wealth Management
New York
$4.37M – – –
HC
834
Hoese & Co
Minnesota
$4.34M +$139K +590 +3%
JWM
835
Janiczek Wealth Management
Colorado
$4.34M +$201K +853 +5%
EFSCE
836
Enterprise Financial Services Corp (EFSC)
Missouri
$4.33M -$651K -2,757 -13%
WCM
837
WealthBridge Capital Management
Ohio
$4.32M -$1.04M -4,401 -20%
CFA
838
Compass Financial Advisors
Indiana
$4.29M +$4.2M +17,789 New
FPW
839
Flagship Private Wealth
Massachusetts
$4.26M +$29.3K +124 +0.7%
ADL
840
Asset Dedication LLC
California
$4.25M -$1.89K -8 -0%
CG
841
CFO4Life Group
Texas
$4.25M +$5.9K +25 +0.1%
TIA
842
Traphagen Investment Advisors
New Jersey
$4.24M – – –
GT
843
Glenview Trust
Kentucky
$4.23M +$304K +1,289 +8%
TFO
844
Tarbox Family Office
California
$4.23M -$49.1K -208 -1%
RCAG
845
Rehmann Capital Advisory Group
Michigan
$4.2M -$435K -1,842 -10%
WF
846
WoodTrust Financial
Wisconsin
$4.19M -$1.46M -6,200 -26%
HWMG
847
Hurlow Wealth Management Group
Indiana
$4.19M +$218K +923 +4%
PIFP
848
Partners in Financial Planning
Virginia
$4.18M +$302K +1,279 +7%
MWP
849
Meridian Wealth Partners
Pennsylvania
$4.16M -$54.5K -231 -1%
PP
850
PDS Planning
Ohio
$4.16M -$139K -588 -3%
32 33
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35 36