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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
826
BancFirst Trust & Investment Management
Oklahoma
$6.06M +$5M +22,633 +803%
CWP
827
Cyndeo Wealth Partners
Florida
$6.05M -$978K -4,422 -15%
SWM
828
Spire Wealth Management
Virginia
$6.04M +$869K +3,929 +18%
AWC
829
Abundance Wealth Counselors
Pennsylvania
$6.01M -$182K -823 -3%
KA
830
Kovack Advisors
Florida
$6.01M -$11.7K -53 -0.2%
RPGK
831
Retirement Planning Group (Kansas)
Kansas
$6M +$344K +1,558 +7%
AI
832
Accredited Investors
Minnesota
$6M -$231K -1,044 -4%
WTB
833
Washington Trust Bank
Washington
$5.99M +$109K +495 +2%
EWM
834
Evergreen Wealth Management
Michigan
$5.98M +$307K +1,390 +6%
SPIA
835
Strategic Point Investment Advisors
Rhode Island
$5.96M -$122K -554 -2%
CI
836
CX Institutional
Indiana
$5.95M -$1.95M -8,823 -26%
GTAM
837
Global Trust Asset Management
Florida
$5.95M -$368K -1,666 -6%
VST
838
Van Strum & Towne
California
$5.91M -$46.9K -212 -0.8%
RBC
839
Romano Brothers & Co
Illinois
$5.89M +$157K +710 +3%
DWM
840
Dogwood Wealth Management
Kansas
$5.88M +$5.48M +24,767 New
RGC
841
Roberts, Glore & Co
Illinois
$5.86M -$3.48M -15,745 -39%
TC
842
TownSquare Capital
Utah
$5.85M -$2.23M -10,092 -29%
RWRC
843
R.W. Roge & Company
New York
$5.84M -$70.1K -317 -1%
CWM
844
Congress Wealth Management
Massachusetts
$5.81M +$3.14M +14,218 +138%
AFO
845
Arrowroot Family Office
California
$5.79M -$1.1M -4,993 -17%
BFPW
846
BOK Financial Private Wealth
Colorado
$5.76M -$1.27M -5,759 -19%
MWA
847
Midland Wealth Advisors
Illinois
$5.74M +$5.35M +24,190 New
SAM
848
S.A. Mason
Michigan
$5.73M -$367K -1,662 -6%
CGPCS
849
Capital Group Private Client Services
California
$5.73M -$548K -2,481 -9%
DC
850
Davenport & Co
Virginia
$5.72M +$2.03M +9,178 +61%
32 33
34
35 36