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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
826
Manning & Napier Advisors
New York
$7.19M +$6.96M +26,883 New
DC
827
Davenport & Co
Virginia
$7.19M +$180K +694 +3%
HB
828
HTLF Bank
Colorado
$7.18M -$1.85M -7,159 -21%
CFM
829
Comprehensive Financial Management
California
$7.14M – – –
CFO
830
CVA Family Office
Colorado
$7.11M -$268K -1,036 -4%
SAM
831
S.A. Mason
Michigan
$7.1M +$433K +1,672 +7%
TCA
832
Transcend Capital Advisors
New Jersey
$7.09M -$30.3K -117 -0.4%
CG
833
CFO4Life Group
Texas
$7.08M +$259 +1 +0%
BAM
834
Belpointe Asset Management
Nevada
$7.06M -$336K -1,300 -5%
WMA
835
Wealth Management Associates
New Jersey
$7.06M – – –
GTAM
836
Global Trust Asset Management
Florida
$7.04M -$22K -85 -0.3%
WE
837
Wealth Effects
Massachusetts
$7.04M -$85.4K -330 -1%
SW
838
SteelPeak Wealth
California
$7.03M -$7.06M -27,269 -51%
MC
839
Mathes Company
New York
$6.99M – – –
SI
840
Saxon Interests
Texas
$6.97M +$54.1K +209 +0.8%
KA
841
Kovack Advisors
Florida
$6.94M +$295K +1,140 +5%
AI
842
Accredited Investors
Minnesota
$6.89M +$19.4K +75 +0.3%
AA
843
Advisory Alpha
Michigan
$6.86M -$206K -794 -3%
LSA
844
L & S Advisors
California
$6.84M -$43.2K -167 -0.6%
SHGA
845
Sand Hill Global Advisors
California
$6.78M +$627K +2,423 +11%
RPGK
846
Retirement Planning Group (Kansas)
Kansas
$6.76M +$11.6K +45 +0.2%
CWP
847
Cyndeo Wealth Partners
Florida
$6.75M +$99.4K +384 +2%
WPW
848
Waldron Private Wealth
Pennsylvania
$6.75M +$389K +1,504 +6%
EWM
849
Evergreen Wealth Management
Michigan
$6.74M +$776 +3 +0%
CMBA
850
C.M. Bidwell & Associates
Hawaii
$6.73M -$126K -488 -2%
32 33
34
35 36