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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
826
Cascade Financial Partners
California
$11.4M -$2.68M -7,988 -18%
CRC
827
Curi RMB Capital
Illinois
$11.4M +$997K +2,973 +9%
KA
828
Kovack Advisors
Florida
$11.4M -$379K -1,131 -3%
SCG
829
Sonata Capital Group
Washington
$11.4M +$5.37K +16 +0%
MA
830
Modus Advisors
Minnesota
$11.4M -$52.3K -156 -0.4%
EFS
831
Essex Financial Services
Connecticut
$11.3M +$237K +705 +2%
CAL
832
Capital Analysts LLC
Pennsylvania
$11.3M +$251K +749 +2%
SL
833
SWMG LLC
Texas
$11.3M +$1.81M +5,399 +18%
HCMT
834
Highland Capital Management (Tennessee)
Tennessee
$11.3M +$165K +493 +1%
PIFP
835
Partners in Financial Planning
Virginia
$11.3M -$146K -434 -1%
CWS
836
Confluence Wealth Services
Pennsylvania
$11.2M -$3.35K -10 -0%
IGAM
837
iA Global Asset Management
Quebec, Canada
$11.2M +$2.31M +6,881 +25%
TAM
838
Titleist Asset Management
Texas
$11.2M -$1.22M -3,624 -9%
C
839
Certuity
Florida
$11.1M -$414K -1,233 -3%
TFA
840
Trinity Financial Advisors
Ohio
$11.1M -$2.52M -7,523 -18%
GWMR
841
GC Wealth Management RIA
Massachusetts
$11.1M +$316K +942 +3%
OCM
842
One Capital Management
California
$11M +$930K +2,772 +9%
RIG
843
Ramiah Investment Group
Wisconsin
$11M +$799K +2,380 +7%
TPI
844
Trust Point Inc
Wisconsin
$11M -$55K -164 -0.5%
SKK
845
Shepherd Kaplan Krochuk
Massachusetts
$10.9M +$1.28M +3,817 +13%
AB
846
Atlas Brown
Kentucky
$10.9M +$483K +1,441 +4%
AGP
847
Autumn Glory Partners
Texas
$10.9M +$3.94M +11,733 +53%
NFG
848
Norris Financial Group
South Carolina
$10.8M +$1.44M +4,293 +15%
AC
849
Avestar Capital
New York
$10.8M +$8.42M +25,100 +296%
CWA
850
Consilium Wealth Advisory
Texas
$10.8M +$433K +1,290 +4%
32 33
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35 36