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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
851
Harbor Advisory Corp
New Hampshire
$600K -$4.28K -31 -0.7%
RWA
852
Ropes Wealth Advisors
Massachusetts
$595K – – –
WA
853
WESPAC Advisors
California
$593K – – –
ATC
854
Argent Trust Co
Tennessee
$593K +$414K +3,000 +182%
BDF
855
Black Diamond Financial
Maryland
$586K +$640K +4,635 New
WCM
856
Weatherstone Capital Management
Colorado
$582K +$537K +3,889 New
MAFM
857
Mid Atlantic Financial Management
Pennsylvania
$581K +$628K +4,550 New
FWM
858
Frontier Wealth Management
Missouri
$576K +$174K +1,258 +39%
QPWM
859
Quadrant Private Wealth Management
Pennsylvania
$574K -$207K -1,500 -25%
RP
860
Rowlandmiller & Partners
Georgia
$573K +$552 +4 +0.1%
TL
861
TrueWealth LLC
Georgia
$573K +$20.2K +146 +3%
WPP
862
Whalerock Point Partners
Rhode Island
$570K – – –
MPIA
863
Mountain Pacific Investment Advisers
Idaho
$566K -$36K -261 -6%
WFM
864
Wolff Financial Management
Michigan
$566K +$612K +4,435 New
SG
865
StoneX Group
New York
$565K +$123K +893 +25%
NSG
866
Nalls Sherbakoff Group
Tennessee
$563K +$609K +4,409 New
EWM
867
Elmwood Wealth Management
California
$558K -$62.4K -452 -9%
GW
868
GW & Wade
Massachusetts
$554K +$4.69K +34 +0.8%
AWM
869
Altium Wealth Management
New York
$552K +$196K +1,423 +49%
MCG
870
MACRO Consulting Group
New Jersey
$551K +$597K +4,321 New
NWP
871
Northstar Wealth Partners
Connecticut
$546K +$590K +4,275 New
GBT
872
Grove Bank & Trust
Florida
$545K +$8.14K +59 +1%
CAAS
873
Capital Asset Advisory Services
Michigan
$541K -$314K -2,273 -35%
OC
874
Oakworth Capital
Alabama
$541K -$65.7K -476 -10%
NFG
875
Nations Financial Group
Iowa
$541K +$330K +2,388 +129%
33 34
35
36 37