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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
851
Flagship Private Wealth
Massachusetts
$3.86M +$1.04M +5,405 +37%
BHWM
852
Beaird Harris Wealth Management
Texas
$3.85M +$219K +1,137 +6%
UBV
853
United Bank (Virginia)
Virginia
$3.85M – – –
SWM
854
Southern Wealth Management
Texas
$3.84M -$698K -3,622 -15%
HI
855
Human Investing
Oregon
$3.84M -$253K -1,314 -6%
GKWIM
856
Gerber Kawasaki Wealth & Investment Management
California
$3.84M +$295K +1,531 +8%
BOSSRA
857
B.O.S.S. Retirement Advisors
Utah
$3.83M +$3.86M +20,044 New
IFO
858
Intrepid Family Office
Florida
$3.82M +$3.85M +20,000 New
JWBC
859
John W. Brooker & Co
California
$3.82M -$322K -1,673 -8%
SCP
860
Stevens Capital Partners
Nebraska
$3.82M +$3.85M +19,956 New
LA
861
Lakeside Advisors
Washington
$3.8M – – –
TWA
862
Tandem Wealth Advisors
Arizona
$3.8M +$3.83M +19,859 New
KWM
863
Kaydan Wealth Management
Michigan
$3.78M -$2.37M -12,299 -38%
CWM
864
CCG Wealth Management
California
$3.77M +$285K +1,477 +8%
TFO
865
Tarbox Family Office
California
$3.77M +$420K +2,178 +12%
KP
866
Keel Point
Alabama
$3.72M +$3.75M +19,449 New
LCS
867
Levin Capital Strategies
New York
$3.7M -$850K -4,413 -19%
BCM
868
Blume Capital Management
California
$3.68M – – –
HDIM
869
Hanson & Doremus Investment Management
Vermont
$3.68M +$235K +1,219 +7%
IGWM
870
ICA Group Wealth Management
Colorado
$3.67M -$641K -3,328 -15%
FFS
871
Founders Financial Securities
Maryland
$3.67M -$106K -551 -3%
WCM
872
WealthBridge Capital Management
Ohio
$3.66M -$12.9K -67 -0.3%
AT
873
American Trust
Kentucky
$3.65M +$449K +2,330 +14%
SBH
874
Segall Bryant & Hamill
Illinois
$3.64M -$309K -1,601 -8%
ME
875
McIlrath & Eck
Washington
$3.63M +$216K +1,119 +6%
33 34
35
36 37