We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
851
GC Wealth Management RIA
Massachusetts
$8.24M -$261K -893 -3%
GLLW
852
Graves Light Lenhart Wealth
Virginia
$8.2M -$140K -480 -2%
VCM
853
Vivaldi Capital Management
Illinois
$8.19M +$218K +746 +3%
VAG
854
Vannoy Advisory Group
Texas
$8.16M – – –
DAS
855
Diversify Advisory Services
Utah
$8.15M +$262K +897 +3%
PFM
856
Phillips Financial Management
Indiana
$8.13M -$23.3K -80 -0.3%
FA
857
Fiducient Advisors
Illinois
$8.13M -$34.2M -117,203 -81%
PFT
858
Providence First Trust
Arizona
$8.12M -$4.26M -14,606 -34%
UF
859
Univest Financial
Pennsylvania
$8.1M -$257K -880 -3%
PA
860
Procyon Advisors
Connecticut
$8.05M +$618K +2,119 +8%
SHF
861
Safe Harbor Fiduciary
Florida
$8.04M -$2.22M -7,609 -22%
HB
862
HTLF Bank
Colorado
$8.04M +$485K +1,661 +6%
BAM
863
Belpointe Asset Management
Nevada
$8.03M +$78.2K +268 +0.9%
ADL
864
Asset Dedication LLC
California
$8.02M +$34.7K +119 +0.4%
CWA
865
Consilium Wealth Advisory
Texas
$8.02M +$8.07M +27,668 New
LWMT
866
Legacy Wealth Management (Tennessee)
Tennessee
$8.01M +$191K +655 +2%
AI
867
Accredited Investors
Minnesota
$8M +$228K +782 +3%
SWA
868
Sax Wealth Advisors
New Jersey
$7.94M +$1.56M +5,349 +24%
TCA
869
Transcend Capital Advisors
New Jersey
$7.93M +$180K +617 +2%
GP
870
Gridiron Partners
Pennsylvania
$7.92M – – –
LPP
871
Life Planning Partners
Florida
$7.82M -$259K -887 -3%
RPGK
872
Retirement Planning Group (Kansas)
Kansas
$7.81M -$484K -1,659 -6%
CFGF
873
Compass Financial Group (Florida)
Florida
$7.8M -$663K -2,274 -8%
CFO
874
CVA Family Office
Colorado
$7.78M +$155K +532 +2%
GFG
875
Greenbush Financial Group
New York
$7.73M +$7.78M +26,669 New
33 34
35
36 37