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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
901
Flagship Private Wealth
Massachusetts
$2.65M -$108K -543 -4%
DWM
902
Dakota Wealth Management
Florida
$2.65M -$13.6K -68 -0.5%
CPP
903
Capasso Planning Partners
South Carolina
$2.64M +$976K +4,895 +50%
PWP
904
Private Wealth Partners
California
$2.64M +$205K +1,030 +8%
RWA
905
Rainsberger Wealth Advisors
Colorado
$2.63M -$75.7K -380 -3%
P
906
Pitcairn
Pennsylvania
$2.61M – – –
W
907
WealthOne
New York
$2.61M -$130K -654 -4%
GP
908
Greenline Partners
New York
$2.6M -$1.33M -6,695 -32%
SPA
909
Sentinel Pension Advisors
Massachusetts
$2.6M +$20.1K +101 +0.7%
PCIA
910
Prime Capital Investment Advisors
Kansas
$2.59M +$156K +783 +6%
MIM
911
Miller Investment Management
Pennsylvania
$2.59M -$55.6K -279 -2%
TCFP
912
Treasure Coast Financial Planning
Florida
$2.59M -$1.25M -6,262 -30%
GWM
913
Greenhouse Wealth Management
Connecticut
$2.56M -$342K -1,714 -11%
JIC
914
JRM Investment Counsel
Nebraska
$2.55M -$1.48M -7,417 -34%
AFP
915
Ausdal Financial Partners
Iowa
$2.55M +$227K +1,138 +9%
DFA
916
DHK Financial Advisors
New Hampshire
$2.54M +$2.48M +12,459 +732%
PIA
917
Perennial Investment Advisors
California
$2.54M +$32.5K +163 +1%
KCM
918
Kathmere Capital Management
Pennsylvania
$2.54M +$608K +3,053 +28%
BDF
919
Balasa Dinverno & Foltz
$2.54M – – –
WCF
920
West Coast Financial
California
$2.52M -$435K -2,185 -13%
AC
921
Avant Capital
Louisiana
$2.52M +$78.9K +396 +3%
RRCM
922
Rappaport Reiches Capital Management
Illinois
$2.52M +$42.3K +212 +2%
PMG
923
ProVise Management Group
Florida
$2.52M +$12K +60 +0.4%
CPA
924
Capital Performance Advisors
California
$2.51M +$70K +351 +3%
GG
925
Gofen & Glossberg
Illinois
$2.5M +$88.1K +442 +3%
35 36
37
38 39