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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
901
Cedar Brook Financial Partners
Ohio
$3.42M -$175K -910 -5%
FIA
902
Foundations Investment Advisors
Arizona
$3.41M +$2.41M +12,514 +234%
PCMC
903
Private Capital Management (Colorado)
Colorado
$3.41M +$2.39M +12,397 +229%
KFS
904
Kaizen Financial Strategies
California
$3.4M -$176K -911 -5%
RF
905
RHS Financial
California
$3.4M +$849K +4,406 +33%
MLL
906
Moody Lynn & Lieberson
Massachusetts
$3.37M +$474K +2,460 +16%
JWM
907
Janiczek Wealth Management
Colorado
$3.36M -$33.7K -175 -1%
CM
908
Columbus Macro
Pennsylvania
$3.36M -$752K -3,902 -18%
SWM
909
Spire Wealth Management
Virginia
$3.35M +$1.22M +6,332 +57%
TWD
910
True Wealth Design
Ohio
$3.35M +$3.38M +17,518 New
PIA
911
Pinion Investment Advisors
Kansas
$3.33M +$3.36M +17,444 New
WA
912
Wealthstream Advisors
New York
$3.33M +$845K +4,384 +34%
WT
913
Whittier Trust
California
$3.33M -$4.24K -22 -0.1%
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.32M +$96.4K +500 +3%
KOMWMG
915
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.31M -$1.07M -5,528 -24%
PP
916
PDS Planning
Ohio
$3.29M -$692K -3,589 -17%
LFA
917
Level Financial Advisors
New York
$3.29M +$459K +2,382 +16%
AWM
918
Avior Wealth Management
Nebraska
$3.29M -$154K -801 -4%
CPA
919
Capital Performance Advisors
California
$3.27M +$601K +3,121 +22%
MWP
920
Meridian Wealth Partners
Pennsylvania
$3.26M -$19.5K -101 -0.6%
VC
921
Vicus Capital
Pennsylvania
$3.25M -$791K -4,103 -19%
6F
922
626 Financial
Michigan
$3.24M +$250K +1,297 +8%
COCM
923
Charter Oak Capital Management
New Hampshire
$3.23M +$1.64M +8,522 +102%
KOC
924
Koss-Olinger Consulting
Florida
$3.22M +$2.95M +15,323 +1,017%
RCA
925
Resonant Capital Advisors
Wisconsin
$3.2M – – –
35 36
37
38 39