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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Altium Wealth Management
New York
$2.18M +$362K +1,588 +19%
CA
927
Calton & Associates
Florida
$2.18M -$507K -2,225 -18%
DW
928
Domani Wealth
Pennsylvania
$2.18M -$59.1K -259 -3%
COCM
929
Charter Oak Capital Management
New Hampshire
$2.17M -$13.5K -59 -0.6%
BWM
930
BerganKDV Wealth Management
Minnesota
$2.17M – – –
PCMC
931
Private Capital Management (Colorado)
Colorado
$2.17M +$620K +2,718 +39%
NFG
932
Nations Financial Group
Iowa
$2.16M +$271K +1,188 +14%
KF
933
Krilogy Financial
Missouri
$2.15M +$40.8K +179 +2%
HC
934
HNP Capital
New York
$2.15M +$633K +2,774 +40%
VRM
935
Vectors Research Management
New York
$2.15M +$633K +2,774 +40%
KFP
936
KMG Fiduciary Partners
Ohio
$2.14M +$220K +965 +11%
CCG
937
Cypress Capital Group
Florida
$2.13M -$126K -553 -5%
IC
938
Iconiq Capital
California
$2.13M -$10.9M -48,015 -33%
FG
939
Fiduciary Group
Georgia
$2.13M +$22.1K +97 +1%
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$2.12M +$55.2K +242 +3%
SIM
941
Stratos Investment Management
Ohio
$2.11M +$1.11M +4,871 +105%
RA
942
RFG Advisory
Alabama
$2.11M -$343K -1,502 -14%
ICMP
943
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.1M -$606K -2,659 -22%
TWM
944
TriaGen Wealth Management
California
$2.1M -$13.2K -58 -0.6%
OWA
945
Outlook Wealth Advisors
Texas
$2.1M +$122K +534 +6%
BBA
946
BLB&B Advisors
Pennsylvania
$2.09M -$73.4K -322 -3%
STB
947
S&T Bank
Pennsylvania
$2.09M – – –
AC
948
Abbrea Capital
California
$2.08M – – –
BWM
949
BT Wealth Management
Georgia
$2.08M -$517K -2,269 -20%
PHS
950
Pekin Hardy Strauss
Illinois
$2.08M +$2.05K +9 +0.1%
36 37
38
39 40