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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
951
Kelleher Financial Advisors
New York
$240K -$10.7K -80 -4%
HCC
952
Hirtle Callaghan & Co
Pennsylvania
$240K +$10.6K +79 +5%
AMIM
953
Aull & Monroe Investment Management
Alabama
$239K -$37.5K -280 -14%
YP
954
Yellowstone Partners
Idaho
$237K +$268 +2 +0.1%
BWA
955
Burt Wealth Advisors
Maryland
$236K -$156K -1,169 -41%
LCP
956
Legacy Capital Partners
Wisconsin
$235K -$36K -269 -14%
FG
957
Fiduciary Group
Georgia
$235K – – –
KJWM
958
Kiley Juergens Wealth Management
Washington
$234K +$229K +1,710 New
AIM
959
Acropolis Investment Management
Missouri
$233K +$16.2K +121 +8%
PFBT
960
Parkside Financial Bank & Trust
Missouri
$233K +$69.6K +520 +44%
SFSG
961
Stearns Financial Services Group
North Carolina
$231K -$10.7K -80 -5%
PGFC
962
Peapack-Gladstone Financial Corp
New Jersey
$231K – – –
FFSOTS
963
Fiduciary Financial Services of The Southwest
Texas
$229K – – –
CB
964
Cadence Bank
Mississippi
$229K +$224K +1,671 New
ATC
965
Argent Trust Co
Tennessee
$227K -$60.1K -449 -21%
FF
966
Francis Financial
$227K +$221K +1,653 New
ACM
967
Azimuth Capital Management
Michigan
$226K – – –
MOS
968
MGO One Seven
Ohio
$226K +$221K +1,649 New
AP
969
Appleton Partners
Massachusetts
$225K – – –
SFSIG
970
San Francisco Sentry Investment Group
California
$223K +$111K +833 +105%
NA
971
NewEdge Advisors
Louisiana
$223K +$212K +1,586 New
CAC
972
Certified Advisory Corp
Florida
$223K +$218K +1,628 New
SCA
973
Sage Capital Advisors
South Dakota
$222K +$268 +2 +0.1%
CTA
974
Colonial Trust Advisors
South Carolina
$222K +$216K +1,614 New
SMH
975
Sanders Morris Harris
Texas
$221K – – –
37 38
39
40 41