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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
951
Plan Group Financial
Oklahoma
$4.38M +$2.02M +9,145 +98%
SHJ
952
Sharkey, Howes & Javer
Colorado
$4.38M +$65.7K +297 +2%
LFA
953
Level Financial Advisors
New York
$4.38M -$2.43K -11 -0.1%
TW
954
TritonPoint Wealth
Maryland
$4.36M +$4.06M +18,368 New
LIG
955
Lokken Investment Group
Delaware
$4.35M +$856K +3,871 +27%
CPWM
956
Cypress Point Wealth Management
Texas
$4.34M +$2.5M +11,287 +161%
AWM
957
Avior Wealth Management
Nebraska
$4.34M +$15.9K +72 +0.4%
SPWG
958
Syntegra Private Wealth Group
Missouri
$4.34M -$119K -539 -3%
FFA
959
Fi3 Financial Advisors
Indiana
$4.33M +$1.01M +4,579 +33%
SIAS
960
Summit Investment Advisory Services
Minnesota
$4.32M -$23.4K -106 -0.6%
LGA
961
Lebenthal Global Advisors
New York
$4.31M +$1.92M +8,684 +92%
KWM
962
Kaydan Wealth Management
Michigan
$4.31M -$94.4K -427 -2%
RA
963
Rockingstone Advisors
Massachusetts
$4.3M +$653K +2,954 +19%
ECM
964
Evergreen Capital Management
Washington
$4.29M +$26.8K +121 +0.7%
SWM
965
SilverOak Wealth Management
Minnesota
$4.28M +$3.99M +18,061 New
BWG
966
Balanced Wealth Group
Ohio
$4.28M +$3.99M +18,042 New
MCA
967
Martin Capital Advisors
Texas
$4.28M +$8.62K +39 +0.2%
TW
968
Traveka Wealth
California
$4.24M +$3.95M +17,878 New
UBV
969
United Bank (Virginia)
Virginia
$4.22M – – –
NGA
970
Naples Global Advisors
Florida
$4.22M -$42K -190 -1%
MFT
971
Moisand Fitzgerald Tamayo
Florida
$4.21M -$67K -303 -2%
LSA
972
Lion Street Advisors
Texas
$4.2M +$20.6K +93 +0.5%
WC
973
Waterloo Capital
Texas
$4.19M +$3.39M +15,344 +657%
RCAG
974
Rehmann Capital Advisory Group
Michigan
$4.17M -$267K -1,207 -6%
WA
975
Wealthstream Advisors
New York
$4.17M -$186K -842 -5%
37 38
39
40 41