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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$157M +$36.2M +166,916 +31%
RMC
77
Regis Management Company
California
$154M -$2.99M -13,774 -2%
ZB
78
Zions Bancorporation
Utah
$149M +$7.5M +34,578 +5%
HF
79
HRT Financial
New York
$149M +$270K +1,242 +0.2%
HR
80
Hardy Reed
Mississippi
$147M +$1.34M +6,189 +0.9%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$144M +$4.93M +22,697 +4%
VFP
82
Verus Financial Partners
Virginia
$142M +$3.23M +14,874 +2%
RJA
83
Raymond James & Associates
Florida
$140M +$6.61M +30,467 +5%
WP
84
WMS Partners
Maryland
$137M +$134M +616,611 New
TA
85
Tiedemann Advisors
New York
$131M +$625K +2,881 +0.5%
CFA
86
Capstone Financial Advisors
Illinois
$128M +$37.2M +171,536 +43%
RCF
87
Rainwater Charitable Foundation
Texas
$127M -$3.09M -14,225 -2%
EPM
88
Elm Partners Management
Pennsylvania
$126M +$2.99M +13,794 +2%
GCA
89
Genesee Capital Advisors
New York
$126M +$123M +567,304 New
IA
90
IAM Advisory
Pennsylvania
$126M +$123M +567,304 New
PFO
91
Pathstone Family Office
New Jersey
$124M -$8.66M -39,904 -7%
BA
92
BCM Advisors
Louisiana
$122M +$2.91M +13,414 +2%
AAS
93
Annex Advisory Services
Wisconsin
$121M +$12.2M +56,083 +11%
CG
94
Caprock Group
Idaho
$121M +$9.64M +44,422 +9%
FWI
95
Facet Wealth Inc
Maryland
$120M +$24.1M +111,233 +26%
KAS
96
Kestra Advisory Services
Texas
$120M +$6.02M +27,733 +5%
A
97
AdvicePeriod
California
$119M -$832K -3,833 -0.7%
CW
98
Cabot-Wellington
Massachusetts
$115M -$444K -2,047 -0.4%
BSWM
99
Boston Standard Wealth Management
Massachusetts
$114M +$5.82M +26,838 +6%
VIP
100
Viewpoint Investment Partners
Alberta, Canada
$112M +$7.05M +32,470 +7%
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