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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1026
Leonetti & Associates
Illinois
$220K – – –
AWE
1027
Avidian Wealth Enterprises
Texas
$219K +$215K +1,460 New
CCMG
1028
Clark Capital Management Group
Pennsylvania
$217K – – –
CM
1029
Capital Management
Virginia
$217K +$213K +1,450 New
SAM
1030
Summit Asset Management
Tennessee
$215K – – –
JG
1031
Jefferies Group
New York
$215K +$211K +1,434 New
DI
1032
Diligent Investors
California
$212K +$208K +1,414 New
GT
1033
Greenleaf Trust
Michigan
$211K +$207K +1,409 New
VA
1034
Valmark Advisers
Ohio
$211K +$208K +1,413 New
RWM
1035
Ritholtz Wealth Management
New York
$210K -$28K -190 -12%
CCM
1036
Consolidated Capital Management
California
$210K +$207K +1,404 New
CWS
1037
Cypress Wealth Services
California
$208K -$6.18K -42 -3%
FAM
1038
Flaharty Asset Management
Florida
$206K +$202K +1,375 New
WI
1039
Wedgewood Investors
Pennsylvania
$206K +$203K +1,377 New
JWM
1040
JGP Wealth Management
Oregon
$205K +$204K +1,384 New
FWIA
1041
Fort Washington Investment Advisors
Ohio
$201K +$197K +1,340 New
RCS
1042
Retirement Capital Strategies
California
$201K +$197K +1,341 New
CF
1043
Corrigan Financial
Rhode Island
$201K -$6.03K -41 -3%
NCM
1044
New Capital Management
Texas
$198K – – –
BWM
1045
Baystate Wealth Management
Massachusetts
$198K +$27.7K +188 +16%
CAM
1046
Close Asset Management
United Kingdom
$195K – – –
CBT
1047
Central Bank & Trust
Kentucky
$193K – – –
BBHC
1048
Brown Brothers Harriman & Co
New York
$191K -$8.98K -61 -5%
MSFP
1049
Mark Sheptoff Financial Planning
Connecticut
$189K – – –
TFS
1050
TrustCore Financial Services
Tennessee
$189K – – –
40 41
42
43 44