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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1026
BluePointe Capital Management
California
$4.33M – – –
RLWM
1027
RF&L Wealth Management
Massachusetts
$4.32M -$34.2K -132 -0.8%
KFP
1028
Keener Financial Planning
Texas
$4.32M +$452K +1,747 +12%
CPA
1029
Capital Performance Advisors
California
$4.32M -$144K -555 -3%
WCM
1030
WealthBridge Capital Management
Ohio
$4.31M -$41.9K -162 -1%
JWM
1031
Janiczek Wealth Management
Colorado
$4.31M – – –
BTIM
1032
BancFirst Trust & Investment Management
Oklahoma
$4.31M -$66.3K -256 -2%
PCA
1033
Prosperity Capital Advisors
Ohio
$4.3M -$1.21M -4,683 -23%
LG
1034
LAM Group
Oregon
$4.3M – – –
KCM
1035
Kathmere Capital Management
Pennsylvania
$4.3M +$624K +2,410 +18%
WT
1036
Whittier Trust
California
$4.3M +$1.59M +6,154 +62%
SBIA
1037
Sheaff Brock Investment Advisors
Indiana
$4.28M +$134K +516 +3%
UBV
1038
United Bank (Virginia)
Virginia
$4.28M – – –
PVAMC
1039
PPS&V Asset Management Consultants
Michigan
$4.28M +$61.3K +237 +2%
LK
1040
Lumbard & Kellner
New Hampshire
$4.27M -$55.6K -215 -1%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$4.25M +$69.9K +270 +2%
DWM
1042
Drive Wealth Management
Utah
$4.24M -$2.96M -11,425 -42%
MAM
1043
McLean Asset Management
Virginia
$4.23M +$6.47K +25 +0.2%
GWM
1044
Greenhouse Wealth Management
Connecticut
$4.22M -$6.47K -25 -0.2%
AFP
1045
Ausdal Financial Partners
Iowa
$4.21M -$372K -1,436 -8%
BDF
1046
Black Diamond Financial
Maryland
$4.2M +$449K +1,735 +12%
HIP
1047
Harrell Investment Partners
Texas
$4.2M -$681K -2,632 -14%
DBRC
1048
D.B. Root & Company
Pennsylvania
$4.2M -$461K -1,781 -10%
DFC
1049
DBK Financial Counsel
Ohio
$4.19M -$495K -1,914 -11%
SRC
1050
Shufro Rose & Co
New York
$4.18M +$851K +3,288 +27%
40 41
42
43 44