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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1076
Cape Cod Five Cents Savings Bank
Massachusetts
$621K -$3.92K -25 -0.7%
SF
1077
Susquehanna Foundation
Pennsylvania
$618K – – –
APC
1078
Aspire Private Capital
North Carolina
$618K +$24.8K +158 +4%
DWA
1079
Douglass Winthrop Advisors
New York
$617K +$86.2K +550 +17%
LSA
1080
Lion Street Advisors
Texas
$612K +$584K +3,729 New
XF
1081
XML Financial
Maryland
$607K +$581K +3,708 New
CAS
1082
Cascadia Advisory Services
Oregon
$602K +$577K +3,680 New
TW
1083
TrinityPoint Wealth
Connecticut
$600K -$71.8K -458 -11%
CPA
1084
Court Place Advisors
Maryland
$600K +$31.8K +203 +6%
FP
1085
Fiduciary Planning
Florida
$599K +$565K +3,605 New
MW
1086
Marcum Wealth
Ohio
$598K +$573K +3,655 New
GC
1087
Grimes & Company
Massachusetts
$596K +$97.8K +624 +21%
BMCM
1088
Bryn Mawr Capital Management
Pennsylvania
$594K +$43.2K +276 +8%
HAFS
1089
Hapanowicz & Associates Financial Services
Pennsylvania
$594K +$568K +3,628 New
IC
1090
Intersect Capital
California
$589K +$46.8K +299 +9%
PP
1091
Pacifica Partners
Canada
$588K +$563K +3,596 New
MCM
1092
Maryland Capital Management
Maryland
$586K – – –
MKC
1093
M. Kraus & Co
Vermont
$585K – – –
CIA
1094
Cascade Investment Advisors
Oregon
$581K +$32.7K +209 +6%
FG
1095
Fiduciary Group
Georgia
$578K +$19.6K +125 +4%
BFPW
1096
BOK Financial Private Wealth
Colorado
$578K +$554K +3,533 New
PPW
1097
Parcion Private Wealth
Washington
$577K +$553K +3,529 New
AIP
1098
Ahrens Investment Partners
Louisiana
$572K -$19.3K -123 -3%
VIM
1099
Vista Investment Management
Pennsylvania
$572K +$15.4K +98 +3%
PC
1100
Port Capital
Illinois
$570K – – –
42 43
44
45 46