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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1126
American Institute for Advanced Investment Management
Arizona
$3.48M -$50K -202 -1%
CAG
1127
Crestwood Advisors Group
Massachusetts
$3.47M +$107K +434 +3%
RRCM
1128
Rappaport Reiches Capital Management
Illinois
$3.47M -$94.5K -382 -3%
CHC
1129
City Holding Co
West Virginia
$3.46M +$167K +673 +5%
SWA
1130
Strategies Wealth Advisors
Michigan
$3.46M +$408K +1,648 +14%
EFG
1131
Embree Financial Group
Illinois
$3.45M -$60.6K -245 -2%
MMPW
1132
Mitchell McLeod Pugh & Williams
Alabama
$3.45M +$75.5K +305 +2%
FG
1133
Fiduciary Group
Georgia
$3.45M -$55.9K -226 -2%
GCM
1134
Gallacher Capital Management
Colorado
$3.45M +$141K +569 +4%
PIA
1135
Pinion Investment Advisors
Kansas
$3.44M -$28.7K -116 -0.9%
SWM
1136
Shakespeare Wealth Management
Wisconsin
$3.43M +$6.68K +27 +0.2%
NF
1137
Nikulski Financial
Iowa
$3.42M +$77.9K +315 +2%
CWM
1138
CCG Wealth Management
California
$3.41M -$912K -3,687 -22%
ATPW
1139
Ashton Thomas Private Wealth
Arizona
$3.4M -$22K -89 -0.7%
JPG
1140
Jordan Park Group
California
$3.38M – – –
ACP
1141
Aveo Capital Partners
Colorado
$3.37M -$233K -940 -7%
MWM
1142
Mattern Wealth Management
Kansas
$3.37M +$499K +2,018 +18%
TWD
1143
True Wealth Design
Ohio
$3.35M -$167K -677 -5%
CCFM
1144
Clear Creek Financial Management
Washington
$3.34M +$656K +2,653 +26%
BMC
1145
Bear Mountain Capital
Washington
$3.33M – – –
EMAM
1146
Encompass More Asset Management
California
$3.33M +$3.17M +12,812 New
SB
1147
Strategic Blueprint
Georgia
$3.33M -$196K -793 -6%
ORC
1148
O'Rourke & Company
Massachusetts
$3.33M +$214K +866 +7%
CFG
1149
Citizens Financial Group
Rhode Island
$3.32M -$296K -1,196 -9%
TLCM
1150
Twin Lakes Capital Management
California
$3.32M -$128K -516 -4%
44 45
46
47 48