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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
101
Tidal Investments
Wisconsin
$117M -$16.7M -75,590 -12%
PP
102
PrairieView Partners
Minnesota
$115M +$105K +474 +0.1%
CW
103
Cabot-Wellington
Massachusetts
$114M +$193K +873 +0.2%
SWM
104
Sendero Wealth Management
Texas
$114M -$3.45M -15,600 -3%
AWM
105
AE Wealth Management
Kansas
$110M +$12.3M +55,607 +12%
AAS
106
Annex Advisory Services
Wisconsin
$107M -$118M -532,640 -51%
UOMF
107
University of Massachusetts Foundation
Massachusetts
$107M – – –
CIA
108
Compass Ion Advisors
Pennsylvania
$107M +$55.7M +251,540 +101%
TA
109
TruWealth Advisors
Louisiana
$106M +$9.28M +41,906 +9%
BIAS
110
Beacon Investment Advisory Services
New Jersey
$106M -$225K -1,015 -0.2%
TA
111
Tiedemann Advisors
New York
$105M +$7.85M +35,457 +8%
ZF
112
Zhang Financial
Michigan
$105M +$834K +3,769 +0.8%
FNBTCON
113
First National Bank & Trust Co of Newtown
Pennsylvania
$105M -$2.26M -10,219 -2%
CG
114
Colony Group
Massachusetts
$104M -$993K -4,486 -0.9%
RMC
115
Regis Management Company
California
$102M -$1.45M -6,533 -1%
AA
116
ALPS Advisors
Colorado
$102M +$465K +2,100 +0.4%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$101M +$2.67M +12,064 +3%
CTC
118
Chai Trust Company
Illinois
$101M +$3.07M +13,885 +3%
BPA
119
Beacon Pointe Advisors
California
$100M +$14.6M +66,001 +16%
DADC
120
D.A. Davidson & Co
Montana
$100M +$148K +667 +0.1%
CPA
121
Cardiff Park Advisors
California
$96.5M +$113K +510 +0.1%
BWL
122
Beacon Wealthcare LLC
North Carolina
$94.6M -$1.96M -8,868 -2%
EA
123
Efficient Advisors
Ohio
$94.2M -$1.56M -7,043 -2%
GEM
124
Global Endowment Management
North Carolina
$92.3M +$17.7K +80 +0%
LC
125
Lindbrook Capital
California
$91.8M +$1.09M +4,910 +1%
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