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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
101
Vestmark Advisory Solutions
Massachusetts
$161M +$16M +54,975 +10%
EPM
102
Elm Partners Management
Pennsylvania
$161M -$90.4M -311,262 -35%
SWM
103
Sendero Wealth Management
Texas
$159M +$14M +48,149 +9%
PP
104
PrairieView Partners
Minnesota
$156M -$2.02M -6,950 -1%
EW
105
Evoke Wealth
California
$155M +$4.02M +13,853 +3%
CA
106
Cambridge Associates
Massachusetts
$154M +$672K +2,313 +0.4%
DADC
107
D.A. Davidson & Co
Montana
$153M +$7.46M +25,670 +5%
LPT
108
Legacy Private Trust
Wisconsin
$150M +$9.82M +33,784 +7%
CTC
109
Chai Trust Company
Illinois
$147M +$687K +2,366 +0.4%
CPCM
110
Cardinal Point Capital Management
Ontario, Canada
$146M +$1.08M +3,711 +0.7%
AG
111
AlTi Global
New York
$146M -$1.46M -5,035 -0.9%
KAS
112
Kestra Advisory Services
Texas
$146M -$41.5M -142,911 -21%
VA
113
VestGen Advisors
Illinois
$144M +$153M +525,566 New
BCI
114
Brinker Capital Investments
Pennsylvania
$144M +$4.15M +14,287 +3%
OPS
115
Orion Portfolio Solutions
Nebraska
$144M +$4.15M +14,287 +3%
CIA
116
Compass Ion Advisors
Pennsylvania
$140M +$3.2M +11,004 +2%
GT
117
Glenmede Trust
Pennsylvania
$140M -$9.49M -32,679 -6%
CPA
118
Cardiff Park Advisors
California
$137M +$3.79M +13,057 +3%
ZF
119
Zhang Financial
Michigan
$134M +$5.67M +19,500 +4%
GFA
120
Gallagher Fiduciary Advisors
Illinois
$134M +$141M +485,781 +19,133%
LC
121
Lindbrook Capital
California
$134M +$1.75M +6,022 +1%
MGIA
122
Moneta Group Investment Advisors
Missouri
$133M +$38.2M +131,378 +37%
RIM
123
RW Investment Management
Idaho
$132M -$3.31M -11,388 -2%
TA
124
TruWealth Advisors
Louisiana
$132M -$14.9M -51,143 -10%
JIC
125
Joel Isaacson & Co
New York
$130M +$6.8M +23,419 +5%
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