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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%
SWM
102
Sendero Wealth Management
Texas
$159M +$14M +48,149 +9%
PP
103
PrairieView Partners
Minnesota
$156M -$2.02M -6,950 -1%
EW
104
Evoke Wealth
California
$155M +$4.02M +13,853 +3%
CA
105
Cambridge Associates
Massachusetts
$154M +$672K +2,313 +0.4%
DADC
106
D.A. Davidson & Co
Montana
$153M +$7.46M +25,670 +5%
LPT
107
Legacy Private Trust
Wisconsin
$150M +$9.82M +33,784 +7%
CTC
108
Chai Trust Company
Illinois
$147M +$687K +2,366 +0.4%
CPCM
109
Cardinal Point Capital Management
Ontario, Canada
$146M +$1.08M +3,711 +0.7%
AG
110
AlTi Global
New York
$146M -$1.46M -5,035 -0.9%
KAS
111
Kestra Advisory Services
Texas
$146M -$41.5M -142,911 -21%
VA
112
VestGen Advisors
Illinois
$144M +$153M +525,566 New
BCI
113
Brinker Capital Investments
Pennsylvania
$144M +$4.15M +14,287 +3%
OPS
114
Orion Portfolio Solutions
Nebraska
$144M +$4.15M +14,287 +3%
CIA
115
Compass Ion Advisors
Pennsylvania
$140M +$3.2M +11,004 +2%
GT
116
Glenmede Trust
Pennsylvania
$140M -$9.49M -32,679 -6%
CPA
117
Cardiff Park Advisors
California
$137M +$3.79M +13,057 +3%
ZF
118
Zhang Financial
Michigan
$134M +$5.67M +19,500 +4%
GFA
119
Gallagher Fiduciary Advisors
Illinois
$134M +$141M +485,781 +19,133%
LC
120
Lindbrook Capital
California
$134M +$1.75M +6,022 +1%
MGIA
121
Moneta Group Investment Advisors
Missouri
$133M +$38.2M +131,378 +37%
RIM
122
RW Investment Management
Idaho
$132M -$3.31M -11,388 -2%
TA
123
TruWealth Advisors
Louisiana
$132M -$14.9M -51,143 -10%
JIC
124
Joel Isaacson & Co
New York
$130M +$6.8M +23,419 +5%
TWM
125
Tanglewood Wealth Management
Texas
$129M -$52.9M -182,043 -28%
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