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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1226
IMS Capital Management
Oregon
$4.33M -$90K -285 -2%
SC
1227
SouthState Corp
Florida
$4.33M -$410K -1,298 -9%
BMCM
1228
Bryn Mawr Capital Management
Pennsylvania
$4.33M +$25.6K +81 +0.6%
FWM
1229
Forza Wealth Management
Florida
$4.32M -$322K -1,020 -7%
SWA
1230
Strategies Wealth Advisors
Michigan
$4.32M -$358K -1,134 -8%
CCFM
1231
Clear Creek Financial Management
Washington
$4.31M +$46.4K +147 +1%
LIM
1232
Letson Investment Management
Georgia
$4.31M – – –
BMWM
1233
Brown Miller Wealth Management
Virginia
$4.3M +$184K +583 +5%
MCC
1234
Money Concepts Capital
Florida
$4.3M +$611K +1,933 +17%
SAM
1235
Silvercrest Asset Management
New York
$4.3M – – –
TLCM
1236
Twin Lakes Capital Management
California
$4.29M +$12.3K +39 +0.3%
FCBT
1237
First Citizens Bank & Trust
North Carolina
$4.29M +$287K +908 +7%
CFS
1238
Coordinated Financial Services
Colorado
$4.29M -$64.4K -204 -2%
GS
1239
GTS Securities
Florida
$4.28M -$1.16M -3,660 -22%
WTA
1240
Washington Trust Advisors
Massachusetts
$4.28M -$85.6K -271 -2%
IAG
1241
Investment Advisory Group
Massachusetts
$4.25M +$44.2K +140 +1%
JSW
1242
Journey Strategic Wealth
New Jersey
$4.23M -$786K -2,488 -16%
FWM
1243
Fonville Wealth Management
Virginia
$4.23M +$1.17M +3,704 +40%
EFG
1244
Embree Financial Group
Illinois
$4.22M -$53.4K -169 -1%
RDWM
1245
Red Door Wealth Management
Tennessee
$4.22M -$2.84K -9 -0.1%
KP
1246
Keel Point
Alabama
$4.22M +$5.69K +18 +0.1%
TWA
1247
Tandem Wealth Advisors
Arizona
$4.2M -$287K -909 -7%
NWMG
1248
National Wealth Management Group
Ohio
$4.2M +$473K +1,498 +13%
CFIA
1249
Cantor Fitzgerald Investment Advisors
New York
$4.19M -$341K -1,081 -8%
SFG
1250
Sage Financial Group
Pennsylvania
$4.18M -$1.72M -5,459 -30%
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