VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1251
Alliance Wealth Management Group
New Jersey
$873K +$851K +3,919 New
TCM
1252
Towercrest Capital Management
Pennsylvania
$873K +$851K +3,919 New
SAA
1253
Southeast Asset Advisors
Georgia
$872K +$245K +1,128 +41%
TF
1254
TRH Financial
Iowa
$868K +$199K +917 +31%
GCA
1255
Gradient Capital Advisors
California
$866K +$19.7K +91 +2%
SA
1256
Strategic Advisors
New York
$866K +$182K +837 +27%
FNC
1257
First National Corp
Massachusetts
$864K -$100K -461 -8%
KWM
1258
Kingsview Wealth Management
Oregon
$863K -$66.6K -307 -7%
AACR
1259
ACR Alpine Capital Research
Missouri
$863K +$122K +560 +17%
APSP
1260
Asset Planning Services (Pennsylvania)
Pennsylvania
$861K +$2.6K +12 +0.3%
IIM
1261
InTrack Investment Management
Vermont
$859K -$52.5K -242 -6%
CWA
1262
Cornerstone Wealth Advisors
Minnesota
$859K – – –
SAMC
1263
Spectrum Asset Management (California)
California
$857K -$104K -477 -11%
WWM
1264
Wiser Wealth Management
Georgia
$857K +$100K +462 +14%
CCG
1265
Chatham Capital Group
Georgia
$854K – – –
GBT
1266
Grove Bank & Trust
Florida
$850K – – –
RG
1267
Rathbones Group
United Kingdom
$844K +$103K +474 +14%
SF
1268
Susquehanna Foundation
Pennsylvania
$841K – – –
PWM
1269
PBMares Wealth Management
Virginia
$841K +$495K +2,281 +153%
BWP
1270
Bernardo Wealth Planning
Pennsylvania
$838K -$113K -521 -12%
BCA
1271
Bay Colony Advisors
Massachusetts
$835K +$27.6K +127 +4%
WPP
1272
Whalerock Point Partners
Rhode Island
$832K +$13K +60 +2%
TNA
1273
True North Advisors
Texas
$829K -$282K -1,300 -26%
AWA
1274
Alaska Wealth Advisors
Alaska
$829K -$16.1K -74 -2%
MCM
1275
MV Capital Management
Maryland
$827K +$765K +3,525 +1,885%
49 50
51
52 53