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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1276
Compass Planning Associates
Massachusetts
$3.58M +$3.6M +12,348 New
ACM
1277
Advisors Capital Management
New Jersey
$3.58M +$677K +2,322 +23%
SSB
1278
Sandy Spring Bank
Maryland
$3.56M +$4.38K +15 +0.1%
AIFAIM
1279
American Institute for Advanced Investment Management
Arizona
$3.55M -$161K -553 -4%
PPP
1280
Private Portfolio Partners
New Jersey
$3.55M +$48.1K +165 +1%
MFS
1281
Madrona Financial Services
Washington
$3.54M +$242K +828 +7%
CPSC
1282
Carl P. Sherr & Co
Massachusetts
$3.53M +$134K +459 +4%
SYBT
1283
Stock Yards Bank & Trust
Kentucky
$3.53M -$17.6M -60,479 -83%
MRI
1284
Mad River Investors
Massachusetts
$3.51M – – –
EI
1285
Ethic Inc
New York
$3.51M +$3.53M +12,114 New
FCBT
1286
First Citizens Bank & Trust
North Carolina
$3.51M +$314K +1,076 +10%
SIM
1287
Synergy Investment Management
Florida
$3.5M +$3.53M +12,086 New
VT
1288
Vise Technologies
New York
$3.5M +$3.53M +12,082 New
DF
1289
Dunhill Financial
United Kingdom
$3.5M +$91.6K +314 +3%
MCCP
1290
Mission Creek Capital Partners
California
$3.5M +$471K +1,613 +15%
KIM
1291
Kestra Investment Management
Texas
$3.5M +$252K +865 +8%
BMWM
1292
Brown Miller Wealth Management
Virginia
$3.49M +$15.5K +53 +0.4%
BIM
1293
Barton Investment Management
Pennsylvania
$3.48M -$39.4K -135 -1%
TCFP
1294
Treasure Coast Financial Planning
Florida
$3.48M -$2.63K -9 -0.1%
EAM
1295
Everstar Asset Management
North Carolina
$3.48M +$2.94M +10,071 +518%
FWM
1296
Forza Wealth Management
Florida
$3.46M +$884K +3,031 +34%
IAG
1297
Investment Advisory Group
Massachusetts
$3.43M +$91K +312 +3%
DWM
1298
Drive Wealth Management
Utah
$3.42M -$2.33K -8 -0.1%
BWM
1299
BCS Wealth Management
Tennessee
$3.42M +$3.44M +11,791 New
LSA
1300
Lion Street Advisors
Texas
$3.41M -$44.1K -151 -1%
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