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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
1301
Decker Retirement Planning
Utah
$3.24M -$421K -1,450 -11%
GWA
1302
Geometric Wealth Advisors
District of Columbia
$3.23M -$1.95M -6,712 -36%
AIFAIM
1303
American Institute for Advanced Investment Management
Arizona
$3.22M -$157K -539 -4%
BIM
1304
Barton Investment Management
Pennsylvania
$3.22M -$87.2K -300 -2%
BWM
1305
BCS Wealth Management
Tennessee
$3.22M -$26.4K -91 -0.8%
BFA
1306
Bragg Financial Advisors
North Carolina
$3.21M +$587K +2,022 +21%
FSG
1307
Financial Strategies Group
Michigan
$3.21M +$767K +2,639 +28%
CPSC
1308
Carl P. Sherr & Co
Massachusetts
$3.21M -$155K -532 -4%
HWM
1309
Hohimer Wealth Management
Washington
$3.2M -$5.91M -20,326 -64%
ACM
1310
Advisors Capital Management
New Jersey
$3.19M -$209K -721 -6%
SHFA
1311
SC&H Financial Advisors
Maryland
$3.19M -$28.8K -99 -0.8%
WCF
1312
West Coast Financial
California
$3.17M – – –
BC
1313
Brio Consultants
California
$3.16M +$805K +2,772 +32%
KL
1314
KWMG LLC
Kansas
$3.16M -$1.18M -4,048 -26%
DCM
1315
Davis Capital Management
Florida
$3.16M +$4.36K +15 +0.1%
HNWAG
1316
High Net Worth Advisory Group
Florida
$3.15M +$149K +514 +5%
YWM
1317
Yoder Wealth Management
California
$3.15M +$34.6K +119 +1%
CFG
1318
Cooper Financial Group
California
$3.15M -$1.05M -3,614 -24%
IWA
1319
Icon Wealth Advisors
Texas
$3.14M -$694K -2,390 -17%
CKAIS
1320
Christensen King & Associates Investment Services
Washington
$3.13M +$213K +734 +7%
LK
1321
Lumbard & Kellner
New Hampshire
$3.13M -$449K -1,544 -12%
MCCP
1322
Mission Creek Capital Partners
California
$3.13M -$200K -687 -6%
LSA
1323
Lion Street Advisors
Texas
$3.12M -$112K -385 -3%
MAS
1324
Madden Advisory Services
Florida
$3.12M -$29.9K -103 -0.9%
AIM
1325
Anchor Investment Management
South Carolina
$3.12M +$2.9K +10 +0.1%
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