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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1326
Cadence Bank
Mississippi
$273K -$119K -762 -31%
SMG
1327
Spectrum Management Group
Indiana
$272K – – –
CCA
1328
Checchi Capital Advisers
California
$271K -$232K -1,480 -47%
CPA
1329
Capital Planning Advisors
California
$270K -$10.8K -69 -4%
DP
1330
Dearborn Partners
Illinois
$270K +$3.92K +25 +2%
AP
1331
Appleton Partners
Massachusetts
$269K – – –
DL
1332
DOHJ LLC
Washington
$269K +$257K +1,643 New
FM
1333
Foster & Motley
Ohio
$268K +$256K +1,635 New
FFA
1334
First Foundation Advisors
California
$267K -$19.7K -126 -7%
IC
1335
Innealta Capital
Texas
$267K +$255K +1,629 New
MPW
1336
MA Private Wealth
California
$265K -$5.48K -35 -2%
EFL
1337
ERn Financial LLC
Wisconsin
$265K +$254K +1,622 New
WAM
1338
Weatherly Asset Management
California
$263K +$251K +1,605 New
KLI
1339
Kelman-Lazarov Inc
Tennessee
$262K -$213K -1,360 -46%
MAM
1340
Meeder Asset Management
Ohio
$262K – – –
TSS
1341
Thomas Story & Son
Indiana
$262K – – –
ACA
1342
Ackerman Capital Advisors
Texas
$262K +$251K +1,600 New
EW
1343
Emerson Wealth
Michigan
$261K +$12.1K +77 +5%
CWS
1344
Cypress Wealth Services
California
$261K +$27.4K +175 +12%
LHC
1345
Little House Capital
Massachusetts
$260K +$249K +1,592 New
DAM
1346
Delta Asset Management
Tennessee
$259K – – –
LDB
1347
Lee, Danner & Bass
Tennessee
$259K +$248K +1,581 New
CRWM
1348
Castle Rock Wealth Management
California
$257K +$32.1K +205 +16%
ISB
1349
Iowa State Bank
Iowa
$257K +$246K +1,572 New
SMG
1350
Smart Money Group
Texas
$256K +$245K +1,565 New
52 53
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55 56