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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1351
Spotlight Asset Group
Illinois
$490K – – –
CWM
1352
Cabot Wealth Management
Massachusetts
$490K +$460K +2,518 New
HPWM
1353
Highland Private Wealth Management
Washington
$489K -$1.83K -10 -0.4%
CA
1354
Capital Advantage
California
$489K +$72K +394 +18%
JAFL
1355
Jay A. Fishman Ltd
Michigan
$487K – – –
KFA
1356
Kelleher Financial Advisors
New York
$486K +$133K +725 +41%
PWLP
1357
Prio Wealth Limited Partnership
Massachusetts
$485K -$17K -93 -4%
SAM
1358
Secure Asset Management
Michigan
$485K +$16.6K +91 +4%
GT
1359
Greenleaf Trust
Michigan
$484K – – –
EBSAM
1360
Eubel Brady & Suttman Asset Management
Ohio
$483K +$454K +2,483 New
IFAM
1361
Institutional & Family Asset Management
Colorado
$479K +$336K +1,840 +297%
VWM
1362
Vigilare Wealth Management
Arizona
$477K +$12.8K +70 +3%
KCM
1363
Kendall Capital Management
Maryland
$477K +$72.9K +399 +19%
CB
1364
Cadence Bank
Mississippi
$475K +$30.3K +166 +7%
TCBWMS
1365
Texas Capital Bank Wealth Management Services
Texas
$475K +$36.6K +200 +9%
SB
1366
Strategic Blueprint
Georgia
$475K +$446K +2,438 New
1IA
1367
1834 Investment Advisors
Wisconsin
$474K -$777K -4,252 -64%
ECM
1368
EagleClaw Capital Management
Massachusetts
$474K – – –
DWA
1369
Dougherty Wealth Advisers
Minnesota
$473K -$3.66K -20 -0.8%
NCM
1370
Northwest Capital Management
Oregon
$473K +$140K +766 +46%
VHAM
1371
Van Hulzen Asset Management
California
$472K -$19.6K -107 -4%
HCM
1372
HMS Capital Management
Tennessee
$471K -$530K -2,900 -54%
RDFA
1373
Ritter Daniher Financial Advisory
Ohio
$469K +$441K +2,411 New
AP
1374
Atwood & Palmer
Missouri
$467K -$27.4K -150 -6%
TCM
1375
Tandem Capital Management
New Jersey
$466K – – –
53 54
55
56 57