We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
Summit Asset Management
Tennessee
$225K +$212K +1,436 New
OFS
1402
Orrstown Financial Services
Pennsylvania
$224K +$211K +1,428 New
GAM
1403
Grandview Asset Management
Pennsylvania
$224K +$211K +1,431 New
PPW
1404
Parcion Private Wealth
Washington
$221K -$84.2K -571 -29%
AF
1405
Apexium Financial
Texas
$221K +$208K +1,412 New
ERIM
1406
Eagle Ridge Investment Management
Connecticut
$221K +$209K +1,415 New
UAS
1407
United Asset Strategies
New York
$220K -$34.7K -235 -14%
CRWM
1408
Castle Rock Wealth Management
California
$220K +$194K +1,314 New
MIM
1409
Marco Investment Management
Georgia
$220K +$207K +1,407 New
WAS
1410
Winch Advisory Services
Wisconsin
$219K -$281K -1,904 -58%
LWM
1411
Laidlaw Wealth Management
New York
$218K +$205K +1,392 New
SGK
1412
Steigerwald Gordon & Koch
Virginia
$218K +$206K +1,394 New
CFB
1413
Cullen/Frost Bankers
Texas
$217K +$13.9K +94 +7%
BWFA
1414
Baltimore-Washington Financial Advisors
Maryland
$215K +$203K +1,378 New
MWM
1415
Marietta Wealth Management
Georgia
$213K +$201K +1,363 New
BSA
1416
Bull Street Advisors
Georgia
$211K +$199K +1,350 New
SW
1417
StrongBox Wealth
Missouri
$210K +$197K +1,339 New
CS
1418
Comerica Securities
Michigan
$210K +$198K +1,341 New
AACR
1419
ACR Alpine Capital Research
Missouri
$210K +$198K +1,344 New
OFS
1420
OneAscent Financial Services
Alabama
$209K +$197K +1,338 New
IWP
1421
Icon Wealth Partners
Texas
$208K +$196K +1,326 New
VCM
1422
Virtue Capital Management
Tennessee
$208K +$196K +1,327 New
SFI
1423
SPC Financial Inc
Maryland
$207K +$195K +1,324 New
HA
1424
HYA Advisors
Missouri
$205K +$193K +1,308 New
TF
1425
Trek Financial
Arizona
$205K +$193K +1,312 New
55 56
57
58 59