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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1401
Texas Capital Bank Wealth Management Services
Texas
$505K – – –
PAMG
1402
Patton Albertson Miller Group
Tennessee
$505K +$68.4K +338 +16%
CAI
1403
Capital Advisors Inc
Oklahoma
$504K +$32.8K +162 +7%
ECM
1404
EagleClaw Capital Management
Massachusetts
$502K – – –
NCM
1405
Northwest Capital Management
Oregon
$501K -$1.21K -6 -0.2%
OC
1406
Oakworth Capital
Alabama
$498K -$27.3K -135 -5%
PWLP
1407
Prio Wealth Limited Partnership
Massachusetts
$497K -$18K -89 -4%
RPGK
1408
Retirement Planning Group (Kansas)
Kansas
$495K -$62.7K -310 -11%
GT
1409
Greenleaf Trust
Michigan
$495K -$19.2K -95 -4%
TCM
1410
Tandem Capital Management
New Jersey
$495K – – –
SAM
1411
Secure Asset Management
Michigan
$494K -$20.8K -103 -4%
PCM
1412
Parsons Capital Management
Rhode Island
$494K +$4.05K +20 +0.8%
TI
1413
Trexquant Investment
Connecticut
$494K +$204K +1,008 +73%
RDFA
1414
Ritter Daniher Financial Advisory
Ohio
$493K -$5.26K -26 -1%
WW
1415
Westshore Wealth
California
$493K +$482K +2,384 New
MFW
1416
Meristem Family Wealth
Minnesota
$492K – – –
SAM
1417
Smithbridge Asset Management
Pennsylvania
$492K – – –
AFS
1418
Access Financial Services
Minnesota
$491K +$170K +840 +30%
MWM
1419
Meridian Wealth Management
Kentucky
$488K -$40.1K -198 -8%
HCM
1420
HMS Capital Management
Tennessee
$488K -$12.1K -60 -2%
CHP
1421
Cable Hill Partners
Oregon
$486K +$1.01K +5 +0.2%
AWM
1422
Aries Wealth Management
Maine
$485K -$4.45K -22 -1%
CPSAC
1423
Chas P. Smith & Associates (CPS)
Florida
$484K +$4.25K +21 +0.9%
NEPPG
1424
New England Professional Planning Group
Rhode Island
$483K – – –
EP
1425
Eudaimonia Partners
Tennessee
$483K +$104K +512 +28%
55 56
57
58 59