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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1401
Appleton Partners
Massachusetts
$555K – – –
NCM
1402
Northwest Capital Management
Oregon
$555K +$5.21K +24 +1%
MWA
1403
Meridian Wealth Advisors
Texas
$555K +$57.1K +263 +12%
AFS
1404
Access Financial Services
Minnesota
$554K -$20K -92 -3%
AP
1405
Adero Partners
California
$554K +$184K +850 +52%
FWM
1406
Frontier Wealth Management
Missouri
$552K -$13.7K -63 -2%
SCA
1407
Sage Capital Advisors
South Dakota
$552K +$217 +1 +0%
SGI
1408
Summit Global Investments
Utah
$551K +$307K +1,413 +134%
WAS
1409
Wealth Advisory Solutions
Indiana
$551K +$536K +2,472 New
SW
1410
SlateStone Wealth
Florida
$546K – – –
CWM
1411
Calamos Wealth Management
Illinois
$545K – – –
KAM
1412
Knightsbridge Asset Management
California
$545K +$40.8K +188 +8%
TCBWMS
1413
Texas Capital Bank Wealth Management Services
Texas
$544K – – –
ECM
1414
EagleClaw Capital Management
Massachusetts
$542K – – –
IIC
1415
Ironwood Investment Counsel
Arizona
$542K +$44.1K +203 +9%
SG
1416
Stonnington Group
California
$541K +$217 +1 +0%
PWLP
1417
Prio Wealth Limited Partnership
Massachusetts
$541K +$5.64K +26 +1%
DAM
1418
Derbend Asset Management
Georgia
$539K +$525K +2,420 New
OC
1419
Oakworth Capital
Alabama
$537K – – –
CIG
1420
Cairn Investment Group
Washington
$537K +$524K +2,414 New
TWP
1421
Tower Wealth Partners
Pennsylvania
$534K -$27.6K -127 -5%
KM
1422
Kalos Management
Georgia
$533K -$318K -1,463 -38%
IFAM
1423
Institutional & Family Asset Management
Colorado
$531K -$16.7K -77 -3%
TCMP
1424
Thrive Capital Management (Pennsylvania)
Pennsylvania
$530K -$66.6K -307 -11%
TCM
1425
Tandem Capital Management
New Jersey
$530K -$3.04K -14 -0.6%
55 56
57
58 59