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Vanguard Morningstar Total Stock Market ETF
VTI

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