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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1401
Montag & Associates
Georgia
$838K – – –
MWAM
1402
Manhattan West Asset Management
California
$838K +$29.6K +144 +3%
CRC
1403
Curi RMB Capital
Illinois
$835K -$352K -1,715 -28%
F4L
1404
Fortune 45 LLC
Louisiana
$834K -$21.4K -104 -2%
SGI
1405
Summit Global Investments
Utah
$834K +$453K +2,207 +100%
CSI
1406
Cross Staff Investments
New York
$832K +$440K +2,140 +94%
VCA
1407
Verdence Capital Advisors
Maryland
$830K +$315K +1,533 +53%
VNA
1408
Valley National Advisers
Pennsylvania
$828K +$43.8K +213 +5%
BOPW
1409
Brandywine Oak Private Wealth
Pennsylvania
$827K +$65.7K +320 +8%
CWM
1410
Cahaba Wealth Management
Georgia
$825K – – –
SRC
1411
Shufro Rose & Co
New York
$820K +$30.8K +150 +4%
AFG
1412
Albion Financial Group
Utah
$817K +$777K +3,782 +688%
CAM
1413
Cidel Asset Management
Ontario, Canada
$812K – – –
C
1414
Covestor
United Kingdom
$810K -$35.7K -174 -4%
OWA
1415
Opal Wealth Advisors
New York
$805K – – –
BOTW
1416
Bank of the West
California
$805K +$407K +1,980 +87%
RCA
1417
Ranch Capital Advisors
Florida
$802K – – –
TCOV
1418
Trust Company of Vermont
Vermont
$802K +$15.4K +75 +2%
TW
1419
Transform Wealth
Colorado
$802K +$125K +608 +17%
TSA
1420
Tri-Star Advisors
Texas
$800K -$16.4K -80 -2%
HSG
1421
Helen Stephens Group
Texas
$799K -$31.8K -155 -4%
CC
1422
Cadinha & Co
Hawaii
$799K – – –
SFS
1423
Summit Financial Strategies
Ohio
$799K +$92.5K +450 +12%
AFS
1424
Access Financial Services
Minnesota
$795K +$7.81K +38 +0.9%
WW
1425
Westshore Wealth
California
$792K +$1.44K +7 +0.2%
55 56
57
58 59