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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
1401
Manhattan West Asset Management
California
$800K +$2.59K +13 +0.3%
MA
1402
Montag & Associates
Georgia
$797K – – –
BOPW
1403
Brandywine Oak Private Wealth
Pennsylvania
$796K +$10.8K +54 +1%
KFSC
1404
Keystone Financial Services (Colorado)
Colorado
$795K -$28.3K -142 -3%
BWM
1405
BCS Wealth Management
Tennessee
$795K +$73.7K +370 +9%
MPW
1406
Melone Private Wealth
Michigan
$793K -$81.7K -410 -9%
CSI
1407
Cross Staff Investments
New York
$792K +$199 +1 +0%
SC
1408
Scotia Capital
Ontario, Canada
$792K +$368K +1,845 +72%
MFG
1409
Magnus Financial Group
New York
$791K -$129K -649 -13%
SIC
1410
SJS Investment Consulting
Ohio
$789K +$877K +4,398 New
DP
1411
Divergent Planning
Maryland
$788K +$875K +4,391 New
HSG
1412
Helen Stephens Group
Texas
$787K +$30.1K +151 +4%
CWM
1413
Cahaba Wealth Management
Georgia
$785K – – –
HI
1414
Hendershot Investments
Virginia
$782K +$66K +331 +8%
PCM
1415
Prelude Capital Management
New York
$779K +$865K +4,340 New
AFG
1416
Albion Financial Group
Utah
$777K – – –
AP
1417
Adero Partners
California
$776K -$474K -2,380 -37%
SFS
1418
Summit Financial Strategies
Ohio
$773K +$14.2K +71 +2%
GM
1419
GeoWealth Management
Illinois
$771K -$80.7K -405 -9%
OWA
1420
Opal Wealth Advisors
New York
$766K – – –
ES
1421
Eagle Strategies
New York
$764K -$101K -508 -11%
TW
1422
Transform Wealth
Colorado
$764K +$797 +4 +0.1%
RCA
1423
Ranch Capital Advisors
Florida
$763K – – –
CC
1424
Cadinha & Co
Hawaii
$760K – – –
CAM
1425
Cidel Asset Management
Ontario, Canada
$759K -$14.9K -75 -2%
55 56
57
58 59