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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1451
Avidian Wealth Enterprises
Texas
$2.5M +$626K +2,154 +31%
LWL
1452
Leo Wealth LLC
Texas
$2.5M -$199K -684 -7%
MWP
1453
Meredith Wealth Planning
Illinois
$2.5M -$81.9K -282 -3%
W
1454
WPWealth
Texas
$2.48M -$3.49K -12 -0.1%
FS
1455
Financial Symmetry
North Carolina
$2.48M +$1.35M +4,633 +106%
PCMM
1456
Piedmont Capital Management (Montana)
Montana
$2.46M -$8.72K -30 -0.3%
TWP
1457
Tower Wealth Partners
Pennsylvania
$2.46M -$24.7K -85 -0.9%
YIM
1458
Yoffe Investment Management
Pennsylvania
$2.45M – – –
TCWM
1459
Total Clarity Wealth Management
Illinois
$2.45M – – –
HI
1460
Harper Investing
California
$2.44M +$798K +2,747 +45%
TCA
1461
Trifecta Capital Advisors
Illinois
$2.43M – – –
NCM
1462
NCM Capital Management
New Jersey
$2.43M – – –
TAM
1463
Tocqueville Asset Management
New York
$2.43M +$485K +1,671 +23%
TWP
1464
Tempus Wealth Planning
California
$2.42M +$77.3K +266 +3%
LWM
1465
LongView Wealth Management
Georgia
$2.42M +$2.32K +8 +0.1%
FCAS
1466
First Command Advisory Services
Texas
$2.42M +$929K +3,197 +57%
SS
1467
Sound Stewardship
Kansas
$2.42M -$15.7K -54 -0.6%
PP
1468
Paloma Partners
Connecticut
$2.42M +$2.5M +8,591 +4,296%
BMCM
1469
Burns Matteson Capital Management
New York
$2.42M +$3.78K +13 +0.1%
CMA
1470
Cedar Mountain Advisors
Oregon
$2.41M +$29.3K +101 +1%
FBB
1471
Fulton Breakefield Broenniman
Maryland
$2.41M -$79K -272 -3%
KCPG
1472
Kavar Capital Partners Group
Kansas
$2.41M +$10.7K +37 +0.4%
OP
1473
ORG Partners
Indiana
$2.4M +$797K +2,744 +46%
ECM
1474
EagleClaw Capital Management
Massachusetts
$2.4M +$174K +600 +7%
CAC
1475
Certified Advisory Corp
Florida
$2.4M -$58.1K -200 -2%
57 58
59
60 61