VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Accel Wealth Management
Iowa
$674K -$1.4K -7 -0.2%
SWP
1477
Summit Wealth Partners
Florida
$666K +$38.3K +192 +5%
PCM
1478
Parsons Capital Management
Rhode Island
$666K +$23.1K +116 +3%
CWR
1479
Chico Wealth RIA
California
$665K -$1.4K -7 -0.2%
BCM
1480
Bourgeon Capital Management
Connecticut
$664K – – –
TI
1481
tru Independence
Oregon
$662K -$34.5K -173 -4%
WPP
1482
Whalerock Point Partners
Rhode Island
$661K -$31.9K -160 -4%
GC
1483
Grimes & Company
Massachusetts
$658K +$15.3K +77 +2%
WLPWM
1484
Walled Lake Planning & Wealth Management
Illinois
$655K -$76.7K -385 -10%
RCM
1485
Regency Capital Management
Hawaii
$653K -$44K -221 -6%
CWA
1486
Cornerstone Wealth Advisors
Minnesota
$653K – – –
MWM
1487
Marion Wealth Management
Pennsylvania
$652K +$2.79K +14 +0.4%
ECM
1488
EagleClaw Capital Management
Massachusetts
$652K +$239K +1,200 +49%
CCG
1489
Chatham Capital Group
Georgia
$651K -$199 -1 -0%
OC
1490
Oakworth Capital
Alabama
$651K – – –
HCM
1491
HM Capital Management
Missouri
$649K – – –
ATFA
1492
All Terrain Financial Advisors
Minnesota
$648K +$199 +1 +0%
VFG
1493
V2 Financial group
Illinois
$646K – – –
F4L
1494
Fortune 45 LLC
Louisiana
$646K -$164K -823 -19%
CAAM
1495
Cornerstone Advisors Asset Management
Pennsylvania
$646K – – –
CW
1496
Cook Wealth
North Carolina
$644K +$1.99K +10 +0.3%
BST
1497
Bath Savings Trust
Maine
$643K +$11.4K +57 +2%
CPSAC
1498
Chas P. Smith & Associates (CPS)
Florida
$642K – – –
FSC
1499
Full Sail Capital
Oklahoma
$638K -$430K -2,159 -38%
FPGK
1500
Financial Partners Group (Kansas)
Kansas
$634K -$231K -1,161 -25%
58 59
60
61 62