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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1476
Personal CFO Solutions
New Jersey
$904K +$506K +2,628 +149%
CA
1477
Cornerstone Advisory
Maryland
$900K +$488K +2,531 +116%
JWM
1478
Jeppson Wealth Management
California
$894K -$125K -647 -12%
IFS
1479
Ifrah Financial Services
Arkansas
$894K +$18.5K +96 +2%
VDBMI
1480
Van Den Berg Management I
Texas
$891K -$14.6K -76 -2%
VCA
1481
Verdence Capital Advisors
Maryland
$891K +$153K +793 +20%
CAM
1482
Covenant Asset Management
New Jersey
$891K – – –
SAM
1483
Summit Asset Management
Tennessee
$890K -$24.3K -126 -3%
ZCA
1484
Zeke Capital Advisors
Pennsylvania
$887K – – –
LFA
1485
LGT Financial Advisors
Texas
$886K +$893K +4,633 New
VIM
1486
Vista Investment Management
Pennsylvania
$885K +$578 +3 +0.1%
EL
1487
EQ LLC
Washington
$884K -$1.16K -6 -0.1%
CWM
1488
Cahaba Wealth Management
Georgia
$882K +$45.9K +238 +5%
SWP
1489
Summit Wealth Partners
Florida
$880K +$172K +893 +24%
FBB
1490
Fulton Breakefield Broenniman
Maryland
$880K -$27.6K -143 -3%
KFSC
1491
Keystone Financial Services (Colorado)
Colorado
$879K +$26.4K +137 +3%
SAM
1492
SP Asset Management
California
$877K -$26.6K -138 -3%
WW
1493
Westshore Wealth
California
$877K +$1.73K +9 +0.2%
TSW
1494
Thompson Siegel & Walmsley
Virginia
$877K -$32.4K -168 -4%
SC
1495
Scotia Capital
Ontario, Canada
$876K +$32.6K +169 +4%
EFG
1496
Ethos Financial Group
Pennsylvania
$876K +$883K +4,583 New
KCFA
1497
Key Client Fiduciary Advisors
New Jersey
$876K -$139K -720 -14%
CF
1498
Centaurus Financial
California
$872K -$668K -3,468 -43%
MIM
1499
Moseley Investment Management
Florida
$870K +$71.9K +373 +9%
AF
1500
Aldebaran Financial
$868K -$10K -52 -1%
58 59
60
61 62