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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1501
TopTier Wealth Management
Wisconsin
$3.63M +$42.2K +118 +1%
YIA
1502
YHB Investment Advisors
Connecticut
$3.63M -$336K -939 -9%
VWA
1503
Visionary Wealth Advisors
Illinois
$3.62M +$66.1K +185 +2%
AGP
1504
Aspire Growth Partners
Florida
$3.62M +$19K +53 +0.5%
FS
1505
Financial Symmetry
North Carolina
$3.61M -$4.65K -13 -0.1%
FWP
1506
Falcon Wealth Planning
California
$3.6M +$73.3K +205 +2%
TWP
1507
TFO Wealth Partners
Ohio
$3.59M +$116K +325 +3%
CWA
1508
Clarus Wealth Advisors
Arizona
$3.59M +$191K +534 +6%
SSW
1509
Stone Summit Wealth
Florida
$3.58M -$7.15K -20 -0.2%
AMG
1510
Advisors Management Group
Wisconsin
$3.55M -$17.9K -50 -0.5%
CFG
1511
Cornerstone Financial Group
Nebraska
$3.55M -$2.15K -6 -0.1%
EIA
1512
Eldridge Investment Advisors
New Hampshire
$3.55M +$412K +1,151 +14%
AWM
1513
Accurate Wealth Management
Florida
$3.53M +$325K +908 +11%
VFG
1514
Victory Financial Group
Texas
$3.52M -$419K -1,171 -11%
CAAM
1515
Cornerstone Advisors Asset Management
Pennsylvania
$3.52M -$623K -1,741 -15%
TIM
1516
Thompson Investment Management
Wisconsin
$3.52M – – –
TWA
1517
Tandem Wealth Advisors
Arizona
$3.51M -$190K -531 -5%
SFP
1518
Strategic Financial Partners
Oregon
$3.51M +$119K +334 +4%
SIP
1519
Sellwood Investment Partners
Oregon
$3.51M -$6.08K -17 -0.2%
IAS
1520
Investment Advisory Services
Texas
$3.49M +$358 +1 +0%
IFA
1521
Independence Financial Advisors
New Hampshire
$3.49M +$9.65K +27 +0.3%
PIA
1522
Pinion Investment Advisors
Kansas
$3.48M -$122K -341 -3%
BOPW
1523
Brandywine Oak Private Wealth
Pennsylvania
$3.48M -$99K -277 -3%
STB
1524
S&T Bank
Pennsylvania
$3.48M – – –
TWM
1525
TriaGen Wealth Management
California
$3.46M -$8.94K -25 -0.3%
59 60
61
62 63