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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1501
Park Avenue Securities
New York
– -$44.3M -271,015 Closed
TIM
1502
Total Investment Management
Arizona
– -$35M -213,848 Closed
AWM
1503
Aberdeen Wealth Management
Illinois
– -$21M -128,590 Closed
AI
1504
Atria Investments
North Carolina
– -$18.3M -111,702 Closed
HA
1505
HC Advisors
Georgia
– -$18M -110,076 Closed
RCG
1506
Rock Creek Group
District of Columbia
– -$6.13M -76,915 Closed
MWM
1507
Moulton Wealth Management
Washington
– -$7.67M -46,766 Closed
IFA
1508
Interactive Financial Advisors
Illinois
– -$7.63M -46,604 Closed
ACM
1509
Ashford Capital Management
Delaware
– -$6.46M -39,508 Closed
MWA
1510
MFA Wealth Advisors
Pennsylvania
– -$5.53M -33,795 Closed
MWP
1511
MYCIO Wealth Partners
Pennsylvania
– -$5.33M -32,608 Closed
C
1512
Clearshares
New York
– -$5.3M -32,387 Closed
CIA
1513
CSat Investment Advisory
Michigan
– -$4.15M -25,350 Closed
FS
1514
Ferguson Shapiro
Georgia
– -$3.73M -22,765 Closed
CMO
1515
Covenant Multifamily Offices
Texas
– -$303K -21,634 Closed
RIA
1516
Regal Investment Advisors
Michigan
– -$3.44M -21,008 Closed
TWA
1517
Tillar-Wenstrup Advisors
Ohio
– -$3.15M -19,242 Closed
RPG
1518
Resource Planning Group
Georgia
– -$2.35M -14,332 Closed
IFWM
1519
Institute for Wealth Management
Colorado
– -$1.75M -10,715 Closed
IWA
1520
IBEX Wealth Advisors
New Jersey
– -$1.74M -10,652 Closed
CAM
1521
Concorde Asset Management
Michigan
– -$1.44M -8,821 Closed
CSPIA
1522
Cary Street Partners Investment Advisory
Virginia
– -$1.44M -8,772 Closed
DHFB
1523
Dixon Hubard Feinour & Brown
Virginia
– -$1.43M -8,727 Closed
OMC
1524
Old Mission Capital
Illinois
– -$1.34M -8,201 Closed
EP
1525
Edgestream Partners
New Jersey
– -$1.31M -8,007 Closed
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