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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1501
Amplius Wealth Advisors
Pennsylvania
$961K +$443 +2 +0%
BFA
1502
Bill Few Associates
Pennsylvania
$961K -$93.9K -424 -9%
DWA
1503
Delap Wealth Advisory
Oregon
$960K +$1.99K +9 +0.2%
HW
1504
Hamilton Wealth
California
$960K -$29K -131 -3%
CAM
1505
Covenant Asset Management
New Jersey
$958K -$7.3K -33 -0.7%
WCAMG
1506
Woodard & Company Asset Management Group
North Carolina
$952K +$127K +572 +15%
GA
1507
Goldstein Advisors
Wisconsin
$951K -$207K -937 -17%
GWA
1508
Geometric Wealth Advisors
District of Columbia
$951K +$25K +113 +3%
RRA
1509
Round Rock Advisors
Connecticut
$949K +$443 +2 +0%
BWM
1510
BCS Wealth Management
Tennessee
$945K +$985K +4,451 New
DWM
1511
Defined Wealth Management
Oregon
$944K +$10.2K +46 +1%
KFS
1512
Kaizen Financial Strategies
California
$943K -$34.1K -154 -3%
CA
1513
Cornerstone Advisory
Maryland
$942K +$45.4K +205 +5%
ATC
1514
Adirondack Trust Company
New York
$942K – – –
NAS
1515
Nicolet Advisory Services
Wisconsin
$940K -$66.2K -299 -6%
SM
1516
Sensible Money
Arizona
$939K -$56.4K -255 -5%
SGI
1517
Summit Global Investments
Utah
$937K +$95.2K +430 +11%
CWM
1518
Concentrum Wealth Management
California
$937K – – –
FTC
1519
Farmers Trust Company
Ohio
$935K – – –
TL
1520
Tradewinds LLC
North Carolina
$935K +$57.6K +260 +6%
IFAM
1521
Institutional & Family Asset Management
Colorado
$934K +$221 +1 +0%
APC
1522
Aspire Private Capital
North Carolina
$933K -$109K -492 -10%
KTM
1523
Keeler Thomas Management
Utah
$931K -$19.9K -90 -2%
BOPW
1524
Brandywine Oak Private Wealth
Pennsylvania
$930K -$36.3K -164 -4%
CWM
1525
Cahaba Wealth Management
Georgia
$929K -$1.77K -8 -0.2%
59 60
61
62 63