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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1526
Cidel Asset Management
Ontario, Canada
$809K – – –
TVAMP
1527
Tennessee Valley Asset Management Partners
Tennessee
$805K +$47.4K +246 +6%
TCB
1528
Texas Capital Bancshares
Texas
$803K – – –
TNBTD
1529
Trustmark National Bank Trust Department
Mississippi
$803K +$230K +1,195 +40%
SRWM
1530
Shira Ridge Wealth Management
California
$803K +$809K +4,199 New
CPM
1531
Connective Portfolio Management
New York
$800K -$143K -740 -15%
BG
1532
Bollard Group
Massachusetts
$800K +$3.85K +20 +0.5%
CA
1533
Calton & Associates
Florida
$796K +$260K +1,351 +48%
TA
1534
TKG Advisors
Indiana
$795K +$801K +4,157 New
SFS
1535
Searcy Financial Services
Kansas
$794K +$5.2K +27 +0.7%
LFG
1536
Larson Financial Group
Missouri
$794K +$255K +1,323 +47%
LA
1537
Legacy Advisors
Pennsylvania
$793K – – –
RRA
1538
Round Rock Advisors
Connecticut
$789K +$16.8K +87 +2%
CFS
1539
CRA Financial Services
New Jersey
$788K -$116K -603 -13%
NCM
1540
NCM Capital Management
New Jersey
$786K – – –
CWS
1541
Confluence Wealth Services
Pennsylvania
$785K -$5.59K -29 -0.7%
BCM
1542
Boltwood Capital Management
California
$782K -$9.64K -50 -1%
SIMG
1543
Sonora Investment Management Group
Arizona
$780K +$488K +2,531 +164%
HAC
1544
Harbor Advisory Corp
New Hampshire
$779K – – –
BWM
1545
BigSur Wealth Management
Florida
$772K +$964 +5 +0.1%
BCM
1546
Bourgeon Capital Management
Connecticut
$772K +$65.3K +339 +9%
EA
1547
Evergreen Advisors
Tennessee
$770K -$8.29K -43 -1%
GWA
1548
Geometric Wealth Advisors
District of Columbia
$769K -$3.08K -16 -0.4%
HSG
1549
Helen Stephens Group
Texas
$766K -$72.5K -376 -9%
SSWG
1550
Seven Springs Wealth Group
Tennessee
$763K +$23.9K +124 +3%
60 61
62
63 64