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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1551
Institute for Wealth Management
Colorado
$406K +$162K +709 +63%
TWM
1552
Tradition Wealth Management
Minnesota
$405K +$228 +1 +0.1%
CCFCSB
1553
Cape Cod Five Cents Savings Bank
Massachusetts
$401K -$29.9K -131 -7%
HIMC
1554
Heritage Investors Management Corp
Maryland
$401K -$6.16K -27 -1%
UFF
1555
USA Financial Formulas
Michigan
$400K +$82.5K +362 +25%
RB
1556
Renasant Bank
Mississippi
$399K +$410K +1,796 New
EB
1557
Eastern Bank
Massachusetts
$396K – – –
HWA
1558
HHM Wealth Advisors
Tennessee
$396K – – –
OAM
1559
Oppenheimer Asset Management
New York
$395K +$406K +1,779 New
FAN
1560
Financial Advisors Network
California
$393K – – –
FNT
1561
First National Trust
Pennsylvania
$390K -$95.5K -419 -19%
VC
1562
Vestor Capital
Illinois
$389K – – –
WJWM
1563
Williams Jones Wealth Management
New York
$385K +$684 +3 +0.2%
FFG
1564
Frisch Financial Group
New York
$384K -$31.7K -139 -7%
VC
1565
Veracity Capital
Georgia
$384K -$1.14K -5 -0.3%
TA
1566
TFG Advisers
Michigan
$384K +$912 +4 +0.2%
CF
1567
Centaurus Financial
California
$384K +$66.8K +293 +20%
ODG
1568
O'Dell Group
Ohio
$383K – – –
LJAC
1569
L.J. Altfest & Co
New York
$383K +$9.81K +43 +3%
SI
1570
SimpliFi Inc
California
$382K +$2.51K +11 +0.6%
CB
1571
Cadence Bank
Mississippi
$380K – – –
LDB
1572
Lee, Danner & Bass
Tennessee
$378K -$4.56K -20 -1%
AP
1573
Atwood & Palmer
Missouri
$378K – – –
PFBT
1574
Parkside Financial Bank & Trust
Missouri
$377K -$141K -619 -27%
TGAM
1575
TBH Global Asset Management
Tennessee
$373K +$1.82K +8 +0.5%
61 62
63
64 65