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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
1576
BancFirst Trust & Investment Management
Oklahoma
$700K +$684K +2,899 New
CCM
1577
Consolidated Capital Management
California
$697K – – –
CIA
1578
Caerus Investment Advisors
Texas
$695K +$680K +2,880 New
PCM
1579
Pointe Capital Management
Michigan
$694K +$4.25K +18 +0.6%
AA
1580
Alesco Advisors
New York
$693K – – –
WB
1581
West Bancorporation
Iowa
$693K +$677K +2,869 New
FCFS
1582
First Command Financial Services
Texas
$691K -$729K -3,087 -52%
CSPAM
1583
Cary Street Partners Asset Management
Virginia
$691K – – –
LWMM
1584
Legacy Wealth Management (Mississippi)
Mississippi
$690K -$18.2K -77 -3%
WGCA
1585
Wolf Group Capital Advisors
Virginia
$690K +$440K +1,864 +188%
CF
1586
Centaurus Financial
California
$689K +$266K +1,125 +65%
PWMG
1587
Provence Wealth Management Group
California
$689K +$674K +2,853 New
SSWG
1588
Seven Springs Wealth Group
Tennessee
$686K – – –
RPGK
1589
Retirement Planning Group (Kansas)
Kansas
$685K -$8.03K -34 -1%
WDG
1590
Wealth Dimensions Group
Ohio
$682K -$3.31K -14 -0.5%
FBC
1591
Fairfield, Bush & Co
Connecticut
$680K – – –
BWM
1592
Birchcreek Wealth Management
Ohio
$679K -$26K -110 -4%
BONH
1593
Bank of New Hampshire
New Hampshire
$676K -$274K -1,160 -29%
GCA
1594
Greenwood Capital Associates
South Carolina
$672K – – –
BFM
1595
Boston Financial Management
Massachusetts
$671K -$51.9K -220 -7%
BCM
1596
Brookmont Capital Management
Texas
$671K – – –
GAM
1597
Gould Asset Management
California
$670K +$351K +1,485 +115%
SCA
1598
Sandy Cove Advisors
Massachusetts
$665K +$650K +2,753 New
CWM
1599
Calamos Wealth Management
Illinois
$663K – – –
CA
1600
Crewe Advisors
Utah
$663K +$11.6K +49 +2%
62 63
64
65 66