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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1626
Texas Capital Bank Wealth Management Services
Texas
$623K +$19.1K +81 +3%
CCA
1627
Checchi Capital Advisers
California
$622K +$2.83K +12 +0.5%
ACM
1628
Advance Capital Management
Michigan
$621K +$607K +2,570 New
PWW
1629
Pettyjohn Wood & White
Virginia
$618K +$8.73K +37 +1%
LRWA
1630
Long Run Wealth Advisors
New York
$618K +$604K +2,560 New
HCM
1631
HMS Capital Management
Tennessee
$617K – – –
AWG
1632
Altus Wealth Group
Colorado
$614K +$6.61K +28 +1%
RPSA
1633
Richard P. Slaughter Associates
Texas
$614K +$601K +2,547 New
HWA
1634
HCR Wealth Advisors
California
$612K – – –
MIM
1635
Moseley Investment Management
Florida
$612K +$24.3K +103 +4%
MWA
1636
Meridian Wealth Advisors
Texas
$611K +$9.68K +41 +2%
KCM
1637
Karp Capital Management
California
$610K -$530K -2,243 -47%
BAG
1638
Briggs Advisory Group
Rhode Island
$610K +$596K +2,526 New
EB
1639
Eastern Bank
Massachusetts
$609K +$175K +740 +42%
BHIA
1640
Birch Hill Investment Advisors
Massachusetts
$606K -$227K -960 -28%
ZIC
1641
ZWJ Investment Counsel
Georgia
$605K – – –
JAFL
1642
Jay A. Fishman Ltd
Michigan
$604K – – –
SW
1643
SlateStone Wealth
Florida
$597K – – –
RWP
1644
Ridgecrest Wealth Partners
California
$595K +$11.8K +50 +2%
GWA
1645
GGM Wealth Advisors
Maryland
$595K +$590K +2,500 New
PG
1646
Patten Group
Tennessee
$593K +$34.2K +145 +6%
AWM
1647
Aries Wealth Management
Maine
$593K +$42.3K +179 +8%
SG
1648
Stonnington Group
California
$592K +$15.3K +65 +3%
FCT
1649
First Community Trust
Iowa
$592K +$579K +2,451 New
BFM
1650
Boothbay Fund Management
New York
$591K +$577K +2,446 New
64 65
66
67 68