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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1651
Advisor OS
Illinois
$605K +$610K +3,167 New
WCFA
1652
Walkner Condon Financial Advisors
Wisconsin
$605K +$23.9K +124 +4%
RFA
1653
Register Financial Advisors
Georgia
$602K +$607K +3,148 New
AWM
1654
Accel Wealth Management
Iowa
$602K -$76.9K -399 -11%
TI
1655
tru Independence
Oregon
$601K -$105K -543 -15%
CCA
1656
Checchi Capital Advisers
California
$599K +$24.7K +128 +4%
GWWM
1657
Great Waters Wealth Management
Minnesota
$599K +$574K +2,979 New
CNFG
1658
Creegan & Nassoura Financial Group
New Hampshire
$599K +$1.16K +6 +0.2%
CWP
1659
Curated Wealth Partners
California
$593K – – –
EWMCB
1660
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$593K +$597K +3,100 New
FM
1661
Family Management
New York
$593K +$32.2K +167 +6%
BMM
1662
Buffington Mohr McNeal
Idaho
$592K +$193 +1 +0%
WP
1663
WealthShield Partners
North Carolina
$589K -$73.4K -381 -11%
SAA
1664
Southeast Asset Advisors
Georgia
$588K -$63K -327 -10%
PWA
1665
Pillar Wealth Advisors
Pennsylvania
$587K +$592K +3,071 New
CWM
1666
Curi Wealth Management
North Carolina
$587K +$81.3K +422 +16%
TAM
1667
Tucker Asset Management
Colorado
$585K -$33.1K -172 -5%
BC
1668
Burney Company
Virginia
$584K +$9.64K +50 +2%
TCM
1669
Tandem Capital Management
New Jersey
$579K +$5.78K +30 +1%
LIM
1670
Loudon Investment Management
New Hampshire
$578K +$92.5K +480 +19%
IA
1671
IFG Advisors
Missouri
$578K +$243K +1,263 +72%
PWP
1672
Perfromance Wealth Partners
Illinois
$577K -$29.5K -153 -5%
ACM
1673
Alpha Capital Management
Texas
$575K +$4.43K +23 +0.8%
AAIM
1674
Asset Advisors Investment Management
Georgia
$575K – – –
BSI
1675
Bennett Selby Investments
Maine
$574K – – –
65 66
67
68 69