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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1676
Waterfront Wealth
Kansas
$268K +$26.5K +122 +11%
CCP
1677
Clarkston Capital Partners
Michigan
$267K -$76K -350 -23%
HWA
1678
Hillcrest Wealth Advisors
New Jersey
$267K – – –
CWM
1679
Concentrum Wealth Management
California
$264K – – –
SKK
1680
Shepherd Kaplan Krochuk
Massachusetts
$264K +$40.1K +185 +19%
JSL
1681
JT Stratford LLC
Georgia
$262K -$434 -2 -0.2%
MI
1682
Mercer Investments
Massachusetts
$262K +$255K +1,177 New
RTC
1683
Riverview Trust Company
Washington
$260K – – –
CAM
1684
Carret Asset Management
New York
$260K +$217 +1 +0.1%
PP
1685
Palladium Partners
Virginia
$260K +$8.68K +40 +4%
LI
1686
LVZ Inc
Michigan
$258K – – –
RIS
1687
Retirement Income Solutions
Michigan
$258K – – –
SIM
1688
Sadoff Investment Management
Wisconsin
$258K +$13K +60 +5%
CCA
1689
Cadent Capital Advisors
Oklahoma
$258K +$32.8K +151 +15%
VCM
1690
Virtue Capital Management
Tennessee
$255K -$10.2K -47 -4%
DA
1691
Detalus Advisors
Missouri
$255K -$8.68K -40 -3%
EBT
1692
Enterprise Bank & Trust
Massachusetts
$254K +$868 +4 +0.4%
IAP
1693
Indie Asset Partners
Indiana
$253K – – –
GWCM
1694
Godshalk Welsh Capital Management
Pennsylvania
$251K – – –
FC
1695
Fusion Capital
South Carolina
$251K +$7.16K +33 +3%
YU
1696
Yale University
Connecticut
$250K +$243K +1,121 New
JCM
1697
Jacobsen Capital Management
Utah
$249K – – –
MPW
1698
MA Private Wealth
California
$249K – – –
IFWM
1699
Institute for Wealth Management
Colorado
$249K +$22.8K +105 +10%
TC
1700
TownSquare Capital
Utah
$249K +$240K +1,108 New
66 67
68
69 70