We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1701
Defined Wealth Management
Oregon
$416K +$47.7K +232 +12%
SAMC
1702
Spectrum Asset Management (California)
California
$415K -$283K -1,375 -38%
CCA
1703
Clearwater Capital Advisors
Illinois
$414K -$822 -4 -0.2%
OIA
1704
Optimum Investment Advisors
Illinois
$413K – – –
RF
1705
Rollins Financial
Georgia
$413K +$205 +1 +0%
OWM
1706
Orgel Wealth Management
Wisconsin
$411K -$61K -297 -12%
PFP
1707
Paragon Financial Partners
California
$411K -$10.1K -49 -2%
LWM
1708
Lyell Wealth Management
California
$409K +$77K +375 +21%
HWM
1709
Horizons Wealth Management
North Carolina
$409K +$391K +1,905 New
PWM
1710
Palumbo Wealth Management
New York
$408K +$157K +766 +55%
LIM
1711
Loudon Investment Management
New Hampshire
$407K +$30.8K +150 +7%
FAG
1712
Financial Advisory Group
Texas
$403K -$31.4K -153 -7%
FA
1713
FDx Advisors
Illinois
$403K +$205 +1 +0%
FWM
1714
Foresight Wealth Management
Utah
$402K +$31.2K +152 +8%
BHIA
1715
Birch Hill Investment Advisors
Massachusetts
$400K -$38.2K -186 -8%
MF
1716
Manchester Financial
California
$400K +$28.8K +140 +7%
TL
1717
Tradewinds LLC
North Carolina
$400K +$436K +2,120 New
CA
1718
Cornerstone Advisory
Maryland
$398K -$292K -1,420 -40%
MKA
1719
M. Kulyk & Associates
Georgia
$398K +$197K +958 +83%
OFG
1720
Orcam Financial Group
California
$397K +$205 +1 +0%
CSPAM
1721
Cary Street Partners Asset Management
Virginia
$396K -$105K -510 -20%
GIA
1722
GHP Investment Advisors
Colorado
$395K – – –
I
1723
INVST
Indiana
$395K +$25.1K +122 +7%
LG
1724
LaFleur & Godfrey
Michigan
$393K -$37.4K -182 -8%
LWM
1725
Ledge Wealth Management
Minnesota
$392K -$134K -650 -24%
67 68
69
70 71