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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
1726
Davidson Trust Company
Washington
$1.89M – – –
MW
1727
Members Wealth
Pennsylvania
$1.89M +$1.81M +5,729 New
JWM
1728
JGP Wealth Management
Oregon
$1.88M -$137K -434 -7%
AWM
1729
Accredited Wealth Management
Kentucky
$1.87M -$1.51M -4,766 -83%
AIA
1730
Ally Invest Advisors
North Carolina
$1.87M +$316K +999 +21%
ES
1731
ETF Store
Kansas
$1.87M +$316 +1 +0%
FWM
1732
FSA Wealth Management
Massachusetts
$1.87M +$83.4K +264 +5%
WJWM
1733
Williams Jones Wealth Management
New York
$1.86M -$12.3K -39 -0.7%
DWM
1734
Daner Wealth Management
Georgia
$1.86M +$11.4K +36 +0.6%
OWA
1735
Outlook Wealth Advisors
Texas
$1.85M -$61.6K -195 -3%
B
1736
Birchbrook
Maine
$1.85M -$948 -3 -0.1%
MWS
1737
MFA Wealth Services
California
$1.85M -$15.2K -48 -0.8%
TNBTD
1738
Trustmark National Bank Trust Department
Mississippi
$1.85M -$2.21K -7 -0.1%
TBC
1739
Ted Buchan & Co
California
$1.85M +$1.78M +5,640 New
CWP
1740
Concord Wealth Partners
Virginia
$1.85M +$34.1K +108 +2%
CPW
1741
Catalyst Private Wealth
California
$1.85M +$632 +2 +0%
DWS
1742
Discipline Wealth Solutions
South Carolina
$1.85M +$424K +1,343 +31%
TVM
1743
True Vision MN
Minnesota
$1.84M +$45.5K +144 +3%
PL
1744
Parthenon LLC
Kentucky
$1.84M +$79.3K +251 +5%
AWP
1745
Ascent Wealth Partners
New York
$1.83M – – –
SF
1746
Strategent Financial
Virginia
$1.83M +$32.2K +102 +2%
EWA
1747
Etesian Wealth Advisors
Oregon
$1.83M -$78.7K -249 -4%
CCG
1748
Cypress Capital Group
Florida
$1.83M +$42K +133 +2%
NLP
1749
Next Level Private
New York
$1.83M -$26.2K -83 -1%
NIM
1750
Northeast Investment Management
Massachusetts
$1.82M +$110K +348 +7%
68 69
70
71 72