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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1876
BigSur Wealth Management
Florida
$1.28M +$174K +600 +15%
OWM
1877
Orgel Wealth Management
Wisconsin
$1.28M -$328K -1,130 -20%
TCBWMS
1878
Texas Capital Bank Wealth Management Services
Texas
$1.28M – – –
ABTD
1879
Arvest Bank Trust Division
Oklahoma
$1.28M -$20.6K -71 -2%
IFWM
1880
Institute for Wealth Management
Colorado
$1.28M +$1.1M +3,781 +439%
PCG
1881
Prosperity Consulting Group
Maryland
$1.27M -$98.5K -339 -7%
FWM
1882
Focused Wealth Management
New York
$1.27M -$120K -412 -8%
SWC
1883
Spectrum Wealth Counsel
Indiana
$1.27M +$36.6K +126 +3%
AA
1884
ArborFi Advisors
Michigan
$1.27M -$1.74K -6 -0.1%
BWM
1885
Benchmark Wealth Management
Connecticut
$1.26M +$3.2K +11 +0.2%
CIAS
1886
CFS Investment Advisory Services
New Jersey
$1.26M +$22.1K +76 +2%
CC
1887
Callan Capital
California
$1.26M +$854K +2,941 +181%
EL
1888
EQ LLC
Washington
$1.26M -$4.94K -17 -0.4%
RG
1889
Rathbones Group
United Kingdom
$1.25M -$2.9K -10 -0.2%
AWA
1890
Amplius Wealth Advisors
Pennsylvania
$1.25M +$1.16K +4 +0.1%
CCMI
1891
Creative Capital Management Investments
California
$1.25M +$51.4K +177 +4%
NQWM
1892
Northwest Quadrant Wealth Management
Oregon
$1.24M -$210K -722 -14%
CWM
1893
Concentrum Wealth Management
California
$1.24M +$17.4K +60 +1%
NRWA
1894
North Ridge Wealth Advisors
Oregon
$1.24M -$52.9K -182 -4%
ODFS
1895
O'Donnell Financial Services
California
$1.23M +$83.4K +287 +7%
AUB
1896
Atlantic Union Bankshares
Virginia
$1.23M +$71.8K +247 +6%
RF
1897
Robinswood Financial
Washington
$1.23M -$19.5K -67 -1%
FFL
1898
Financial Freedom LLC
Ohio
$1.23M +$2.9K +10 +0.2%
WDG
1899
Wealth Dimensions Group
Ohio
$1.23M +$52K +179 +4%
BP
1900
BCK Partners
New York
$1.23M -$7.84K -27 -0.6%
74 75
76
77 78