We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Cambridge Associates
Massachusetts
$42.7M +$22.6M +123,566 +129%
ASW
177
Astoria Strategic Wealth
Texas
$42.4M +$549K +3,002 +1%
WFA
178
Wellspring Financial Advisors
Ohio
$42.2M -$1.81M -9,897 -4%
SFS
179
Sowell Financial Services
Arkansas
$42.2M +$918K +5,021 +2%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$41.9M +$890K +4,870 +2%
TC
181
Trilogy Capital
California
$41.8M -$2.12M -11,581 -5%
Bessemer Group
182
Bessemer Group
New Jersey
$41.4M +$3.24M +17,752 +9%
CC
183
Cypress Capital
Tennessee
$41M -$1.06M -5,781 -3%
EC
184
Estate Counselors
Wisconsin
$40.9M +$2.29M +12,540 +6%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$40.8M +$6.94M +37,994 +22%
SWM
186
Segment Wealth Management
Texas
$40.6M +$1.63M +8,904 +4%
JFGLC
187
Johnson Financial Group LLC (Colorado)
Colorado
$40.5M +$13.7M +74,708 +56%
BlackRock
188
BlackRock
New York
$39.9M +$3.17M +17,322 +9%
LGWM
189
Litman Gregory Wealth Management
California
$39.7M +$1.06M +5,816 +3%
BL
190
Balentine LLC
Georgia
$39.6M -$1.43M -7,825 -4%
LPT
191
Legacy Private Trust
Wisconsin
$39.6M +$308K +1,683 +0.8%
SP
192
Symmetry Partners
Connecticut
$39.1M +$282K +1,544 +0.8%
KWILP
193
Kiwi Wealth Investments Limited Partnership
New Zealand
$38.8M +$24M +131,092 +192%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$38.6M +$1.45M +7,946 +4%
CWM
195
Cedar Wealth Management
California
$38.4M +$150K +820 +0.4%
WP
196
WealthPLAN Partners
Nebraska
$38.4M +$1.56M +8,551 +5%
DADC
197
D.A. Davidson & Co
Montana
$37.5M +$1.37M +7,481 +4%
EPP
198
ETF Portfolio Partners
Kansas
$36.7M +$519K +2,842 +2%
SHWM
199
Smith & Howard Wealth Management
Georgia
$36.4M -$1.39M -7,624 -4%
PG
200
Proffitt & Goodson
Tennessee
$36.2M -$426K -2,330 -1%