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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$68M +$1.41M +5,970 +2%
CPWMP
177
Cardinal Point Wealth Management Partners
California
$67.2M +$65.7M +278,327 New
DADC
178
D.A. Davidson & Co
Montana
$67.2M +$9.96M +42,193 +18%
LW
179
Linscomb Wealth
Texas
$66.9M -$578K -2,449 -0.9%
AWM
180
AE Wealth Management
Kansas
$66.8M +$8.18M +34,638 +14%
LSAG
181
Lake Street Advisors Group
New Hampshire
$66.2M +$64.7M +273,999 New
SC
182
Savant Capital
Illinois
$65.8M +$2.69M +11,387 +4%
BEAM
183
Baker Ellis Asset Management
Washington
$64.5M -$319K -1,351 -0.5%
FQ
184
First Quadrant
California
$64.5M -$2.5M -10,595 -4%
CI
185
Cigna Investments
Connecticut
$64.5M +$63M +266,954 New
SA
186
Sunesis Advisors
Kansas
$64.3M -$340K -1,439 -0.5%
CSIA
187
Carl Stuart Investment Advisor
Texas
$63.7M +$62.3M +263,844 New
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$62.8M -$371K -1,572 -0.6%
VM
189
VPR Management
Texas
$62.1M – – –
ANTB
190
AMG National Trust Bank
Colorado
$61.5M +$336K +1,422 +0.6%
PAS
191
Park Avenue Securities
New York
$60.6M +$320K +1,357 +0.5%
BJL
192
Brighton Jones LLC
Washington
$60.5M -$1.96M -8,311 -3%
NEWAS
193
N.E.W. Advisory Services
Wisconsin
$59.1M +$8.65M +36,637 +18%
ASW
194
Astoria Strategic Wealth
Texas
$58.6M +$1.56M +6,612 +3%
OPWM
195
Oakwell Private Wealth Management
Texas
$57.6M +$2.21M +9,356 +4%
SP
196
Symmetry Partners
Connecticut
$56.9M +$4.02M +17,024 +8%
FWM
197
FFT Wealth Management
Pennsylvania
$56.9M +$2.26M +9,569 +4%
HTC
198
Haverford Trust Company
Pennsylvania
$56.6M +$1.54M +6,512 +3%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$56.2M +$960K +4,068 +2%
SWM
200
Segment Wealth Management
Texas
$55.8M +$1.36M +5,777 +3%
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