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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
2126
Conrad Siegel Investment Advisors
Pennsylvania
$545K +$197K +760 +60%
FA
2127
Fiduciary Alliance
South Carolina
$544K -$40.6K -157 -7%
VIP
2128
Vantage Investment Partners
Missouri
$544K – – –
PTP
2129
Platform Technology Partners
New York
$544K +$526K +2,033 New
GCAC
2130
Guardian Capital Advisors (Canada)
Ontario, Canada
$543K – – –
DWM
2131
Dopkins Wealth Management
New York
$543K – – –
ITIM
2132
Indiana Trust & Investment Management
Indiana
$543K – – –
WC
2133
Whitney & Co
New York
$542K -$5.18K -20 -1%
FM
2134
Family Management
New York
$541K – – –
IWMA
2135
Ironwood Wealth Management (Arizona)
Arizona
$539K -$156K -601 -23%
PWM
2136
Penobscot Wealth Management
Maine
$539K -$102K -393 -17%
GA
2137
Goldstein Advisors
Wisconsin
$539K -$28.2K -109 -5%
FP
2138
Fiduciary Planning
Florida
$539K +$521K +2,014 New
WAG
2139
Wheelhouse Advisory Group
Missouri
$537K +$40.1K +155 +8%
RFO
2140
RiverGlades Family Offices
Florida
$536K +$49.2K +190 +10%
FAG
2141
Fortitude Advisory Group
Washington
$536K +$99.6K +385 +24%
IA
2142
Insight Advisors
Pennsylvania
$536K +$14.8K +57 +3%
CP
2143
Capital Planning
Washington
$535K – – –
MKC
2144
M. Kraus & Co
Vermont
$533K – – –
DAM
2145
Deltec Asset Management
New York
$530K – – –
GFA
2146
Gallagher Fiduciary Advisors
Illinois
$530K -$29.8K -115 -5%
UFA
2147
US Financial Advisors
Massachusetts
$528K +$511K +1,974 New
LIA
2148
LBMC Investment Advisors
Tennessee
$528K +$260K +1,003 +103%
SWA
2149
SOA Wealth Advisors
New York
$527K +$10.4K +40 +2%
LWM
2150
Lyell Wealth Management
California
$527K -$1.81K -7 -0.4%
84 85
86
87 88