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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2151
Crabel Capital Management
California
$595K -$13.6K -50 -2%
WF
2152
Welch & Forbes
Massachusetts
$593K +$321K +1,177 +128%
OIS
2153
Okabena Investment Services
Minnesota
$592K – – –
QIM
2154
Quest Investment Management
Oregon
$592K -$63.6K -233 -10%
CP
2155
Capital Planning
Washington
$590K +$24K +88 +4%
RWPA
2156
Richard W. Paul & Associates
Michigan
$589K – – –
LCGC
2157
Legacy Capital Group California
California
$589K -$5.73K -21 -1%
NW
2158
Naviter Wealth
Arkansas
$587K +$564K +2,067 New
CGFA
2159
Colton Groome Financial Advisors
North Carolina
$587K – – –
FAG
2160
Fortitude Advisory Group
Washington
$587K +$18.3K +67 +3%
CPC
2161
Consolidated Planning Corp
Georgia
$586K -$52.4K -192 -8%
FSWA
2162
Financial Synergies Wealth Advisors
Texas
$585K -$60K -220 -10%
EFG
2163
Elios Financial Group
Ohio
$584K +$562K +2,061 New
RCYC
2164
Richard C. Young & Co
Rhode Island
$583K +$69K +253 +14%
SIMG
2165
Sonora Investment Management Group
Arizona
$582K -$2.06M -7,547 -79%
BTWM
2166
Baker Tilly Wealth Management
Wisconsin
$580K +$75.3K +276 +16%
OPW
2167
Oxler Private Wealth
New York
$580K +$559K +2,049 New
SWM
2168
Salvus Wealth Management
New Jersey
$580K -$110K -403 -16%
BEW
2169
Burton Enright Welch
California
$580K -$12.5K -46 -2%
AA
2170
Addison Advisors
Vermont
$579K +$159K +582 +40%
CSIA
2171
Conrad Siegel Investment Advisors
Pennsylvania
$579K +$2.46K +9 +0.4%
AA
2172
Aufman Associates
Pennsylvania
$578K -$7.09K -26 -1%
DCM
2173
DGS Capital Management
New Jersey
$577K +$28.4K +104 +5%
AA
2174
Apriem Advisors
California
$577K -$5.18K -19 -0.9%
4WM
2175
4J Wealth Management
Virginia
$576K -$39.3K -144 -7%
85 86
87
88 89