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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
201
EP Wealth Advisors
California
$24.4M -$5.9M -37,678 -20%
IAA
202
Independent Advisor Alliance
North Carolina
$24.4M +$22.9M +145,884 +4,788%
NFC
203
Northeast Financial Consultants
Connecticut
$24.4M – – –
WCWM
204
Wooster Corthell Wealth Management
Connecticut
$24M -$183K -1,166 -0.8%
VM
205
VPR Management
Texas
$23.9M – – –
PFM
206
Peak Financial Management
Massachusetts
$23.4M -$390K -2,491 -2%
FCI
207
Financial Counselors Inc
Kansas
$23.4M -$319K -2,036 -1%
IC
208
Iconiq Capital
California
$23.2M +$110K +700 +0.5%
NSAM
209
North Star Asset Management
Wisconsin
$22.9M -$97.1K -620 -0.4%
ECG
210
EPIQ Capital Group
California
$22.8M +$21.8M +139,300 New
SWM
211
Segment Wealth Management
Texas
$22.7M +$1.79M +11,445 +9%
WA
212
WBH Advisory
Maryland
$22.6M -$412K -2,631 -2%
GPWA
213
Great Point Wealth Advisors
Massachusetts
$22.5M +$911K +5,812 +4%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$22.2M +$132K +843 +0.6%
LPT
215
Legacy Private Trust
Wisconsin
$22.1M +$1.79M +11,400 +9%
GDP
216
Great Diamond Partners
Maine
$21.9M +$21M +134,102 New
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$21.7M +$6.97M +44,489 +50%
SC
218
Savant Capital
Illinois
$21.5M +$8.53M +54,457 +71%
JCM
219
Jacobi Capital Management
Pennsylvania
$21.4M -$257K -1,642 -1%
SW
220
SVB Wealth
Massachusetts
$21.3M +$824K +5,260 +4%
RCA
221
Rowland Carmichael Advisors
Arizona
$21.3M -$1.79M -11,428 -8%
HCA
222
Heck Capital Advisors
Wisconsin
$21.2M +$7.96M +50,785 +65%
DPIM
223
Duff & Phelps Investment Management
Illinois
$21M +$1.18M +7,500 +6%
AWM
224
Aberdeen Wealth Management
Illinois
$21M +$20.1M +128,590 New
WCM
225
Windham Capital Management
Massachusetts
$20.8M -$10.6M -67,930 -35%
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