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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
201
Sullivan, Bruyette, Speros & Blaney
Virginia
$20.3M +$954K +6,168 +4%
FFG
202
Ford Financial Group
California
$20.2M -$78.9K -510 -0.3%
AIM
203
Allen Investment Management
New York
$20.2M +$729K +4,712 +3%
AC
204
Apella Capital
Connecticut
$19.7M +$23.7M +152,953 New
WAG
205
Winthrop Advisory Group
Massachusetts
$19.6M +$22.6M +146,240 +2,506%
NSAM
206
North Star Asset Management
Wisconsin
$19.5M +$1.68M +10,880 +8%
OFW
207
Omnia Family Wealth
Florida
$19.2M -$21.9M -141,552 -49%
NFC
208
Northeast Financial Consultants
Connecticut
$19.1M -$130K -840 -0.6%
GPWA
209
Great Point Wealth Advisors
Massachusetts
$18.6M +$1.1M +7,120 +5%
GDP
210
Great Diamond Partners
Maine
$18.5M +$1.44M +9,326 +7%
K
211
Kemper
Illinois
$18.4M – – –
PA
212
Pinnacle Associates
New York
$18.4M +$14.6M +94,243 +194%
IC
213
Iconiq Capital
California
$18.3M +$82.1K +531 +0.4%
VIP
214
Viewpoint Investment Partners
Alberta, Canada
$18.3M +$3.01M +19,469 +16%
RPWA
215
Regent Peak Wealth Advisors
Georgia
$18.3M +$2.67M +17,239 +14%
FCI
216
Financial Counselors Inc
Kansas
$18.1M -$407K -2,630 -2%
ECG
217
EPIQ Capital Group
California
$18M +$59.8K +387 +0.3%
HCA
218
Heck Capital Advisors
Wisconsin
$18M +$1.51M +9,779 +8%
EWA
219
EP Wealth Advisors
California
$17.8M -$1.78M -11,543 -8%
PFM
220
Peak Financial Management
Massachusetts
$17.6M -$994K -6,428 -4%
ASW
221
Astoria Strategic Wealth
Texas
$17.5M +$7.16M +46,337 +52%
EH
222
Equitable Holdings
New York
$17.5M -$5.07M -32,788 -19%
SWM
223
Segment Wealth Management
Texas
$17.2M -$841K -5,436 -4%
PFA
224
Pure Financial Advisors
California
$17.1M +$5.59M +36,138 +37%
SFC
225
SYM Financial Corp
Indiana
$16.9M -$5.65M -36,561 -22%
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