We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
Core Wealth Management
Florida
$572K -$29.2K -100 -5%
WCA
2402
Westover Capital Advisors
Delaware
$570K +$72.9K +250 +15%
LWM
2403
Lyell Wealth Management
California
$569K -$1.75K -6 -0.3%
NP
2404
Nilsine Partners
Colorado
$569K +$259K +887 +83%
SIM
2405
Sterling Investment Management
Arizona
$568K – – –
PWM
2406
Penobscot Wealth Management
Maine
$566K -$50.5K -173 -8%
MM
2407
Meridian Management
Arkansas
$565K -$49.9K -171 -8%
RCWM
2408
Red Crane Wealth Management
California
$565K +$569K +1,951 New
WG
2409
Welch Group
Alabama
$565K -$8.17K -28 -1%
FCM
2410
Fortis Capital Management
Washington
$564K -$7.29K -25 -1%
SIM
2411
Strategic Investment Management
Virginia
$562K +$566K +1,940 New
MPW
2412
Melone Private Wealth
Michigan
$562K – – –
FAT
2413
First American Trust
California
$560K +$30.3K +104 +6%
RIA
2414
Retirement Investment Advisors
Oklahoma
$559K – – –
WCWM
2415
Willow Creek Wealth Management
California
$559K +$157K +538 +39%
S
2416
Sachetta
Massachusetts
$557K +$3.5K +12 +0.6%
CWM
2417
Chicago Wealth Management
Illinois
$557K -$1.17K -4 -0.2%
BTWM
2418
Baker Tilly Wealth Management
Wisconsin
$557K -$37.1K -127 -6%
FSWA
2419
Financial Synergies Wealth Advisors
Texas
$557K -$41.7K -143 -7%
FSA
2420
Financial Security Advisor
Virginia
$555K +$4.96K +17 +0.9%
CF
2421
Claris Financial
Virginia
$554K +$558K +1,911 New
PG
2422
Prostatis Group
Maryland
$553K +$188K +643 +51%
CCA
2423
Childress Capital Advisors
Texas
$553K -$9.92K -34 -2%
WH
2424
Whitcomb & Hess
Ohio
$552K – – –
PPW
2425
Pasadena Private Wealth
California
$552K +$31.5K +108 +6%
95 96
97
98 99