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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
2476
Causey Wealth LLC
Colorado
$920K +$5.72K +16 +0.6%
TLFA
2477
True Link Financial Advisors
California
$920K +$6.44K +18 +0.7%
DLCIG
2478
D.L. Carlson Investment Group
New Hampshire
$920K +$37.9K +106 +4%
HWM
2479
HighMark Wealth Management
Minnesota
$919K +$2.5K +7 +0.3%
CWR
2480
Chico Wealth RIA
California
$918K -$19K -53 -2%
FIC
2481
Family Investment Center
Missouri
$917K -$5.01K -14 -0.6%
NB
2482
Northwest Bancshares
Pennsylvania
$914K -$3.22K -9 -0.4%
PSCM
2483
Per Stirling Capital Management
Texas
$912K +$54.7K +153 +7%
MQWP
2484
Morey & Quinn Wealth Partners
Nebraska
$908K +$77.9K +218 +10%
WFA
2485
WestHill Financial Advisors
California
$908K -$9.3K -26 -1%
CRI
2486
Colonial River Investments
Virginia
$908K -$119K -332 -12%
GCM
2487
Gambit Capital Management
Tennessee
$907K -$10.7K -30 -1%
NL
2488
NorthAvenue LLC
Ohio
$905K +$560K +1,567 +178%
CCM
2489
Cohen Capital Management
California
$905K – – –
MIC
2490
Meridian Investment Counsel
California
$904K – – –
MAV
2491
Mason & Associates (Virginia)
Virginia
$904K +$194K +542 +29%
VDBMI
2492
Van Den Berg Management I
Texas
$903K -$70.8K -198 -8%
PC
2493
Permanens Capital
New York
$903K +$872K +2,439 New
ABWM
2494
Alpine Bank Wealth Management
Colorado
$901K +$870K +2,434 New
NBWM
2495
North Berkeley Wealth Management
California
$901K +$358 +1 +0%
V
2496
ViaWealth
Kansas
$898K +$31.8K +89 +4%
DDC
2497
DF Dent & Co
Maryland
$897K +$39.3K +110 +5%
LW
2498
Lauer Wealth
Indiana
$897K +$1.43K +4 +0.2%
MF
2499
Manchester Financial
California
$896K -$358 -1 -0%
PFA
2500
Petra Financial Advisors
Colorado
$895K +$1.43K +4 +0.2%
98 99
100
101 102