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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
2476
Cannon Wealth Management Services
North Carolina
$518K -$154K -529 -23%
FGG
2477
Financial Guidance Group
Florida
$517K – – –
EFP
2478
Elser Financial Planning
Indiana
$517K +$36.5K +125 +8%
FPGK
2479
Financial Partners Group (Kansas)
Kansas
$516K +$875 +3 +0.2%
CCA
2480
Coign Capital Advisors
Utah
$515K +$518K +1,776 New
FAG
2481
Fortitude Advisory Group
Washington
$515K -$86.4K -296 -14%
RBFC
2482
Roman Butler Fullerton & Co
Missouri
$514K -$38.5K -132 -7%
TFA
2483
Tobias Financial Advisors
Florida
$511K +$85.8K +294 +20%
YWM
2484
Yardley Wealth Management
Pennsylvania
$508K – – –
USWIA
2485
UP Strategic Wealth Investment Advisors
Pennsylvania
$507K -$125K -428 -20%
OCM
2486
Orion Capital Management
California
$506K +$153K +526 +43%
MKC
2487
M. Kraus & Co
Vermont
$505K +$509K +1,744 New
VWS
2488
Virtus Wealth Solutions
New Jersey
$504K +$507K +1,737 New
EIP
2489
Ellis Investment Partners
Pennsylvania
$503K +$17.8K +61 +4%
OWA
2490
Oak Wealth Advisors
Illinois
$503K +$506K +1,734 New
GFWA
2491
Grey Fox Wealth Advisors
Delaware
$502K -$17.2K -59 -3%
FC
2492
Fusion Capital
South Carolina
$497K +$45.2K +155 +10%
MCP
2493
Mirador Capital Partners
California
$497K +$8.17K +28 +2%
SPWM
2494
Spartan Planning & Wealth Management
North Carolina
$496K +$500K +1,712 New
ICCON
2495
Investment Counsel Company of Nevada
Nevada
$495K +$498K +1,706 New
BBW
2496
Blue Barn Wealth
Utah
$494K -$62.4K -214 -11%
PCM
2497
Payne Capital Management
New York
$494K +$497K +1,705 New
HA
2498
HC Advisors
Georgia
$493K – – –
TCOO
2499
Trust Company of Oklahoma
Oklahoma
$491K – – –
CA
2500
Crane Advisory
California
$491K – – –
98 99
100
101 102