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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2476
Swan Capital
Florida
$508K – – –
TIAM2
2477
Tru Independence Asset Management 2
Oregon
$508K +$537K +1,847 New
RFS
2478
Retirement Financial Solutions
Tennessee
$506K +$2.9K +10 +0.5%
IWB
2479
Innovative Wealth Building
Maryland
$506K -$80.8K -278 -13%
LC
2480
Legacy CG
Texas
$505K – – –
WG
2481
Welch Group
Alabama
$504K -$28.8K -99 -5%
WF
2482
Wayfinding Financial
Washington
$504K +$2.9K +10 +0.5%
JSC
2483
Jackson Square Capital
California
$504K +$112K +384 +27%
FOR
2484
Family Office Research
Maryland
$504K +$2.03K +7 +0.4%
BHPW
2485
Beverly Hills Private Wealth
California
$503K -$6.1K -21 -1%
AFM
2486
Aspetuck Financial Management
Connecticut
$503K – – –
SHF
2487
Safe Harbor Fiduciary
Florida
$502K -$7.53M -25,925 -93%
F8IS
2488
Figure 8 Investment Strategies
Idaho
$501K +$218K +750 +70%
HFRG
2489
Houlihan Financial Resource Group
Virginia
$501K – – –
SWP
2490
Significant Wealth Partners
Illinois
$500K -$6.1K -21 -1%
KFGG
2491
Keystone Financial Group (Georgia)
Georgia
$500K +$2.32K +8 +0.4%
CGFA
2492
Colton Groome Financial Advisors
North Carolina
$500K -$70.3K -242 -12%
MG
2493
McHugh Group
Ohio
$495K – – –
FGG
2494
Financial Guidance Group
Florida
$491K +$872 +3 +0.2%
EWA
2495
Encompass Wealth Advisors
Oregon
$490K +$30.5K +105 +6%
FPGK
2496
Financial Partners Group (Kansas)
Kansas
$490K – – –
CCA
2497
Coign Capital Advisors
Utah
$488K – – –
WA
2498
Waddell & Associates
Tennessee
$488K +$516K +1,775 New
EAM
2499
Empirical Asset Management
Massachusetts
$488K +$195K +671 +61%
ISFAN
2500
Investor's Fiduciary Advisor Network
Washington
$487K -$284K -978 -36%
98 99
100
101 102