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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
2476
Knightsbridge Asset Management
California
$774K +$336 +1 +0%
LWM
2477
Lakeridge Wealth Management
Ohio
$773K +$25.5K +76 +3%
JPWM
2478
Jamison Private Wealth Management
Georgia
$772K +$807K +2,405 New
LA
2479
Lifeworks Advisors
Michigan
$771K +$136K +405 +20%
BWP
2480
Barlow Wealth Partners
Kentucky
$770K – – –
WWP
2481
Wise Wealth Partners
Arizona
$767K +$63.4K +189 +9%
PTP
2482
Platform Technology Partners
New York
$766K +$82.5K +246 +11%
SEP
2483
Southland Equity Partners
Missouri
$766K +$1.01K +3 +0.1%
OPWM
2484
Oregon Pacific Wealth Management
Oregon
$766K -$34.6K -103 -4%
DLCIG
2485
D.L. Carlson Investment Group
New Hampshire
$763K +$10.1K +30 +1%
TPW
2486
Talon Private Wealth
Florida
$762K +$797K +2,374 New
ARA
2487
Approach Retirement Advisors
Alabama
$760K +$88.9K +265 +13%
OFA
2488
Oak Family Advisors
Illinois
$760K -$1.04M -3,109 -57%
ACA
2489
American Capital Advisory
Idaho
$758K – – –
DWM
2490
Dopkins Wealth Management
New York
$758K -$671 -2 -0.1%
WIM
2491
Waycross Investment Management
Washington
$757K – – –
CB
2492
Community Bank
New York
$755K +$151K +449 +24%
GF
2493
GTS Financial
Minnesota
$754K +$921K +2,744 New
SIA
2494
Stegner Investment Associates
Kentucky
$754K – – –
PWM
2495
Parkshore Wealth Management
California
$754K +$788K +2,349 New
DCM
2496
Donaldson Capital Management
Indiana
$753K +$318K +948 +68%
EFL
2497
ERn Financial LLC
Wisconsin
$752K +$124K +371 +19%
NPT
2498
Nixon Peabody Trust
Massachusetts
$752K – – –
NWM
2499
Nolet Wealth Management
Texas
$752K -$67.1K -200 -8%
CTI
2500
Community Trust & Investment
Kentucky
$751K +$525K +1,566 +202%
98 99
100
101 102