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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
2501
Great Waters Wealth Management
Minnesota
$487K -$209K -721 -29%
RMF
2502
Red Mountain Financial
Colorado
$486K -$13.9K -48 -3%
OCM
2503
Orion Capital Management
California
$485K +$5.81K +20 +1%
ACM
2504
Arcataur Capital Management
Wisconsin
$485K +$26.4K +91 +5%
HBFP
2505
Henderson Brothers Financial Partners
Pennsylvania
$483K +$419K +1,441 New
CWMS
2506
Cannon Wealth Management Services
North Carolina
$482K – – –
YWM
2507
Yardley Wealth Management
Pennsylvania
$482K – – –
CPG
2508
Cornerstone Planning Group
New Jersey
$481K +$388K +1,336 +272%
ISWM
2509
Independent Solutions Wealth Management
New York
$481K +$508K +1,750 New
USWIA
2510
UP Strategic Wealth Investment Advisors
Pennsylvania
$481K – – –
VWS
2511
Virtus Wealth Solutions
New Jersey
$480K +$3.2K +11 +0.6%
JWWM
2512
Johnson & White Wealth Management
Pennsylvania
$479K -$37.8K -130 -7%
PAWA
2513
Palo Alto Wealth Advisors
California
$479K +$75.5K +260 +19%
TA
2514
Tectonic Advisors
Texas
$477K +$230K +793 +84%
CCG
2515
Catalina Capital Group
California
$477K -$16K -55 -3%
RCG
2516
Ruane, Cunniff & Goldfarb
New York
$474K +$165K +567 +49%
MKC
2517
M. Kraus & Co
Vermont
$474K -$5.81K -20 -1%
ICCON
2518
Investment Counsel Company of Nevada
Nevada
$469K +$581 +2 +0.1%
BBW
2519
Blue Barn Wealth
Utah
$469K – – –
OWA
2520
Oak Wealth Advisors
Illinois
$468K -$9.59K -33 -2%
EIM
2521
Ervin Investment Management
Washington
$466K -$267K -920 -35%
CWM
2522
Chemistry Wealth Management
New York
$466K +$8.13K +28 +2%
PCM
2523
Payne Capital Management
New York
$465K -$3.78K -13 -0.8%
TFA
2524
Tobias Financial Advisors
Florida
$464K -$22.1K -76 -4%
MCP
2525
Mirador Capital Partners
California
$463K -$8.72K -30 -2%
99 100
101
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