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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2501
Coign Capital Advisors
Utah
$540K – – –
PPWM
2502
PFG Private Wealth Management
Florida
$540K +$500K +1,776 New
RMF
2503
Red Mountain Financial
Colorado
$538K +$1.13K +4 +0.2%
ACM
2504
Arcataur Capital Management
Wisconsin
$536K – – –
WF
2505
Wayfinding Financial
Washington
$535K -$31.5K -112 -6%
SHF
2506
Safe Harbor Fiduciary
Florida
$535K -$18.8K -67 -4%
JSL
2507
JT Stratford LLC
Georgia
$535K +$495K +1,759 New
YWM
2508
Yardley Wealth Management
Pennsylvania
$533K – – –
VWS
2509
Virtus Wealth Solutions
New Jersey
$533K +$1.41K +5 +0.3%
GWWM
2510
Great Waters Wealth Management
Minnesota
$532K -$5.34K -19 -1%
ISWM
2511
Independent Solutions Wealth Management
New York
$532K – – –
CWM
2512
Chemistry Wealth Management
New York
$532K +$15.2K +54 +3%
JWWM
2513
Johnson & White Wealth Management
Pennsylvania
$531K +$563 +2 +0.1%
CWMS
2514
Cannon Wealth Management Services
North Carolina
$531K – – –
S4W
2515
Solutions 4 Wealth
Texas
$529K +$154K +549 +46%
WN
2516
Williams & Novak
California
$529K -$62.2K -221 -11%
NG
2517
Norden Group
Utah
$529K -$119K -423 -20%
CCG
2518
Catalina Capital Group
California
$527K -$281 -1 -0.1%
PWM
2519
Purus Wealth Management
California
$526K +$168K +598 +53%
HHRDM
2520
H&H Retirement Design & Management
Nevada
$525K +$477K +1,697 New
SA
2521
Sincerus Advisory
New York
$525K +$10.4K +37 +2%
IAP
2522
Indie Asset Partners
Indiana
$524K +$14.1K +50 +3%
MKC
2523
M. Kraus & Co
Vermont
$524K – – –
SFA
2524
Spectrum Financial Alliance
Kentucky
$523K +$266K +946 +130%
TA
2525
Tectonic Advisors
Texas
$522K -$5.63K -20 -1%
99 100
101
102 103