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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
2526
OFC Financial Planning
New Jersey
$876K +$19K +53 +2%
LWM
2527
Lakeridge Wealth Management
Ohio
$875K -$16.1K -45 -2%
MWA
2528
Martel Wealth Advisors
Washington
$870K -$76.2K -213 -8%
SIA
2529
Stegner Investment Associates
Kentucky
$870K – – –
CB
2530
Community Bank
New York
$868K -$2.5K -7 -0.3%
NPT
2531
Nixon Peabody Trust
Massachusetts
$867K – – –
NWM
2532
Nolet Wealth Management
Texas
$867K – – –
TFA
2533
Tobias Financial Advisors
Florida
$866K +$1.07K +3 +0.1%
WA
2534
WP Advisors
California
$865K +$2.5K +7 +0.3%
EFL
2535
ERn Financial LLC
Wisconsin
$863K -$4.65K -13 -0.6%
WWP
2536
Wise Wealth Partners
Arizona
$862K -$21.5K -60 -3%
ACA
2537
American Capital Advisory
Idaho
$862K -$11.8K -33 -1%
PWM
2538
Parkshore Wealth Management
California
$861K -$8.22K -23 -1%
SWA
2539
Shah Wealth Advisors
California
$858K +$828K +2,317 New
SIA
2540
Strategic Investment Advisors
Michigan
$856K +$101K +282 +14%
EI
2541
eCIO Inc
Wisconsin
$856K -$65.1K -182 -7%
AAM
2542
Austin Asset Management
Texas
$856K +$277K +775 +50%
PE
2543
PCM Encore
Colorado
$855K -$852K -2,383 -51%
DP
2544
DDD Partners
Washington
$855K +$12.2K +34 +1%
SW
2545
SlateStone Wealth
Florida
$853K -$256K -715 -24%
CPC
2546
Cadia Private Client
New Jersey
$852K -$12.9K -36 -2%
CH
2547
CDKV Holdings
Colorado
$850K – – –
FC
2548
Financial Consulate
Maryland
$850K +$61.1K +171 +8%
DWM
2549
DeLarme Wealth Management
California
$850K +$358 +1 +0%
TFP
2550
Traction Financial Partners
Wyoming
$849K +$358 +1 +0%
100 101
102
103 104