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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2526
Heartwood Wealth Advisors
Virginia
$225K +$214K +865 New
CWA
2527
Continuum Wealth Advisors
New York
$224K -$20.8K -84 -9%
MC
2528
Middleton & Co
Massachusetts
$224K – – –
SIA
2529
SkyView Investment Advisors
New Jersey
$224K – – –
SIG
2530
Sargent Investment Group
Maryland
$224K – – –
1CP
2531
17 Capital Partners
Arizona
$224K +$213K +860 New
EIG
2532
Ellenbecker Investment Group
Wisconsin
$223K +$213K +859 New
CFSG
2533
Clark Financial Services Group
Missouri
$221K – – –
OFS
2534
Orrstown Financial Services
Pennsylvania
$221K -$37.1K -150 -15%
SFPG
2535
Stonebridge Financial Planning Group
Florida
$221K -$11.1K -45 -5%
CAG
2536
Curtis Advisory Group
California
$221K +$210K +850 New
JF
2537
JSF Financial
California
$221K -$8.66K -35 -4%
SA
2538
SRH Advisors
Kansas
$220K – – –
IWS
2539
Insight Wealth Strategies
California
$220K +$247 +1 +0.1%
SW
2540
Schulz Wealth
Texas
$220K -$241K -976 -54%
KFA
2541
Kapstone Financial Advisors
Ohio
$220K -$19.8K -80 -9%
IWA
2542
Inspirion Wealth Advisors
Illinois
$219K +$209K +843 New
BSG
2543
Black Swift Group
Colorado
$219K +$208K +842 New
IAG
2544
Investmark Advisory Group
Connecticut
$218K +$208K +840 New
PPWM
2545
Perissos Private Wealth Management
Oklahoma
$218K +$207K +838 New
FLA
2546
Financial Life Advisors
Texas
$217K +$207K +836 New
FWM
2547
ForthRight Wealth Management
Georgia
$217K +$207K +836 New
ZIG
2548
Zuckerman Investment Group
Illinois
$217K -$6.93K -28 -3%
LFA
2549
Lauterbach Financial Advisors
Texas
$217K -$130K -524 -39%
CWA
2550
CJM Wealth Advisers
Virginia
$216K +$206K +833 New
100 101
102
103 104