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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2551
Bellevue Asset Management
Washington
$828K -$7.15K -20 -0.9%
AFA
2552
Alpha Financial Advisors
North Carolina
$826K +$358 +1 +0%
IAAG
2553
Innovative Asset Advisors Group
Connecticut
$826K +$261K +729 +49%
SFO
2554
Stenger Family Office
Illinois
$825K -$130K -364 -14%
GF
2555
GTS Financial
Minnesota
$825K -$10.7K -30 -1%
UIM
2556
Unified Investment Management
Georgia
$824K +$273K +764 +52%
FDG
2557
Financial Discovery Group
Georgia
$822K -$715 -2 -0.1%
CTFG
2558
Capstone Triton Financial Group
Oklahoma
$822K +$795K +2,222 New
TCWA
2559
Turtle Creek Wealth Advisors
Texas
$821K -$12.2K -34 -2%
4WM
2560
4J Wealth Management
Virginia
$820K +$12.2K +34 +2%
LEFP
2561
Leading Edge Financial Planning
Tennessee
$819K +$81.9K +229 +12%
MWP
2562
MYCIO Wealth Partners
Pennsylvania
$819K +$434K +1,215 +122%
CW
2563
Curio Wealth
Maryland
$814K +$358 +1 +0%
SPFA
2564
Summit Place Financial Advisors
New Jersey
$811K +$510K +1,427 +187%
RA
2565
Ruggaard & Associates
Ohio
$810K -$85.8K -240 -10%
BWP
2566
Barlow Wealth Partners
Kentucky
$809K – – –
CCM
2567
Crabel Capital Management
California
$808K +$57.6K +161 +8%
KFS
2568
Kaizen Financial Strategies
California
$808K -$204K -571 -21%
FAB
2569
First American Bank
Illinois
$807K +$780K +2,181 New
PWM
2570
Palumbo Wealth Management
New York
$807K +$2.5K +7 +0.3%
CCM
2571
Chilton Capital Management
Texas
$806K -$413K -1,154 -35%
BHFP
2572
Blom & Howell Financial Planning
California
$805K +$15.7K +44 +2%
ASG
2573
Ariston Services Group
California
$804K +$777K +2,172 New
RCM
2574
RB Capital Management
Nevada
$804K +$131K +365 +20%
NWM
2575
Northcape Wealth Management
New York
$803K – – –
101 102
103
104 105