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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
2551
Oak Harvest Investment Services
Texas
$500K +$30.4K +108 +7%
CWL
2552
Causey Wealth LLC
Colorado
$499K +$89.7K +319 +24%
HIS
2553
Horizon Investment Services
Indiana
$499K -$86.3K -307 -16%
FC
2554
Fusion Capital
South Carolina
$498K +$7.88K +28 +2%
IWB
2555
Innovative Wealth Building
Maryland
$498K -$56.8K -202 -11%
GFG
2556
Grantvest Financial Group
New Jersey
$498K +$27.3K +97 +6%
EWA
2557
Encompass Wealth Advisors
Oregon
$497K -$41.9K -149 -8%
HWM
2558
Horizons Wealth Management
North Carolina
$496K +$3.38K +12 +0.7%
CA
2559
Clune & Associates
Illinois
$495K – – –
AGA
2560
Arkos Global Advisors
Texas
$494K +$48.1K +171 +12%
BWA
2561
BCU Wealth Advisors
Illinois
$494K +$113K +400 +33%
GWS
2562
Greykasell Wealth Strategies
California
$493K -$8.44K -30 -2%
AMCA
2563
Arthur M. Cohen & Associates
Illinois
$493K – – –
LFA
2564
Lauterbach Financial Advisors
Texas
$493K – – –
CF
2565
Conquis Financial
California
$492K -$6.19K -22 -1%
FWA
2566
FORM Wealth Advisors
Wisconsin
$491K – – –
IIC
2567
Ironwood Investment Counsel
Arizona
$490K +$1.72M +6,106 +161%
KCPT
2568
Kingstone Capital Partners Texas
Texas
$489K – – –
GSIS
2569
Global Strategic Investment Solutions
Arizona
$488K – – –
DI
2570
Diligent Investors
California
$487K -$14.9K -53 -3%
NCM
2571
Novare Capital Management
North Carolina
$485K -$11.8K -42 -3%
OCG
2572
Opus Capital Group
Ohio
$485K +$56.3K +200 +14%
BWM
2573
Buska Wealth Management
Wisconsin
$485K – – –
BFA
2574
Beacon Financial Advisory
Ohio
$484K +$79.3K +282 +21%
TA
2575
Tactive Advisors
Florida
$483K +$447K +1,590 New
101 102
103
104 105