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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
2576
Leading Edge Financial Planning
Tennessee
$819K +$81.9K +229 +12%
MWP
2577
MYCIO Wealth Partners
Pennsylvania
$819K +$434K +1,215 +122%
CW
2578
Curio Wealth
Maryland
$814K +$358 +1 +0%
SPFA
2579
Summit Place Financial Advisors
New Jersey
$811K +$510K +1,427 +187%
RA
2580
Ruggaard & Associates
Ohio
$810K -$85.8K -240 -10%
BWP
2581
Barlow Wealth Partners
Kentucky
$809K – – –
CCM
2582
Crabel Capital Management
California
$808K +$57.6K +161 +8%
KFS
2583
Kaizen Financial Strategies
California
$808K -$204K -571 -21%
FAB
2584
First American Bank
Illinois
$807K +$780K +2,181 New
PWM
2585
Palumbo Wealth Management
New York
$807K +$2.5K +7 +0.3%
CCM
2586
Chilton Capital Management
Texas
$806K -$413K -1,154 -35%
BHFP
2587
Blom & Howell Financial Planning
California
$805K +$15.7K +44 +2%
ASG
2588
Ariston Services Group
California
$804K +$777K +2,172 New
RCM
2589
RB Capital Management
Nevada
$804K +$131K +365 +20%
NWM
2590
Northcape Wealth Management
New York
$803K – – –
WIP
2591
WealthCare Investment Partners
Rhode Island
$802K +$83.3K +233 +12%
HIS
2592
Harvest Investment Services
Illinois
$802K -$11.8K -33 -2%
NCM
2593
Northside Capital Management
Oregon
$802K +$102K +286 +15%
OCWP
2594
Owl Creek Wealth Partners
Colorado
$800K +$25.7K +72 +3%
LFA
2595
Lauterbach Financial Advisors
Texas
$800K +$31.5K +88 +4%
GSIAS
2596
Garden State Investment Advisory Services
New Jersey
$799K -$4.29K -12 -0.6%
MPWS
2597
McCarter Private Wealth Services
Massachusetts
$799K – – –
ICCON
2598
Investment Counsel Company of Nevada
Nevada
$799K +$104K +290 +16%
VCM
2599
Virtue Capital Management
Tennessee
$798K +$20K +56 +3%
VPWA
2600
Vestia Personal Wealth Advisors
Indiana
$798K +$16.1K +45 +2%
102 103
104
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