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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2576
Joseph P. Lucia & Associates
New York
$207K +$197K +797 New
FPCG
2577
Forum Private Client Group
Indiana
$207K -$136K -551 -41%
AFM
2578
Abbot Financial Management
Massachusetts
$206K +$196K +794 New
SFB
2579
STAR Financial Bank
Indiana
$206K -$33.2K -134 -14%
HGWM
2580
Horst & Graben Wealth Management
Oregon
$205K -$50.2K -203 -20%
DBIA
2581
Dumont & Blake Investment Advisors
New Jersey
$204K +$194K +786 New
RFP
2582
Roth Financial Partners
Texas
$204K +$194K +785 New
LI
2583
Lafayette Investments
Maryland
$204K +$194K +785 New
FTDI
2584
First Trust Direct Indexing
Massachusetts
$204K +$194K +784 New
AFWM
2585
Abich Financial Wealth Management
Virginia
$203K -$23K -93 -11%
IPW
2586
Invictus Private Wealth
Colorado
$203K +$193K +781 New
HIC
2587
Holderness Investments Company
North Carolina
$203K +$193K +781 New
MAG
2588
MRA Advisory Group
New Jersey
$203K +$193K +781 New
ICP
2589
Interchange Capital Partners
Pennsylvania
$203K +$193K +780 New
BCA
2590
Ballentine Capital Advisors
South Carolina
$202K +$193K +779 New
MCM
2591
Monarch Capital Management
Indiana
$202K +$192K +777 New
SCM
2592
Sollinda Capital Management
Florida
$202K -$283K -1,142 -60%
SHIM
2593
Stone House Investment Management
Pennsylvania
$202K +$192K +775 New
CT
2594
Colonial Trust
South Carolina
$201K – – –
SW
2595
StrongBox Wealth
Missouri
$201K +$192K +775 New
CTI
2596
Community Trust & Investment
Kentucky
$201K +$191K +774 New
GFA
2597
Grunden Financial Advisory
Texas
$201K +$191K +773 New
SS
2598
Sunbelt Securities
Texas
$201K -$21.8K -88 -10%
RWMH
2599
Riverpoint Wealth Management Holdings
Illinois
$200K +$191K +771 New
MTIC
2600
Missouri Trust & Investment Company
Missouri
$197K – – –
102 103
104
105 106