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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
2576
Cardinal Strategic Wealth Guidance
Kentucky
$427K -$22.1K -76 -5%
ZIG
2577
Zullo Investment Group
Pennsylvania
$426K – – –
AC
2578
AWM Capital
Arizona
$424K -$5.23K -18 -1%
GFG
2579
Grantvest Financial Group
New Jersey
$423K +$31.7K +109 +8%
EFP
2580
EnRich Financial Partners
Wisconsin
$423K -$202K -697 -31%
OHIS
2581
Oak Harvest Investment Services
Texas
$422K -$24.7K -85 -5%
GFWA
2582
Grey Fox Wealth Advisors
Delaware
$422K -$56.9K -196 -11%
TPA
2583
Trivium Point Advisory
Connecticut
$421K -$11.6K -40 -3%
KWM
2584
Keebeck Wealth Management
Illinois
$420K -$93K -320 -17%
1IA
2585
1834 Investment Advisors
Wisconsin
$416K – – –
HA
2586
Herold Advisors
New York
$413K +$49.1K +169 +13%
SP
2587
Stablepoint Partners
Massachusetts
$412K +$291 +1 +0.1%
CFO
2588
Collective Family Office
Pennsylvania
$412K – – –
B
2589
BetterWealth
California
$412K – – –
DCM
2590
Delta Capital Management
New Jersey
$412K – – –
SAMC
2591
Spectrum Asset Management (California)
California
$412K – – –
OWP
2592
ORG Wealth Partners
Texas
$411K – – –
AWP
2593
Axis Wealth Partners
Rhode Island
$411K +$7.84K +27 +2%
HIC
2594
Holderness Investments Company
North Carolina
$410K – – –
WFMPM
2595
Woodley Farra Manion Portfolio Management
Indiana
$410K +$6.39K +22 +1%
MA
2596
Mezzasalma Advisors
New Jersey
$410K – – –
SGWM
2597
Sterling Group Wealth Management
California
$408K -$27K -93 -6%
CFGW
2598
Chancellor Financial Group WB
Pennsylvania
$408K – – –
BFP
2599
Brewster Financial Planning
New York
$407K +$211K +725 +96%
PG
2600
Patten Group
Tennessee
$407K -$17.4K -60 -4%
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104
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