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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2601
Mittelman Wealth Management
Massachusetts
$215K +$208K +803 New
BFWM
2602
Bright Futures Wealth Management
New York
$215K +$211K +816 New
AL
2603
ADE LLC
Maryland
$214K – – –
OAM
2604
Occidental Asset Management
California
$214K -$518 -2 -0.2%
GPA
2605
Guerra Pan Advisors
New Jersey
$214K – – –
SAM
2606
Selway Asset Management
$214K – – –
RFP
2607
Roth Financial Partners
Texas
$214K +$3.88K +15 +2%
JPLA
2608
Joseph P. Lucia & Associates
New York
$213K – – –
IHWM
2609
Iron Horse Wealth Management
Iowa
$213K +$85.4K +330 +71%
PPWM
2610
Perissos Private Wealth Management
Oklahoma
$211K -$12.4K -48 -6%
GCM
2611
Gator Capital Management
Florida
$210K +$203K +785 New
SIC
2612
Sterling Investment Counsel
New York
$209K -$24.1K -93 -11%
IPW
2613
Invictus Private Wealth
Colorado
$209K +$259 +1 +0.1%
SHF
2614
Stage Harbor Financial
Massachusetts
$209K -$79.7K -308 -28%
MAG
2615
MRA Advisory Group
New Jersey
$209K – – –
MCM
2616
Monarch Capital Management
Indiana
$209K – – –
UCI
2617
Uncommon Cents Investing
Wisconsin
$208K +$201K +778 New
POIA
2618
Pin Oak Investment Advisors
Texas
$208K -$9.84K -38 -5%
SHIM
2619
Stone House Investment Management
Pennsylvania
$207K – – –
IWS
2620
Insight Wealth Strategies
California
$207K -$18.6K -72 -9%
CT
2621
Colonial Trust
South Carolina
$207K – – –
CF
2622
Convergence Financial
Missouri
$207K +$201K +775 New
CTI
2623
Community Trust & Investment
Kentucky
$207K – – –
WG
2624
Watchman Group
Texas
$207K +$200K +774 New
FAM
2625
Fenimore Asset Management
New York
$207K -$201K -776 -50%
103 104
105
106 107