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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2651
Provident Wealth Management
Tennessee
$227K +$218K +800 New
TF
2652
Tudor Financial
Ohio
$227K +$218K +800 New
DP
2653
DDD Partners
Washington
$226K +$218K +799 New
WIM
2654
Wittenberg Investment Management
Massachusetts
$226K -$546K -2,000 -71%
JPLA
2655
Joseph P. Lucia & Associates
New York
$226K +$273 +1 +0.1%
IHWM
2656
Iron Horse Wealth Management
Iowa
$225K – – –
IPW
2657
Invictus Private Wealth
Colorado
$224K +$2.73K +10 +1%
PPWM
2658
Perissos Private Wealth Management
Oklahoma
$224K +$546 +2 +0.3%
DIM
2659
DLK Investment Management
California
$224K -$24.3K -89 -10%
SHF
2660
Stage Harbor Financial
Massachusetts
$224K – – –
SIA
2661
Spectrum Investment Advisors
Wisconsin
$222K -$169K -619 -44%
SIC
2662
Sterling Investment Counsel
New York
$222K – – –
CCWM
2663
Correct Capital Wealth Management
Missouri
$221K +$213K +782 New
MAG
2664
MRA Advisory Group
New Jersey
$221K – – –
BFWM
2665
Bright Futures Wealth Management
New York
$220K -$12.5K -46 -6%
MCM
2666
Monarch Capital Management
Indiana
$220K -$273 -1 -0.1%
UCI
2667
Uncommon Cents Investing
Wisconsin
$220K – – –
SHIM
2668
Stone House Investment Management
Pennsylvania
$220K +$818 +3 +0.4%
TA
2669
Townsend & Associates
Colorado
$220K -$11.7K -43 -5%
POIA
2670
Pin Oak Investment Advisors
Texas
$220K – – –
IWS
2671
Insight Wealth Strategies
California
$220K +$273 +1 +0.1%
EFA
2672
Edge Financial Advisors
Illinois
$220K -$212K -778 -50%
CT
2673
Colonial Trust
South Carolina
$219K – – –
CWA
2674
Consilio Wealth Advisors
Washington
$219K -$458K -1,678 -68%
RWMH
2675
Riverpoint Wealth Management Holdings
Illinois
$219K +$818 +3 +0.4%
105 106
107
108 109