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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2676
Private Client Services
Kentucky
$358K +$34.9K +120 +10%
HKAM
2677
Horizon Kinetics Asset Management
New York
$358K -$14.5K -50 -4%
SDJVC
2678
St. Denis J. Villere & Co
Louisiana
$358K – – –
GAM
2679
Gould Asset Management
California
$357K -$1.45K -5 -0.4%
TA
2680
TrueWealth Advisors
Alabama
$357K -$3.78K -13 -1%
SC
2681
Schiavi & Co
Delaware
$356K – – –
FC
2682
Fulcrum Capital
Washington
$355K – – –
VWM
2683
Vigilare Wealth Management
Arizona
$353K +$6.97K +24 +2%
GSC
2684
G&S Capital
Colorado
$351K +$581 +2 +0.2%
LA
2685
Lifeworks Advisors
Michigan
$351K -$76.7K -264 -17%
PWA
2686
Principia Wealth Advisory
Texas
$351K +$380K +1,308 New
PCA
2687
Purkiss Capital Advisors
Connecticut
$350K +$89.5K +308 +32%
HTWM
2688
Hartmann Taylor Wealth Management
Texas
$348K +$368K +1,265 New
JBW
2689
Journey Beyond Wealth
Georgia
$348K +$43.6K +150 +13%
JF
2690
JSF Financial
California
$347K +$581 +2 +0.2%
WFA
2691
WestHill Financial Advisors
California
$347K -$6.97K -24 -2%
PD
2692
Planning Directions
Pennsylvania
$346K +$365K +1,257 New
NC
2693
North Capital
Utah
$345K +$364K +1,254 New
CFS
2694
Commonwealth Financial Services
West Virginia
$344K +$63.6K +219 +21%
DCBT
2695
Dakota Community Bank & Trust
North Dakota
$344K – – –
LC
2696
LCNB Corp
Ohio
$344K – – –
EWS
2697
Evergreen Wealth Solutions
Pennsylvania
$343K -$16.3K -56 -4%
IPW
2698
Invictus Private Wealth
Colorado
$342K +$126K +435 +54%
SMWM
2699
Silvia McColl Wealth Management
California
$342K +$24.4K +84 +7%
SCM
2700
Sollinda Capital Management
Florida
$342K -$86.3K -297 -19%
106 107
108
109 110