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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
2701
B.O.S.S. Retirement Advisors
Utah
$684K -$399K -1,117 -38%
SWRP
2702
Summit Wealth & Retirement Planning
California
$684K +$24.7K +69 +4%
ICMP
2703
Integrated Capital Management (Pennsylvania)
Pennsylvania
$683K +$66.9K +187 +11%
ACA
2704
Anchor Capital Advisors
Massachusetts
$683K -$176K -493 -21%
BCM
2705
Bienville Capital Management
New York
$682K -$144K -402 -18%
AC
2706
Attessa Capital
Arizona
$682K +$1.43K +4 +0.2%
KFSC
2707
Keystone Financial Services (Colorado)
Colorado
$678K -$152K -425 -19%
CF
2708
Conquis Financial
California
$678K – – –
RSC
2709
Red Spruce Capital
Pennsylvania
$678K +$238K +667 +57%
ZI
2710
ZEGA Investments
Florida
$677K -$14.3K -40 -2%
JSL
2711
JT Stratford LLC
Georgia
$676K +$18.2K +51 +3%
AWA
2712
Alaska Wealth Advisors
Alaska
$674K – – –
FP
2713
FFG Partners
Florida
$673K +$1.79K +5 +0.3%
CAM
2714
Chesapeake Asset Management
New York
$672K +$71.9K +201 +12%
CA
2715
Centerpoint Advisors
Massachusetts
$672K +$5.36K +15 +0.8%
KCA
2716
Kastel Capital Advisors
Massachusetts
$672K -$5.85M -16,351 -89%
WH
2717
Whitcomb & Hess
Ohio
$671K – – –
BI
2718
Breachway Investments
Rhode Island
$670K +$6.44K +18 +1%
BI
2719
Ballast Inc
Kentucky
$668K – – –
VIPI
2720
Vista Investment Partners II
Indiana
$667K +$6.44K +18 +1%
B
2721
BetterWealth
California
$667K – – –
BTD
2722
BankPlus Trust Department
Mississippi
$665K +$64.7K +181 +11%
4WM
2723
49 Wealth Management
Texas
$665K -$2.4M -6,700 -79%
A
2724
Alongside
Texas
$665K +$643K +1,797 New
OAS
2725
Optivise Advisory Services
Tennessee
$665K +$122K +342 +24%
107 108
109
110 111