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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
2701
JDM Financial Group
Texas
$82.1K – – –
RMC
2702
Resources Management Corp
Connecticut
$80K – – –
BA
2703
Ballast Advisors
Minnesota
$79.7K – – –
CBT
2704
Central Bank & Trust
Kentucky
$79.2K +$66K +255 +622%
PWMG
2705
Prestige Wealth Management Group
New Jersey
$78.8K – – –
OSNBOA
2706
Old Second National Bank of Aurora
Illinois
$76.2K – – –
AWM
2707
Activest Wealth Management
Florida
$75.5K – – –
PAIM
2708
Punch & Associates Investment Management
Minnesota
$73K +$4.4K +17 +7%
GWP
2709
Gen-Wealth Partners
Michigan
$72.8K +$13.5K +52 +24%
RPCA
2710
Running Point Capital Advisors
California
$72.3K – – –
CB
2711
Chris Bulman
California
$67.1K +$65K +251 New
UWS
2712
Unique Wealth Strategies
Illinois
$66.3K +$66K +255 New
TWP
2713
Triad Wealth Partners
Kansas
$63.1K +$61.1K +236 New
AWM
2714
Atticus Wealth Management
Florida
$61K – – –
DI
2715
DAGCO Inc
Ohio
$53.5K – – –
RWMG
2716
Redwood Wealth Management Group
New Jersey
$51.1K +$49.4K +191 New
AIM
2717
Arcadia Investment Management
Michigan
$49.5K – – –
SP
2718
SWS Partners
Ohio
$49.4K +$47.6K +184 New
QCMNJ
2719
Quantum Capital Management (New Jersey)
New Jersey
$48.4K -$1.81K -7 -4%
PA
2720
PSI Advisors
Florida
$48.2K – – –
PWMA
2721
Pension & Wealth Management Advisors
Massachusetts
$47.9K – – –
FWA
2722
FSC Wealth Advisors
New York
$47.9K – – –
1IA
2723
1620 Investment Advisors
Massachusetts
$46.3K +$44.8K +173 New
DSC
2724
Duncker Streett & Co
Missouri
$43K – – –
NECFA
2725
New England Capital Financial Advisors
Connecticut
$42.8K – – –
107 108
109
110 111