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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2701
Xcel Wealth Management
Florida
$207K +$199K +731 New
BBNA
2702
Bremer Bank National Association
Minnesota
$207K -$7.36K -27 -4%
WSC
2703
Wellington Shields & Co
New York
$207K – – –
CTFG
2704
Capstone Triton Financial Group
Oklahoma
$206K +$199K +728 New
CCP
2705
Clarity Capital Partners
California
$206K +$198K +726 New
SFA
2706
Spectrum Financial Alliance
Kentucky
$206K +$198K +726 New
SP
2707
Stonebrook Private
Michigan
$205K +$198K +725 New
SPFA
2708
Summit Place Financial Advisors
New Jersey
$205K +$198K +725 New
TTWM
2709
TCV Trust & Wealth Management
Virginia
$204K -$62.2K -228 -24%
MWM
2710
Mindset Wealth Management
Indiana
$204K +$196K +719 New
HHRDM
2711
H&H Retirement Design & Management
Nevada
$203K -$1.22M -4,462 -86%
SWM
2712
SK Wealth Management
Rhode Island
$203K +$188K +691 New
TWP
2713
Total Wealth Planning
Ohio
$202K +$194K +713 New
SFG
2714
Synergy Financial Group
California
$201K +$194K +710 New
BOC
2715
Bull Oak Capital
California
$200K – – –
PCG
2716
PFC Capital Group
California
$198K – – –
EA
2717
Evolution Advisers
Virginia
$198K +$308K +1,128 +3%
4FG
2718
4Thought Financial Group
New York
$190K -$2.18K -8 -1%
RA
2719
Rise Advisors
New York
$189K +$7.36K +27 +4%
IRC
2720
Investors Research Corp
Georgia
$187K +$16.6K +61 +10%
FFC
2721
First Financial Corp
Indiana
$177K – – –
LIA
2722
Luken Investment Analytics
Tennessee
$173K – – –
KHC
2723
Koesten Hirschmann & Crabtree
Kansas
$172K -$106K -387 -39%
LB
2724
Legacy Bridge
Iowa
$170K – – –
ATC
2725
Advantage Trust Company
Kansas
$170K +$164K +600 New
107 108
109
110 111