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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
2701
Bremer Bank National Association
Minnesota
$207K -$7.36K -27 -4%
WSC
2702
Wellington Shields & Co
New York
$207K – – –
CTFG
2703
Capstone Triton Financial Group
Oklahoma
$206K +$199K +728 New
CCP
2704
Clarity Capital Partners
California
$206K +$198K +726 New
SFA
2705
Spectrum Financial Alliance
Kentucky
$206K +$198K +726 New
SP
2706
Stonebrook Private
Michigan
$205K +$198K +725 New
SPFA
2707
Summit Place Financial Advisors
New Jersey
$205K +$198K +725 New
TTWM
2708
TCV Trust & Wealth Management
Virginia
$204K -$62.2K -228 -24%
MWM
2709
Mindset Wealth Management
Indiana
$204K +$196K +719 New
HHRDM
2710
H&H Retirement Design & Management
Nevada
$203K -$1.22M -4,462 -86%
SWM
2711
SK Wealth Management
Rhode Island
$203K +$188K +691 New
TWP
2712
Total Wealth Planning
Ohio
$202K +$194K +713 New
SFG
2713
Synergy Financial Group
California
$201K +$194K +710 New
BOC
2714
Bull Oak Capital
California
$200K – – –
PCG
2715
PFC Capital Group
California
$198K – – –
EA
2716
Evolution Advisers
Virginia
$198K +$308K +1,128 +3%
4FG
2717
4Thought Financial Group
New York
$190K -$2.18K -8 -1%
RA
2718
Rise Advisors
New York
$189K +$7.36K +27 +4%
IRC
2719
Investors Research Corp
Georgia
$187K +$16.6K +61 +10%
FFC
2720
First Financial Corp
Indiana
$177K – – –
LIA
2721
Luken Investment Analytics
Tennessee
$173K – – –
KHC
2722
Koesten Hirschmann & Crabtree
Kansas
$172K -$106K -387 -39%
LB
2723
Legacy Bridge
Iowa
$170K – – –
ATC
2724
Advantage Trust Company
Kansas
$170K +$164K +600 New
BCA
2725
Bray Capital Advisors
Florida
$169K – – –
107 108
109
110 111