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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2701
Red Tortoise LLC
Georgia
$347K +$5.83K +20 +2%
LWANC
2702
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K +$18.1K +62 +5%
S4W
2703
Solutions 4 Wealth
Texas
$345K +$5.83K +20 +2%
AIM
2704
Archer Investment Management
Texas
$345K +$347K +1,191 New
EPIMS
2705
Evelyn Partners Investment Management Services
$345K +$347K +1,191 New
LFP
2706
Leeward Financial Partners
Washington
$345K – – –
OCM
2707
Osterweis Capital Management
California
$345K – – –
FPL
2708
Fortress Private Ledger
North Carolina
$345K +$347K +1,189 New
SSWM
2709
Strait & Sound Wealth Management
California
$345K -$88.4K -303 -20%
MHWM
2710
Montz Harcus Wealth Management
Louisiana
$343K +$1.17K +4 +0.3%
WBC
2711
West Branch Capital
Massachusetts
$343K +$4.38K +15 +1%
SF
2712
SWP Financial
California
$343K -$2.11M -7,233 -86%
PCS
2713
Private Client Services
Kentucky
$343K +$4.38K +15 +1%
VAMG
2714
Voisard Asset Management Group
Michigan
$343K – – –
CFP
2715
Comprehensive Financial Planning
Pennsylvania
$342K +$345K +1,181 New
GBWM
2716
Granite Bay Wealth Management
New Hampshire
$342K +$345K +1,181 New
CNBT
2717
Canandaigua National Bank & Trust
New York
$340K – – –
AA
2718
Auxano Advisors
Washington
$338K +$21.9K +75 +7%
CRWM
2719
Castle Rock Wealth Management
California
$337K +$875 +3 +0.3%
SMWM
2720
Silvia McColl Wealth Management
California
$337K – – –
UC
2721
Unio Capital
New Jersey
$337K +$2.63K +9 +0.8%
ASBI
2722
American State Bank (Iowa)
Iowa
$336K +$9.63K +33 +3%
RCG
2723
Ruane, Cunniff & Goldfarb
New York
$336K +$27.1K +93 +9%
CCM
2724
Cambridge Capital Management
Illinois
$335K +$2.33K +8 +0.7%
CCFCSB
2725
Cape Cod Five Cents Savings Bank
Massachusetts
$335K – – –
107 108
109
110 111