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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2701
Navalign LLC
California
$374K -$25.3K -90 -7%
MCM
2702
Maple Capital Management
Vermont
$373K -$69.5K -247 -17%
WAG
2703
Wheelhouse Advisory Group
Missouri
$373K -$29.3K -104 -8%
EP
2704
EPIQ Partners
Minnesota
$371K – – –
DIS
2705
Diversified Investment Strategies
Louisiana
$371K – – –
EWA
2706
Elevate Wealth Advisory
Georgia
$370K +$1.69K +6 +0.5%
2L
2707
25 LLC
Missouri
$368K -$48.9K -174 -13%
GSC
2708
G&S Capital
Colorado
$367K -$19.7K -70 -5%
EIM
2709
Essex Investment Management
Massachusetts
$367K – – –
OWM
2710
Opes Wealth Management
California
$365K +$75.1K +267 +29%
WFM
2711
Wolff Financial Management
Michigan
$364K +$11.8K +42 +4%
RFP
2712
Roth Financial Partners
Texas
$364K +$19.7K +70 +6%
JBW
2713
Journey Beyond Wealth
Georgia
$363K -$19.7K -70 -6%
BDFN
2714
Bond & Devick Financial Network
Minnesota
$363K – – –
CFP
2715
Comprehensive Financial Planning
Pennsylvania
$362K +$2.81K +10 +0.8%
NC
2716
NBW Capital
Massachusetts
$362K +$335K +1,192 New
MHWM
2717
Montz Harcus Wealth Management
Louisiana
$362K -$3.09K -11 -0.9%
DIA
2718
Dana Investment Advisors
Wisconsin
$361K – – –
NC
2719
North Capital
Utah
$361K -$18.8K -67 -5%
RTL
2720
Red Tortoise LLC
Georgia
$361K – – –
SSWM
2721
Strait & Sound Wealth Management
California
$360K -$6.19K -22 -2%
B
2722
Bensler
Washington
$360K -$2.25K -8 -0.7%
VAMG
2723
Voisard Asset Management Group
Michigan
$359K – – –
HKAM
2724
Horizon Kinetics Asset Management
New York
$359K -$33.8K -120 -9%
GBWM
2725
Granite Bay Wealth Management
New Hampshire
$359K -$563 -2 -0.2%
107 108
109
110 111