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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
E
2701
EntreWealth
Texas
$561K – – –
LC
2702
Legacy CG
Texas
$560K – – –
KWM
2703
Keebeck Wealth Management
Illinois
$560K – – –
FMB
2704
Field & Main Bank
Kentucky
$560K – – –
CCG
2705
Catalina Capital Group
California
$560K +$336 +1 +0.1%
PWC
2706
Pathfinder Wealth Consulting
North Carolina
$559K -$23.1K -69 -4%
PCM
2707
Payne Capital Management
New York
$558K -$1.68K -5 -0.3%
FGG
2708
Financial Guidance Group
Florida
$556K – – –
LCWM
2709
Legacy Capital Wealth Management
Texas
$556K -$33.9K -101 -6%
AFM
2710
Aspetuck Financial Management
Connecticut
$555K – – –
WF
2711
Wayfinding Financial
Washington
$554K +$3.02K +9 +0.5%
LWPC
2712
Legacy Wealth Partners (Colorado)
Colorado
$554K -$84.2K -251 -13%
DA
2713
Drake & Associates
Wisconsin
$552K -$106K -316 -16%
CWMS
2714
Cannon Wealth Management Services
North Carolina
$552K -$11.1K -33 -2%
IP
2715
Investment Partners
Ohio
$551K +$577K +1,719 New
CICI
2716
Capital Investment Counsel Inc
North Carolina
$551K – – –
PCS
2717
Private Client Services
Kentucky
$551K +$8.39K +25 +1%
OWA
2718
One Wealth Advisors
California
$550K +$97K +289 +20%
JSC
2719
Jackson Square Capital
California
$549K +$29.9K +89 +5%
FWP
2720
Firethorn Wealth Partners
Georgia
$548K +$671 +2 +0.1%
SF
2721
Steffes Financial
Kansas
$546K +$336 +1 +0.1%
APFP
2722
Action Point Financial Planning
Michigan
$545K +$570K +1,700 New
MCM
2723
Maple Capital Management
Vermont
$545K -$55.4K -165 -9%
LWANC
2724
Laurel Wealth Advisors (North Carolina)
North Carolina
$544K -$474K -1,413 -49%
HAFG
2725
Hansen & Associates Financial Group
California
$541K -$938K -2,797 -63%
107 108
109
110 111