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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2726
Evergreen Private Wealth
Colorado
$162K -$6K -22 -4%
DWA
2727
Dougherty Wealth Advisers
Minnesota
$162K -$1.91K -7 -1%
JWM
2728
Jupiter Wealth Management
Colorado
$162K +$156K +572 New
MWA
2729
Moser Wealth Advisors
Washington
$160K – – –
VCM
2730
Viewpoint Capital Management
Washington
$160K -$1.24M -4,559 -89%
RPCA
2731
Running Point Capital Advisors
California
$160K +$80.2K +294 +109%
MSWM
2732
Mowery & Schoenfeld Wealth Management
Illinois
$159K – – –
WWM
2733
Wolff Wiese Magana
California
$159K +$11.5K +42 +8%
CPG
2734
Cornerstone Planning Group
New Jersey
$158K +$546 +2 +0.4%
SCA
2735
Stuart Chaussee & Associates
California
$157K – – –
MWM
2736
Mascoma Wealth Management
New Hampshire
$156K +$140K +514 +1,353%
GWSA
2737
Global Wealth Strategies & Associates
Colorado
$155K – – –
DFA
2738
DHJJ Financial Advisors
Illinois
$154K – – –
LWA
2739
Lowe Wealth Advisors
Maryland
$153K – – –
GFPC
2740
Global Financial Private Client
Florida
$153K – – –
EAM
2741
Empirical Asset Management
Massachusetts
$152K -$3.55K -13 -0%
AWM
2742
Aspire Wealth Management
Massachusetts
$150K +$273 +1 +0.2%
TVWM
2743
Tower View Wealth Management
Wisconsin
$148K +$546 +2 +0.4%
KWAG
2744
Kiely Wealth Advisory Group
North Carolina
$147K – – –
EBA
2745
Eagle Bay Advisors
New York
$142K – – –
WSCM
2746
Wellington Shields Capital Management
New York
$142K – – –
CP
2747
Castleview Partners
Texas
$136K +$5.18K +19 +4%
OCM
2748
Osterweis Capital Management
California
$136K – – –
CAM
2749
Creekmur Asset Management
Illinois
$135K -$6.27K -23 -5%
GSEP
2750
Golden State Equity Partners
California
$129K +$124K +456 New
108 109
110
111 112