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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
2726
Evelyn Partners Investment Management Services
$327K – – –
DIA
2727
Dana Investment Advisors
Wisconsin
$327K +$30.5K +105 +10%
IF
2728
Integrity Financial
Wyoming
$326K +$17.4K +60 +5%
RTL
2729
Red Tortoise LLC
Georgia
$326K -$2.9K -10 -0.8%
CFP
2730
Comprehensive Financial Planning
Pennsylvania
$325K +$581 +2 +0.2%
GBWM
2731
Granite Bay Wealth Management
New Hampshire
$325K +$581 +2 +0.2%
VAMG
2732
Voisard Asset Management Group
Michigan
$325K – – –
JGUA
2733
John G. Ullman & Associates
New York
$325K -$30.8K -106 -8%
GWSA
2734
Global Wealth Strategies & Associates
Colorado
$324K +$183K +630 +115%
SMAM
2735
Sugar Maple Asset Management
Wisconsin
$324K -$65.4K -225 -16%
ASBI
2736
American State Bank (Iowa)
Iowa
$323K +$4.65K +16 +1%
DFCM
2737
Dark Forest Capital Management
Puerto Rico
$322K +$23.8K +82 +8%
CFG
2738
Compton Financial Group
Maryland
$321K -$18.9K -65 -5%
UC
2739
Unio Capital
New Jersey
$320K +$1.16K +4 +0.3%
CCM
2740
Cambridge Capital Management
Illinois
$319K +$1.16K +4 +0.3%
KWM
2741
Kiker Wealth Management
Georgia
$319K +$27.3K +94 +9%
SCM
2742
Seascape Capital Management
New Hampshire
$318K -$58.7K -202 -15%
WFM
2743
Wolff Financial Management
Michigan
$318K +$2.62K +9 +0.8%
WBC
2744
West Branch Capital
Massachusetts
$317K -$9.01K -31 -3%
WAM
2745
Walker Asset Management
Missouri
$313K – – –
CFSG
2746
Clark Financial Services Group
Missouri
$312K -$545K -1,876 -62%
MA
2747
MKT Advisors
California
$312K +$45K +155 +14%
PWM
2748
Purus Wealth Management
California
$311K -$34.9K -120 -10%
MM
2749
Main Management
California
$311K +$581 +2 +0.2%
NI
2750
Natural Investments
California
$311K +$329K +1,134 New
108 109
110
111 112