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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2751
Golden State Equity Partners
California
$129K +$124K +456 New
ACA
2752
American Capital Advisory
Idaho
$128K +$8.18K +30 +7%
NL
2753
NKCFO LLC
Illinois
$113K – – –
TCM
2754
Tradewinds Capital Management
Washington
$111K -$13.9K -51 -12%
FGA
2755
Fortis Group Advisors
New Jersey
$110K – – –
VAG
2756
VisionPoint Advisory Group
Texas
$106K – – –
MAM
2757
Marquette Asset Management
Minnesota
$105K – – –
CFS
2758
CGC Financial Services
Oregon
$103K +$273 +1 +0.3%
SC
2759
Stephens Consulting
Michigan
$101K -$12K -44 -11%
FGC
2760
Financial Gravity Companies
Texas
$101K +$97.4K +357 New
RL
2761
Rogco LP
Oklahoma
$101K – – –
FFA
2762
Founders Financial Alliance
North Carolina
$99.7K – – –
CWM
2763
Compass Wealth Management
Connecticut
$99.1K -$3.55K -13 -4%
BHWM
2764
Bay Harbor Wealth Management
Maryland
$96.9K -$2.18K -8 -2%
CH
2765
Canton Hathaway
Rhode Island
$96K – – –
UIA
2766
Ulland Investment Advisors
Minnesota
$95K – – –
SIS
2767
Strategic Investment Solutions
Illinois
$91.4K – – –
JEST
2768
JTC Employer Solutions Trustee
Jersey
$91K – – –
FMB
2769
Field & Main Bank
Kentucky
$89.5K – – –
ABWM
2770
Alpine Bank Wealth Management
Colorado
$87.8K +$84.6K +310 New
JFG
2771
JDM Financial Group
Texas
$86.9K – – –
RMC
2772
Resources Management Corp
Connecticut
$85K – – –
BA
2773
Ballast Advisors
Minnesota
$84.4K – – –
PWMG
2774
Prestige Wealth Management Group
New Jersey
$83.3K – – –
PAIM
2775
Punch & Associates Investment Management
Minnesota
$82.1K +$4.64K +17 +6%
109 110
111
112 113