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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2751
Patrick M. Sweeney & Associates
Illinois
$311K – – –
PWMG
2752
Prestige Wealth Management Group
New Jersey
$310K +$872 +3 +0.3%
SLC
2753
Second Line Capital
Louisiana
$310K -$2.62K -9 -0.8%
ACM
2754
Alamar Capital Management
California
$310K -$33.4K -115 -9%
RFP
2755
Roth Financial Partners
Texas
$309K +$65.9K +227 +25%
SAM
2756
Seelaus Asset Management
New Jersey
$309K +$20.9K +72 +7%
CRWM
2757
Castle Rock Wealth Management
California
$309K +$1.16K +4 +0.4%
ISL
2758
Ingalls & Snyder LLC
New York
$308K – – –
MWM
2759
MinichMacGregor Wealth Management
New York
$308K -$7.26K -25 -2%
VP
2760
Verisail Partners
Georgia
$307K -$134K -461 -29%
NA
2761
Note Advisors
New York
$307K -$50.8K -175 -14%
SF
2762
SWP Financial
California
$307K -$19.5K -67 -6%
PA
2763
Planning Alternatives
Michigan
$306K +$13.4K +46 +4%
OSNBOA
2764
Old Second National Bank of Aurora
Illinois
$306K – – –
MFG
2765
MidWestOne Financial Group
Iowa
$305K – – –
AA
2766
Auxano Advisors
Washington
$305K -$16.9K -58 -5%
WW
2767
Waterfront Wealth
Kansas
$304K -$37.2K -128 -10%
1SB
2768
1ST Source Bank
Indiana
$304K -$7.26K -25 -2%
HWA
2769
Heartwood Wealth Advisors
Virginia
$303K +$32.5K +112 +11%
CBT
2770
CoreFirst Bank & Trust
Kansas
$302K -$58.1K -200 -15%
CWM
2771
ClientFirst Wealth Management
Arkansas
$302K – – –
CL
2772
COWA LLC
Oklahoma
$302K -$5.52K -19 -2%
AWM
2773
AAF Wealth Management
Massachusetts
$302K -$5.52K -19 -2%
HBW
2774
Hazlett, Burt & Watson
West Virginia
$301K +$4.65K +16 +1%
RP
2775
Riverwater Partners
Wisconsin
$300K -$65.9K -227 -17%
109 110
111
112 113