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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2776
Forte Asset Management
New York
$313K – – –
F8IS
2777
Figure 8 Investment Strategies
Idaho
$311K +$313K +1,073 New
MSFP
2778
Mark Sheptoff Financial Planning
Connecticut
$310K +$4.96K +17 +2%
RWM
2779
Ruedi Wealth Management
Illinois
$310K -$1.46K -5 -0.5%
UIM
2780
Unified Investment Management
Georgia
$310K +$312K +1,071 New
WFA
2781
Websterrogers Financial Advisors
South Carolina
$310K +$875 +3 +0.3%
SPAS
2782
Spectrum Planning & Advisory Services
California
$310K – – –
PA
2783
Planning Alternatives
Michigan
$310K +$312K +1,069 New
CCA
2784
Cooper Capital Advisors
California
$309K +$311K +1,066 New
KWM
2785
Kiker Wealth Management
Georgia
$309K +$311K +1,065 New
WI
2786
Wedgewood Investors
Pennsylvania
$308K -$8.75K -30 -3%
B
2787
Bensler
Washington
$308K -$59.8K -205 -16%
FWIA
2788
Fort Washington Investment Advisors
Ohio
$306K – – –
PAW
2789
Plan A Wealth
Nebraska
$306K +$308K +1,055 New
SAM
2790
Seelaus Asset Management
New Jersey
$305K +$8.17K +28 +3%
LWM
2791
Laidlaw Wealth Management
New York
$304K +$306K +1,050 New
FAM
2792
Flaharty Asset Management
Florida
$304K – – –
SCM
2793
Schnieders Capital Management
California
$303K +$305K +1,047 New
WHCFA
2794
William Howard & Co Financial Advisors
Tennessee
$303K – – –
SAM
2795
Strategy Asset Managers
California
$302K -$1.46K -5 -0.5%
CFS
2796
Commonwealth Financial Services
West Virginia
$300K +$2.63K +9 +0.9%
GAM
2797
GEM Asset Management
Michigan
$299K +$19.3K +66 +7%
RFA
2798
ROI Financial Advisors
Oregon
$299K +$301K +1,032 New
FPWM
2799
FSB Premier Wealth Management
Iowa
$299K – – –
LI
2800
Lafayette Investments
Maryland
$298K +$4.38K +15 +1%
110 111
112
113 114