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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2776
Opes Wealth Management
California
$356K -$37.3K -118 -10%
FAM
2777
Forte Asset Management
New York
$355K – – –
BI
2778
Ballast Inc
Kentucky
$354K – – –
OPA
2779
Old Port Advisors
Maine
$354K +$341K +1,079 New
EA
2780
Ellsworth Advisors
Ohio
$354K +$341K +1,078 New
WWM
2781
Waterway Wealth Management
Texas
$353K -$367K -1,163 -52%
GCM
2782
Glaxis Capital Management
Florida
$353K +$340K +1,075 New
SPAS
2783
Spectrum Planning & Advisory Services
California
$352K +$948 +3 +0.3%
LAM
2784
Lummis Asset Management
Texas
$352K – – –
SF
2785
SWP Financial
California
$351K -$12.6K -40 -4%
ASBI
2786
American State Bank (Iowa)
Iowa
$351K – – –
YAL
2787
Your Advocates Ltd
Texas
$350K – – –
WBC
2788
West Branch Capital
Massachusetts
$350K -$316 -1 -0.1%
AC
2789
AWM Capital
Arizona
$348K -$74.9K -237 -18%
RSWA
2790
Robinson Smith Wealth Advisors
Maine
$348K -$10.1K -32 -3%
WFS
2791
Walker Financial Services
Kentucky
$347K – – –
RW
2792
Rockport Wealth
Ohio
$346K +$29.1K +92 +10%
MQWP
2793
Morey & Quinn Wealth Partners
Nebraska
$346K -$4.11K -13 -1%
PAW
2794
Plan A Wealth
Nebraska
$346K -$316 -1 -0.1%
FFG
2795
Fortem Financial Group
California
$346K +$2.21K +7 +0.7%
CWP
2796
Core Wealth Partners
California
$346K – – –
PWAM
2797
Private Wealth Asset Management
Iowa
$345K -$382K -1,210 -54%
SCM
2798
Schnieders Capital Management
California
$344K +$632 +2 +0.2%
CAM
2799
Carret Asset Management
New York
$343K +$330K +1,045 New
GAM
2800
GEM Asset Management
Michigan
$343K +$1.58K +5 +0.5%
110 111
112
113 114