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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2801
Invera Wealth Advisors
Oregon
$341K – – –
IPW
2802
Impact Partnership Wealth
Georgia
$340K +$328K +1,037 New
FPWM
2803
FSB Premier Wealth Management
Iowa
$338K -$632 -2 -0.2%
CWM
2804
Cadence Wealth Management
Massachusetts
$337K -$313K -991 -49%
TR
2805
Tepp RIA
New Jersey
$337K +$632 +2 +0.2%
HNWA
2806
Henrickson Nauta Wealth Advisors
Michigan
$337K -$3.48K -11 -1%
OAM
2807
Occidental Asset Management
California
$336K +$3.16K +10 +1%
TP
2808
Tranquility Partners
Tennessee
$336K -$13K -41 -4%
SFA
2809
Souders Financial Advisors
Ohio
$335K +$323K +1,022 New
CCFCSB
2810
Cape Cod Five Cents Savings Bank
Massachusetts
$335K – – –
JBW
2811
Journey Beyond Wealth
Georgia
$334K -$56.2K -178 -15%
CAM
2812
Concorde Asset Management
Michigan
$333K +$320K +1,012 New
HPC
2813
Hobart Private Capital
North Carolina
$332K – – –
GWCM
2814
Godshalk Welsh Capital Management
Pennsylvania
$330K – – –
SMAM
2815
Sugar Maple Asset Management
Wisconsin
$330K -$15.8K -50 -5%
BAM
2816
Bosun Asset Management
Illinois
$328K – – –
JC
2817
JBF Capital
Colorado
$328K – – –
DP
2818
Divergent Planning
Maryland
$327K +$316 +1 +0.1%
NAMM
2819
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K – – –
RT
2820
Rockland Trust
Massachusetts
$327K +$315K +997 New
SIM
2821
Sims Investment Management
Ohio
$326K +$17.7K +56 +6%
AF
2822
Abound Financial
California
$326K – – –
DI
2823
DDFG Inc
California
$325K +$316 +1 +0.1%
PFA
2824
Pinnacle Family Advisors
Missouri
$325K -$3.16K -10 -1%
KA
2825
Kure Advisory
Minnesota
$324K -$47.4K -150 -13%
111 112
113
114 115