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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
2826
Indie Asset Partners
Indiana
$590K – – –
FCB
2827
First County Bank
Connecticut
$590K -$23.6K -66 -4%
SC
2828
Schiavi & Co
Delaware
$590K +$107K +300 +23%
FWP
2829
Fiduciary Wealth Partners
Massachusetts
$590K +$358 +1 +0.1%
KFS
2830
Krane Financial Solutions
California
$589K +$55.1K +154 +11%
1SB
2831
1ST Source Bank
Indiana
$589K -$162K -453 -22%
JF
2832
JSF Financial
California
$588K +$210K +588 +59%
F8IS
2833
Figure 8 Investment Strategies
Idaho
$586K – – –
DA
2834
Dougherty & Associates
Florida
$586K -$69.7K -195 -11%
EWM
2835
Evolution Wealth Management
Florida
$584K -$27.9K -78 -5%
TP
2836
Tranquility Partners
Tennessee
$583K +$202K +566 +56%
MBTD
2837
Mechanics Bank - Trust Department
California
$583K -$1.79K -5 -0.3%
WA
2838
Waystone Advisors
Washington
$581K +$562K +1,571 New
SHF
2839
Safe Harbor Fiduciary
Florida
$581K – – –
SFG
2840
Shum Financial Group
California
$581K -$20.4K -57 -4%
GWWM
2841
Great Waters Wealth Management
Minnesota
$580K -$8.94K -25 -2%
TC
2842
Truvestments Capital
Florida
$579K -$655K -1,832 -54%
OCG
2843
Opus Capital Group
Ohio
$579K -$11.4K -32 -2%
PWP
2844
Prasad Wealth Partners
Ohio
$578K -$1.12M -3,146 -67%
RFA
2845
Register Financial Advisors
Georgia
$578K – – –
IIA
2846
Integrity Investment Advisors
Colorado
$578K +$110K +308 +25%
JIM
2847
JCP Investment Management
Texas
$577K – – –
ARC
2848
Advisor Resource Council
Texas
$577K +$358 +1 +0.1%
PCMN
2849
Paradigm Capital Management (Nevada)
Nevada
$576K -$715 -2 -0.1%
OWA
2850
One Wealth Advisors
California
$575K -$58.3K -163 -9%
112 113
114
115 116