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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2826
Bosun Asset Management
Illinois
$304K – – –
JC
2827
JBF Capital
Colorado
$304K – – –
TPW
2828
Transatlantique Private Wealth
New York
$304K +$281K +1,000 New
PFA
2829
Pinnacle Family Advisors
Missouri
$303K – – –
NAMM
2830
NorthStar Asset Management (Massachusetts)
Massachusetts
$303K -$8.44K -30 -3%
EBT
2831
Enterprise Bank & Trust
Massachusetts
$303K – – –
MC
2832
Matisse Capital
Oregon
$302K – – –
FAM
2833
Flaharty Asset Management
Florida
$302K -$15.8K -56 -5%
LF
2834
LifeSteps Financial
California
$302K +$279K +993 New
AF
2835
Abound Financial
California
$301K – – –
DP
2836
Divergent Planning
Maryland
$301K +$279K +991 New
DI
2837
DDFG Inc
California
$301K -$5.34K -19 -2%
DLCIG
2838
D.L. Carlson Investment Group
New Hampshire
$300K – – –
WWA
2839
Wisconsin Wealth Advisors
Wisconsin
$298K – – –
AA
2840
Auxano Advisors
Washington
$298K -$36.6K -130 -12%
TFG
2841
Tull Financial Group
Virginia
$297K +$9.56K +34 +4%
RPA
2842
Rock Point Advisors
Vermont
$296K – – –
IPW
2843
Invictus Private Wealth
Colorado
$296K -$76.5K -272 -22%
FA
2844
Fortis Advisors
Pennsylvania
$296K -$28.1K -100 -9%
CF
2845
Copperwynd Financial
Arizona
$295K -$4.72M -16,776 -95%
PPA
2846
Pacific Point Advisors
California
$295K – – –
WMP
2847
Wealth Management Partners
Arizona
$295K – – –
GIA
2848
Goodwin Investment Advisory
Georgia
$295K – – –
HCM
2849
HMS Capital Management
Tennessee
$293K -$177K -630 -40%
MCM
2850
Mengis Capital Management
Oregon
$293K – – –
112 113
114
115 116