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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2976
Brewster Financial Planning
New York
$219K – – –
EM
2977
Excalibur Management
Massachusetts
$219K +$221K +756 New
SA
2978
SRH Advisors
Kansas
$218K -$27.7K -95 -11%
WLG
2979
Williamson Legacy Group
Indiana
$218K – – –
LAMNM
2980
Longview Asset Management (New Mexico)
New Mexico
$217K +$218K +748 New
SC
2981
Shearwater Capital
Colorado
$216K – – –
PF
2982
Prosperitas Financial
California
$216K – – –
SIG
2983
Sargent Investment Group
Maryland
$216K – – –
ACM
2984
Ardent Capital Management
Ohio
$216K – – –
FNB
2985
Farmers National Bank
Kentucky
$215K +$216K +742 New
FWM
2986
Foguth Wealth Management
Michigan
$214K +$207K +710 New
PA
2987
Persium Advisors
Georgia
$214K +$215K +738 New
EGA
2988
E&G Advisors
Texas
$213K +$1.46K +5 +0.7%
WWC
2989
Waypoint Wealth Counsel
Georgia
$213K +$214K +734 New
XWM
2990
Xcel Wealth Management
Florida
$212K – – –
SPFA
2991
Summit Place Financial Advisors
New Jersey
$212K +$1.46K +5 +0.7%
AC
2992
Attessa Capital
Arizona
$212K +$213K +730 New
CTFG
2993
Capstone Triton Financial Group
Oklahoma
$211K +$292 +1 +0.1%
LCM
2994
LVM Capital Management
Michigan
$211K +$213K +730 New
FLA
2995
Financial Life Advisors
Texas
$211K -$8.75K -30 -4%
SFA
2996
Spectrum Financial Alliance
Kentucky
$211K +$584 +2 +0.3%
TWPM
2997
Total Wealth Planning & Management
Florida
$211K +$212K +727 New
FPGT
2998
Financial Partners Group (Tennessee)
Tennessee
$210K +$212K +726 New
CCP
2999
Clarity Capital Partners
California
$210K – – –
SW
3000
SMART Wealth
Nebraska
$210K +$211K +724 New
118 119
120
121 122