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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
2976
Community Trust & Investment
Kentucky
$235K – – –
HFBOT
2977
Home Federal Bank of Tennessee
Tennessee
$235K – – –
KHCM
2978
Kirtland Hills Capital Management
Ohio
$235K +$218K +774 New
HHGA
2979
Halbert Hargrove Global Advisors
California
$235K – – –
KL
2980
KilterHowling LLC
Colorado
$234K – – –
WBG
2981
Wharton Business Group
Pennsylvania
$233K – – –
EI
2982
Ethic Inc
New York
$232K +$215K +766 New
PIWA
2983
Prevail Innovative Wealth Advisors
Kansas
$232K -$37.4K -133 -15%
SPFA
2984
Summit Place Financial Advisors
New Jersey
$231K +$8.44K +30 +4%
EM
2985
Excalibur Management
Massachusetts
$230K – – –
MTIC
2986
Missouri Trust & Investment Company
Missouri
$230K – – –
BWG
2987
Boomfish Wealth Group
Georgia
$229K +$212K +755 New
DCA
2988
DSG Capital Advisors
Minnesota
$229K -$437K -1,554 -67%
SWA
2989
Sightline Wealth Advisors
Connecticut
$229K +$212K +753 New
WHG
2990
Westwood Holdings Group
Texas
$229K +$212K +753 New
WLG
2991
Williamson Legacy Group
Indiana
$229K – – –
T
2992
Transce3nd
Texas
$227K +$281 +1 +0.1%
RAM
2993
Riggs Asset Management
Pennsylvania
$227K – – –
SC
2994
Shearwater Capital
Colorado
$227K – – –
MWM
2995
Mindset Wealth Management
Indiana
$227K – – –
CCWM
2996
Correct Capital Wealth Management
Missouri
$227K +$210K +746 New
PF
2997
Prosperitas Financial
California
$226K – – –
BWM
2998
BlackDiamond Wealth Management
New York
$226K -$2.81K -10 -1%
FPCG
2999
Forum Private Client Group
Indiana
$226K +$209K +743 New
EPIMS
3000
Evelyn Partners Investment Management Services
$226K -$126K -449 -38%
118 119
120
121 122