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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3001
MOKAN Wealth Management
Kansas
$450K +$1.07K +3 +0.2%
OHIS
3002
Oak Harvest Investment Services
Texas
$450K -$210K -588 -33%
CHIA
3003
Copper Harbor Investment Advisors
Wisconsin
$448K +$433K +1,210 New
AWM
3004
AAF Wealth Management
Massachusetts
$447K – – –
EIM
3005
Essex Investment Management
Massachusetts
$446K – – –
IPW
3006
Impact Partnership Wealth
Georgia
$446K +$431K +1,206 New
TPF
3007
Tribridge Partners Financial
Maryland
$446K -$113K -317 -21%
BDFN
3008
Bond & Devick Financial Network
Minnesota
$445K +$34.3K +96 +9%
RSWA
3009
Robinson Smith Wealth Advisors
Maine
$444K +$55.8K +156 +15%
AP
3010
Advisortrust Partners
North Carolina
$438K – – –
SWM
3011
SpringVest Wealth Management
Texas
$437K +$89.4K +250 +27%
SFA
3012
Souders Financial Advisors
Ohio
$437K +$34K +95 +9%
LFPWM
3013
Leicht Financial Planning & Wealth Management
New Jersey
$437K +$73.7K +206 +21%
PCMC
3014
Paragon Capital Management (Colorado)
Colorado
$436K -$111K -311 -21%
TBWA
3015
Three Bridge Wealth Advisors
California
$436K – – –
VAMG
3016
Voisard Asset Management Group
Michigan
$435K +$47.9K +134 +13%
PCG
3017
PFC Capital Group
California
$435K – – –
GAM
3018
Gould Asset Management
California
$435K – – –
HT
3019
Heritage Trust
Oklahoma
$434K +$111K +310 +36%
FSA
3020
Financial Security Advisor
Virginia
$434K -$317K -886 -43%
GF
3021
Goodman Financial
Texas
$434K +$715 +2 +0.2%
CCM
3022
Cambridge Capital Management
Illinois
$433K +$1.43K +4 +0.3%
VW
3023
Vance Wealth
California
$433K +$5.01K +14 +1%
WW
3024
Winnow Wealth
Texas
$433K +$418K +1,169 New
SF
3025
Succession Financial
Texas
$432K +$417K +1,167 New
119 120
121
122 123