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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
3001
TCV Trust & Wealth Management
Virginia
$208K – – –
CFA
3002
Camarda Financial Advisors
Florida
$207K +$208K +714 New
CWM
3003
Campbell Wealth Management
Virginia
$207K +$208K +714 New
TWP
3004
Total Wealth Planning
Ohio
$207K – – –
CSA
3005
Cottage Street Advisors
Massachusetts
$206K -$83.7K -287 -29%
BBNA
3006
Bremer Bank National Association
Minnesota
$206K -$5.25K -18 -2%
TMWM
3007
Taylor & Morgan Wealth Management
Michigan
$206K -$8.46K -29 -4%
SFG
3008
Synergy Financial Group
California
$206K – – –
BOC
3009
Bull Oak Capital
California
$205K +$292 +1 +0.1%
AA
3010
Argent Advisors
Louisiana
$205K -$418K -1,434 -67%
BCM
3011
Buckhead Capital Management
Georgia
$204K +$206K +705 New
4WM
3012
49 Wealth Management
Texas
$204K -$47.6K -163 -19%
CCWM
3013
Correct Capital Wealth Management
Missouri
$204K -$23.1K -79 -10%
LWA
3014
Lowe Wealth Advisors
Maryland
$203K +$46.7K +160 +30%
FB
3015
Finward Bancorp
Indiana
$203K +$205K +702 New
SWA
3016
Sightline Wealth Advisors
Connecticut
$203K +$205K +702 New
WCM
3017
Warburton Capital Management
Oklahoma
$203K +$205K +702 New
FFP
3018
Frisco Financial Planning
Texas
$202K +$203K +697 New
MC
3019
Middleton & Co
Massachusetts
$202K -$39.4K -135 -16%
EFA
3020
Evernest Financial Advisors
Indiana
$202K +$203K +696 New
GF
3021
Goodman Financial
Texas
$202K +$203K +695 New
KWM
3022
KFG Wealth Management
Indiana
$201K +$202K +693 New
SWM
3023
SK Wealth Management
Rhode Island
$200K – – –
4FG
3024
4Thought Financial Group
New York
$196K +$1.46K +5 +0.7%
RA
3025
Rise Advisors
New York
$194K +$1.17K +4 +0.6%
119 120
121
122 123