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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3001
Centerpoint Advisory Group
Kansas
$225K +$208K +739 New
PA
3002
Persium Advisors
Georgia
$224K – – –
TIP
3003
Torray Investment Partners
Maryland
$224K +$207K +737 New
MSF
3004
Mustard Seed Financial
Arkansas
$224K +$207K +736 New
EGA
3005
E&G Advisors
Texas
$224K – – –
KCM
3006
KM Capital Management
Texas
$223K -$25.6K -91 -11%
HFO
3007
Heritage Family Offices
Arizona
$223K – – –
CPG
3008
Cornerstone Planning Group
New Jersey
$222K -$311K -1,107 -61%
AAM
3009
Ackerman Asset Management
Maryland
$222K – – –
CTFG
3010
Capstone Triton Financial Group
Oklahoma
$222K +$205K +729 New
RWM
3011
RMG Wealth Management
Wisconsin
$221K +$201K +716 New
BAM
3012
Berkshire Asset Management
Pennsylvania
$221K -$4.78K -17 -2%
CG
3013
Clifford Group
Massachusetts
$221K – – –
FLA
3014
Financial Life Advisors
Texas
$221K – – –
NFSG
3015
Newbridge Financial Services Group
Florida
$221K +$26.2K +93 +15%
TWPM
3016
Total Wealth Planning & Management
Florida
$221K +$204K +727 New
SAM
3017
Strategy Asset Managers
California
$220K -$88.9K -316 -30%
FFL
3018
Future Fund LLC
Illinois
$220K +$204K +725 New
JPLA
3019
Joseph P. Lucia & Associates
New York
$220K -$21.1K -75 -9%
CWP
3020
CFM Wealth Partners
Texas
$220K +$204K +724 New
LFG
3021
Lockerman Financial Group
California
$220K +$203K +723 New
SRCM
3022
Signature Resources Capital Management
California
$219K -$77.1K -274 -28%
POIA
3023
Pin Oak Investment Advisors
Texas
$219K – – –
WCM
3024
Warburton Capital Management
Oklahoma
$219K +$197K +702 New
LCM
3025
LVM Capital Management
Michigan
$219K +$203K +720 New
119 120
121
122 123