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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3001
Sightline Wealth Advisors
Connecticut
$245K -$1.9K -6 -0.8%
RAM
3002
Riggs Asset Management
Pennsylvania
$245K – – –
SC
3003
Shearwater Capital
Colorado
$245K – – –
MWM
3004
Mindset Wealth Management
Indiana
$245K – – –
PF
3005
Prosperitas Financial
California
$244K – – –
EPIMS
3006
Evelyn Partners Investment Management Services
$244K – – –
FNB
3007
Farmers National Bank
Kentucky
$244K – – –
NHFG
3008
New Harbor Financial Group
Massachusetts
$243K +$233K +739 New
TIP
3009
Torray Investment Partners
Maryland
$242K +$632 +2 +0.3%
PA
3010
Persium Advisors
Georgia
$242K – – –
BF
3011
Brucke Financial
Indiana
$242K +$8.53K +27 +4%
KCM
3012
KM Capital Management
Texas
$242K +$316 +1 +0.1%
MSF
3013
Mustard Seed Financial
Arkansas
$242K – – –
HAFS
3014
Hapanowicz & Associates Financial Services
Pennsylvania
$241K -$67.3K -213 -23%
CTFG
3015
Capstone Triton Financial Group
Oklahoma
$240K +$948 +3 +0.4%
PJSIMP
3016
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K +$231K +732 New
LCM
3017
LVM Capital Management
Michigan
$240K +$3.79K +12 +2%
BAM
3018
Berkshire Asset Management
Pennsylvania
$239K – – –
CG
3019
Clifford Group
Massachusetts
$239K – – –
FLA
3020
Financial Life Advisors
Texas
$239K – – –
BSA
3021
Braun Stacey Associates
New York
$239K -$72.7K -230 -24%
CWAF
3022
Core Wealth Advisors (Florida)
Florida
$239K -$28.7K -91 -11%
SFA
3023
Spectrum Financial Alliance
Kentucky
$238K -$299K -948 -57%
CWP
3024
CFM Wealth Partners
Texas
$238K +$632 +2 +0.3%
SAM
3025
Strategy Asset Managers
California
$238K – – –
119 120
121
122 123