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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
3026
Tribridge Partners Financial
Maryland
$446K -$113K -317 -21%
BDFN
3027
Bond & Devick Financial Network
Minnesota
$445K +$34.3K +96 +9%
RSWA
3028
Robinson Smith Wealth Advisors
Maine
$444K +$55.8K +156 +15%
AP
3029
Advisortrust Partners
North Carolina
$438K – – –
SWM
3030
SpringVest Wealth Management
Texas
$437K +$89.4K +250 +27%
SFA
3031
Souders Financial Advisors
Ohio
$437K +$34K +95 +9%
LFPWM
3032
Leicht Financial Planning & Wealth Management
New Jersey
$437K +$73.7K +206 +21%
PCMC
3033
Paragon Capital Management (Colorado)
Colorado
$436K -$111K -311 -21%
TBWA
3034
Three Bridge Wealth Advisors
California
$436K – – –
VAMG
3035
Voisard Asset Management Group
Michigan
$435K +$47.9K +134 +13%
PCG
3036
PFC Capital Group
California
$435K – – –
GAM
3037
Gould Asset Management
California
$435K – – –
HT
3038
Heritage Trust
Oklahoma
$434K +$111K +310 +36%
FSA
3039
Financial Security Advisor
Virginia
$434K -$317K -886 -43%
GF
3040
Goodman Financial
Texas
$434K +$715 +2 +0.2%
CCM
3041
Cambridge Capital Management
Illinois
$433K +$1.43K +4 +0.3%
VW
3042
Vance Wealth
California
$433K +$5.01K +14 +1%
WW
3043
Winnow Wealth
Texas
$433K +$418K +1,169 New
SF
3044
Succession Financial
Texas
$432K +$417K +1,167 New
RWM
3045
RKL Wealth Management
Pennsylvania
$431K +$715 +2 +0.2%
PS
3046
Portfolio Strategies
New York
$431K -$33.8M -94,397 -99%
RWM
3047
Ruedi Wealth Management
Illinois
$431K -$1.43K -4 -0.3%
SMWM
3048
Silvia McColl Wealth Management
California
$430K – – –
OIS
3049
Okabena Investment Services
Minnesota
$430K – – –
PPWP
3050
Premier Path Wealth Partners
New Jersey
$429K +$23.6K +66 +6%
120 121
122
123 124