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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3026
RKL Wealth Management
Pennsylvania
$431K +$715 +2 +0.2%
PS
3027
Portfolio Strategies
New York
$431K -$33.8M -94,397 -99%
RWM
3028
Ruedi Wealth Management
Illinois
$431K -$1.43K -4 -0.3%
SMWM
3029
Silvia McColl Wealth Management
California
$430K – – –
OIS
3030
Okabena Investment Services
Minnesota
$430K – – –
PPWP
3031
Premier Path Wealth Partners
New Jersey
$429K +$23.6K +66 +6%
PWM
3032
Purus Wealth Management
California
$428K – – –
HI
3033
Horizon Investments
North Carolina
$427K -$413K -1,155 -50%
EWA
3034
Elevate Wealth Advisory
Georgia
$426K +$2.15K +6 +0.5%
PCM
3035
Poehling Capital Management
Wisconsin
$424K -$34K -95 -8%
CPG
3036
Cornerstone Planning Group
New Jersey
$424K -$279K -780 -40%
EA
3037
Ellsworth Advisors
Ohio
$424K +$407K +1,138 New
WFM
3038
Wolff Financial Management
Michigan
$423K +$3.58K +10 +0.9%
VFS
3039
Valpey Financial Services
New Hampshire
$423K – – –
SDJVC
3040
St. Denis J. Villere & Co
Louisiana
$422K – – –
WAM
3041
Walker Asset Management
Missouri
$421K – – –
PWA
3042
Physician Wealth Advisors
Utah
$420K +$11.4K +32 +3%
CFGA
3043
Cambridge Financial Group (Arizona)
Arizona
$420K -$732K -2,048 -64%
AWP
3044
Axis Wealth Partners
Rhode Island
$419K -$51.5K -144 -11%
SCM
3045
Schnieders Capital Management
California
$419K +$20.7K +58 +5%
PMSA
3046
Patrick M. Sweeney & Associates
Illinois
$418K – – –
NF
3047
Nvest Financial
New Hampshire
$418K +$1.07K +3 +0.3%
KFA
3048
Kapstone Financial Advisors
Ohio
$418K – – –
WN
3049
Williams & Novak
California
$417K – – –
JHU
3050
Johns Hopkins University
Maryland
$416K -$3.22K -9 -0.8%
120 121
122
123 124