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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3026
Pin Oak Investment Advisors
Texas
$219K – – –
WCM
3027
Warburton Capital Management
Oklahoma
$219K +$197K +702 New
LCM
3028
LVM Capital Management
Michigan
$219K +$203K +720 New
AA
3029
Argent Advisors
Louisiana
$219K +$203K +720 New
RMP
3030
Richards, Merrill & Peterson
Washington
$218K +$105K +375 +109%
KIG
3031
Kennedy Investment Group
New Jersey
$218K +$202K +718 New
SA
3032
Stewardship Advisors
Pennsylvania
$218K +$202K +717 New
TA
3033
Townsend & Associates
Colorado
$217K +$195K +692 New
SFG
3034
Synergy Financial Group
California
$216K +$200K +710 New
BCM
3035
Buckhead Capital Management
Georgia
$214K +$198K +703 New
PFWA
3036
Paces Ferry Wealth Advisors
Georgia
$214K +$198K +703 New
FB
3037
Finward Bancorp
Indiana
$213K +$197K +702 New
CSA
3038
Cottage Street Advisors
Massachusetts
$213K +$197K +701 New
APW
3039
Aventura Private Wealth
Florida
$212K +$68.3K +243 +53%
MC
3040
Middleton & Co
Massachusetts
$212K +$196K +697 New
EFA
3041
Evernest Financial Advisors
Indiana
$212K +$196K +696 New
SFP
3042
Sterling Financial Planning
New Jersey
$211K +$195K +694 New
BF
3043
Brucke Financial
Indiana
$211K +$195K +693 New
FPW
3044
Fairvoy Private Wealth
Alabama
$210K +$194K +690 New
PAIM
3045
Punch & Associates Investment Management
Minnesota
$209K +$77.9K +277 +67%
BFF
3046
Byrne Financial Freedom
Massachusetts
$209K +$193K +687 New
NWA
3047
Navis Wealth Advisors
New York
$208K +$193K +686 New
SPWM
3048
Straight Path Wealth Management
Michigan
$208K -$34.3K -122 -15%
SMF
3049
Scott Marsh Financial
Utah
$208K +$193K +685 New
MMM
3050
Mendel Money Management
Illinois
$206K +$191K +679 New
120 121
122
123 124