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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3026
Woodstock Corp
Massachusetts
$365K – – –
EAN
3027
Excelsior Advisor Network
Colorado
$365K +$362K +1,089 New
SCM
3028
Saxony Capital Management
Missouri
$364K -$27.9K -84 -7%
FWIA
3029
Fort Washington Investment Advisors
Ohio
$364K – – –
HIS
3030
Harvest Investment Services
Illinois
$364K +$86.5K +260 +32%
FAM
3031
Forte Asset Management
New York
$362K – – –
TWPM
3032
Total Wealth Planning & Management
Florida
$362K +$359K +1,080 New
PMG
3033
ProVise Management Group
Florida
$361K -$3.33K -10 -0.9%
OGF
3034
Orin Green Financial
California
$360K -$49.9K -150 -12%
YAL
3035
Your Advocates Ltd
Texas
$360K +$2.66K +8 +0.7%
KFA
3036
Kapstone Financial Advisors
Ohio
$360K +$76.2K +229 +27%
AC
3037
AWM Capital
Arizona
$360K +$4.99K +15 +1%
SCM
3038
Schnieders Capital Management
California
$360K +$7.98K +24 +2%
WSA
3039
Wealth Science Advisors
Georgia
$360K +$357K +1,073 New
NFA
3040
Northwest Financial Advisors
Virginia
$359K -$31.3K -94 -8%
AGAM
3041
AK Global Asset Management
California
$359K +$356K +1,070 New
HPWM
3042
High Point Wealth Management
New Jersey
$359K +$356K +1,070 New
TR
3043
Tepp RIA
New Jersey
$359K +$14.3K +43 +4%
G
3044
Gainplan
Michigan
$358K +$356K +1,069 New
DWMS
3045
Dominguez Wealth Management Solutions
Virginia
$358K -$19K -57 -5%
PFWA
3046
Paces Ferry Wealth Advisors
Georgia
$358K +$121K +365 +52%
VDC
3047
Van Diest Capital
Iowa
$357K +$354K +1,065 New
PMG
3048
Private Management Group
California
$356K +$45.6K +137 +15%
RSWA
3049
Robinson Smith Wealth Advisors
Maine
$355K – – –
WAG
3050
Wheelhouse Advisory Group
Missouri
$354K -$28.9K -87 -8%
120 121
122
123 124