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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
3026
Northwest Financial Advisors
Virginia
$354K +$11.1K +33 +3%
IWA
3027
Independent Wealth Advisors
North Carolina
$354K +$22.1K +66 +6%
PWA
3028
Physician Wealth Advisors
Utah
$354K +$4.03K +12 +1%
RFA
3029
Rollins Financial Advisors
New York
$354K – – –
PWMG
3030
Prestige Wealth Management Group
New Jersey
$353K +$3.69K +11 +1%
PWP
3031
Phillips Wealth Planners
Mississippi
$353K +$326K +971 New
CWM
3032
ClientFirst Wealth Management
Arkansas
$353K – – –
SCM
3033
Sollinda Capital Management
Florida
$352K -$72.5K -216 -16%
PPWP
3034
Premier Path Wealth Partners
New Jersey
$351K – – –
FAM
3035
Flaharty Asset Management
Florida
$351K – – –
RP
3036
Riverwater Partners
Wisconsin
$350K – – –
SPWM
3037
Smith Partners Wealth Management
North Carolina
$350K – – –
WAG
3038
Wheelhouse Advisory Group
Missouri
$350K +$15.1K +45 +4%
CCM
3039
Chaney Capital Management
Washington
$350K – – –
CCM
3040
Charter Capital Management
Wisconsin
$349K – – –
FWIA
3041
Fort Washington Investment Advisors
Ohio
$349K +$1.34K +4 +0.4%
SFA
3042
Souders Financial Advisors
Ohio
$349K +$21.8K +65 +6%
SCM
3043
Saxony Capital Management
Missouri
$349K – – –
FAM
3044
Forte Asset Management
New York
$346K – – –
CA
3045
Cannon Advisors
North Carolina
$346K +$55.7K +166 +18%
CIA
3046
Cohen Investment Advisors
New Hampshire
$345K +$24.2K +72 +7%
HPWM
3047
High Point Wealth Management
New Jersey
$344K +$1.01K +3 +0.3%
SCM
3048
Schnieders Capital Management
California
$344K – – –
TFA
3049
Teamwork Financial Advisors
Texas
$343K +$143K +427 +66%
SAM
3050
Strategy Asset Managers
California
$343K +$37.9K +113 +12%
120 121
122
123 124