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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3051
Purus Wealth Management
California
$428K – – –
HI
3052
Horizon Investments
North Carolina
$427K -$413K -1,155 -50%
EWA
3053
Elevate Wealth Advisory
Georgia
$426K +$2.15K +6 +0.5%
PCM
3054
Poehling Capital Management
Wisconsin
$424K -$34K -95 -8%
CPG
3055
Cornerstone Planning Group
New Jersey
$424K -$279K -780 -40%
EA
3056
Ellsworth Advisors
Ohio
$424K +$407K +1,138 New
WFM
3057
Wolff Financial Management
Michigan
$423K +$3.58K +10 +0.9%
VFS
3058
Valpey Financial Services
New Hampshire
$423K – – –
SDJVC
3059
St. Denis J. Villere & Co
Louisiana
$422K – – –
WAM
3060
Walker Asset Management
Missouri
$421K – – –
PWA
3061
Physician Wealth Advisors
Utah
$420K +$11.4K +32 +3%
CFGA
3062
Cambridge Financial Group (Arizona)
Arizona
$420K -$732K -2,048 -64%
AWP
3063
Axis Wealth Partners
Rhode Island
$419K -$51.5K -144 -11%
SCM
3064
Schnieders Capital Management
California
$419K +$20.7K +58 +5%
PMSA
3065
Patrick M. Sweeney & Associates
Illinois
$418K – – –
NF
3066
Nvest Financial
New Hampshire
$418K +$1.07K +3 +0.3%
KFA
3067
Kapstone Financial Advisors
Ohio
$418K – – –
WN
3068
Williams & Novak
California
$417K – – –
JHU
3069
Johns Hopkins University
Maryland
$416K -$3.22K -9 -0.8%
SAA
3070
Southeast Asset Advisors
Georgia
$415K +$124K +346 +45%
AIP
3071
Ameritas Investment Partners
Nebraska
$415K -$715 -2 -0.2%
SCFS
3072
Stewardship Concepts Financial Services
Washington
$415K +$401K +1,121 New
SFG
3073
Strive Financial Group
Indiana
$415K +$88K +246 +28%
GSC
3074
G&S Capital
Colorado
$415K +$60.1K +168 +18%
AWA
3075
Ark Wealth Advisors
California
$414K – – –
121 122
123
124 125