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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3051
Straight Path Wealth Management
Michigan
$225K – – –
MA
3052
McGrath & Associates
North Carolina
$223K +$215K +681 New
UWP
3053
Uniting Wealth Partners
Kansas
$223K +$214K +678 New
MMM
3054
Mendel Money Management
Illinois
$223K – – –
IPWA
3055
International Private Wealth Advisors
California
$222K +$214K +678 New
FPL
3056
Fortress Private Ledger
North Carolina
$222K +$214K +677 New
RAM
3057
Redmond Asset Management
Virginia
$221K +$632 +2 +0.3%
MPW
3058
MA Private Wealth
California
$221K – – –
RA
3059
Rise Advisors
New York
$219K +$632 +2 +0.3%
GF
3060
Gimbal Financial
Indiana
$219K +$632 +2 +0.3%
WHG
3061
Westwood Holdings Group
Texas
$219K -$26.9K -85 -11%
CWM
3062
Core Wealth Management
Florida
$219K -$2.84K -9 -1%
TTWM
3063
TCV Trust & Wealth Management
Virginia
$218K -$4.42K -14 -2%
SA
3064
Shilanski & Associates
Alaska
$218K – – –
LP
3065
LGL Partners
Pennsylvania
$217K – – –
OA
3066
Oceanside Advisors
South Carolina
$217K +$208K +660 New
FMC
3067
First Merchants Corp
Indiana
$216K – – –
IWA
3068
Integrity Wealth Advisors
California
$216K +$215K +681 New
GF
3069
GGM Financials
Ohio
$216K +$208K +657 New
VDI
3070
Vaughan David Investments
Illinois
$214K +$206K +653 New
CWA
3071
Continuum Wealth Advisors
New York
$214K +$206K +652 New
FPCG
3072
Forum Private Client Group
Indiana
$214K -$28.7K -91 -12%
XWM
3073
Xcel Wealth Management
Florida
$214K +$206K +651 New
4FG
3074
4Thought Financial Group
New York
$214K +$632 +2 +0.3%
SW
3075
StrongBox Wealth
Missouri
$213K +$205K +648 New
121 122
123
124 125