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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3076
Charter Capital Management
Wisconsin
$403K – – –
WAG
3077
Wheelhouse Advisory Group
Missouri
$403K -$1.07K -3 -0.3%
OGF
3078
Orin Green Financial
California
$403K -$76.5K -214 -16%
NFA
3079
Northwest Financial Advisors
Virginia
$402K -$6.44K -18 -2%
PS
3080
Planned Solutions
California
$402K +$389K +1,087 New
TA
3081
Tectonic Advisors
Texas
$402K -$26.5K -74 -6%
MA
3082
Macro Advisors
Pennsylvania
$401K +$388K +1,085 New
CCFCSB
3083
Cape Cod Five Cents Savings Bank
Massachusetts
$401K +$387K +1,083 New
FAM
3084
Forte Asset Management
New York
$400K – – –
G
3085
Gainplan
Michigan
$400K +$3.93K +11 +1%
HPWM
3086
High Point Wealth Management
New Jersey
$398K +$1.07K +3 +0.3%
BWMG
3087
Bannerman Wealth Management Group
Texas
$396K +$383K +1,071 New
AW
3088
Alteri Wealth
California
$396K -$29K -81 -7%
BFP
3089
Birchwood Financial Partners
Minnesota
$395K +$57.6K +161 +18%
JTF
3090
J. Team Financial
Texas
$392K +$1.07K +3 +0.3%
AGAM
3091
AK Global Asset Management
California
$392K +$379K +1,060 New
TP
3092
Thayer Partners
Pennsylvania
$392K +$86.5K +242 +30%
RA
3093
Rise Advisors
New York
$391K +$1.07K +3 +0.3%
PAW
3094
Plan A Wealth
Nebraska
$390K -$287K -802 -43%
WFS
3095
Walker Financial Services
Kentucky
$389K – – –
SPWM
3096
Smith Partners Wealth Management
North Carolina
$389K -$15K -42 -4%
SA
3097
SPG Advisors
Washington
$389K +$358 +1 +0.1%
WA
3098
Wealth Alliance
New York
$388K +$375K +1,049 New
AIS
3099
Accredited Investor Services
Minnesota
$388K – – –
CAM
3100
Carret Asset Management
New York
$387K – – –
122 123
124
125 126