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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3076
Spectrum Investment Advisors
Wisconsin
$414K -$8.22K -23 -2%
BWM
3077
BAM Wealth Management
Colorado
$413K +$399K +1,115 New
CFG
3078
Compton Financial Group
Maryland
$411K – – –
MA
3079
McGrath & Associates
North Carolina
$411K -$1.79K -5 -0.4%
C1AG
3080
Client 1st Advisory Group
Florida
$411K – – –
PA
3081
Paragon Advisors
Texas
$410K +$36.1K +101 +10%
SSWM
3082
Strait & Sound Wealth Management
California
$410K – – –
TC
3083
TownSquare Capital
Utah
$410K +$396K +1,108 New
LS
3084
LCW Services
Virginia
$410K -$48.3K -135 -11%
PWMG
3085
Prestige Wealth Management Group
New Jersey
$409K +$1.79K +5 +0.5%
SCM
3086
Saxony Capital Management
Missouri
$409K +$6.08K +17 +2%
EP
3087
Ehrenkranz Partners
New York
$408K -$19K -53 -5%
RFA
3088
Rollins Financial Advisors
New York
$408K +$358 +1 +0.1%
CWM
3089
ClientFirst Wealth Management
Arkansas
$407K – – –
T
3090
Transce3nd
Texas
$406K +$283K +792 +267%
WA
3091
WealthTrust Axiom
Pennsylvania
$406K +$392K +1,097 New
PW
3092
Potentia Wealth
California
$404K -$19K -53 -5%
IWS
3093
Insight Wealth Strategies
California
$404K +$110K +308 +39%
CCM
3094
Chaney Capital Management
Washington
$403K – – –
CCM
3095
Charter Capital Management
Wisconsin
$403K – – –
WAG
3096
Wheelhouse Advisory Group
Missouri
$403K -$1.07K -3 -0.3%
OGF
3097
Orin Green Financial
California
$403K -$76.5K -214 -16%
NFA
3098
Northwest Financial Advisors
Virginia
$402K -$6.44K -18 -2%
PS
3099
Planned Solutions
California
$402K +$389K +1,087 New
TA
3100
Tectonic Advisors
Texas
$402K -$26.5K -74 -6%
122 123
124
125 126