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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3076
StrongBox Wealth
Missouri
$213K +$205K +648 New
SWP
3077
ShoreHaven Wealth Partners
New Jersey
$212K +$204K +645 New
KV
3078
Kickstand Ventures
New York
$212K -$10.4K -33 -5%
AAM
3079
Aureus Asset Management
Massachusetts
$210K +$202K +640 New
RWB
3080
RMR Wealth Builders
New Jersey
$209K +$201K +635 New
BWM
3081
Blossom Wealth Management
California
$208K +$200K +633 New
IPW
3082
Invictus Private Wealth
Colorado
$207K -$108K -343 -35%
LAMNM
3083
Longview Asset Management (New Mexico)
New Mexico
$207K -$13K -41 -6%
RWM
3084
Rezny Wealth Management
Florida
$207K -$11.7K -37 -6%
CSA
3085
Cottage Street Advisors
Massachusetts
$207K -$22.4K -71 -10%
AIA
3086
Alternative Investment Advisors
Florida
$206K +$199K +629 New
MLIC
3087
Mandatum Life Insurance Company
Finland
$206K +$198K +628 New
PWM
3088
PMG Wealth Management
Illinois
$206K +$199K +629 New
WDL
3089
Well Done LLC
Michigan
$205K +$198K +626 New
MWM
3090
Meritas Wealth Management
California
$205K +$198K +626 New
HCM
3091
Hall Capital Management
Rhode Island
$205K +$197K +625 New
MFG
3092
Mann Financial Group
Minnesota
$205K +$197K +625 New
HSWS
3093
Higgins & Schmidt Wealth Strategies
Colorado
$204K +$196K +622 New
NFW
3094
Noble Family Wealth
Florida
$204K +$196K +622 New
PWG
3095
Portside Wealth Group
Utah
$202K +$194K +615 New
HAG
3096
HF Advisory Group
Maryland
$202K -$1.19M -3,780 -86%
TI
3097
Trexquant Investment
Connecticut
$201K -$15.2K -48 -7%
LIA
3098
Luken Investment Analytics
Tennessee
$200K – – –
AIM
3099
Alhambra Investment Management
Florida
$200K +$193K +610 New
SSA
3100
SSA Swiss Advisors
$200K – – –
122 123
124
125 126