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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3076
Cadence Wealth Management
Massachusetts
$330K -$37.2K -111 -10%
FF
3077
Formulate Financial
Florida
$329K +$345K +1,027 New
EPA
3078
Element Pointe Advisors
Florida
$329K -$155K -462 -31%
MKA
3079
M. Kulyk & Associates
Georgia
$328K -$55K -164 -14%
CBT
3080
Central Bank & Trust
Kentucky
$327K +$342K +1,020 New
MAM
3081
Milestone Asset Management
Pennsylvania
$325K +$83.5K +249 +33%
HPC
3082
Hobart Private Capital
North Carolina
$325K – – –
WC
3083
Woodstock Corp
Massachusetts
$325K -$25.8K -77 -7%
WAM
3084
Wernau Asset Management
Massachusetts
$324K +$671 +2 +0.2%
TP
3085
Tranquility Partners
Tennessee
$324K – – –
PA
3086
Paragon Advisors
Texas
$323K +$23.5K +70 +7%
GWCM
3087
Godshalk Welsh Capital Management
Pennsylvania
$323K – – –
SMAM
3088
Sugar Maple Asset Management
Wisconsin
$322K – – –
NWWA
3089
New Wave Wealth Advisors
Arkansas
$321K +$64.4K +192 +24%
JC
3090
JBF Capital
Colorado
$321K – – –
WG
3091
WMS Group
Louisiana
$321K – – –
AP
3092
Anchyra Partners
Georgia
$321K +$105K +312 +45%
JF
3093
JSF Financial
California
$321K +$671 +2 +0.2%
KIG
3094
Kennedy Investment Group
New Jersey
$321K -$1.01K -3 -0.3%
DI
3095
DDFG Inc
California
$321K +$1.01K +3 +0.3%
AC
3096
Addison Capital
Pennsylvania
$320K +$335K +997 New
NAMM
3097
NorthStar Asset Management (Massachusetts)
Massachusetts
$320K – – –
MWP
3098
MYCIO Wealth Partners
Pennsylvania
$320K +$212K +632 +173%
LFWA
3099
LiftPoint Family Wealth Advisors
New Jersey
$318K – – –
KCIA
3100
Kingsbury Capital Investment Advisors
Illinois
$318K +$333K +992 New
122 123
124
125 126