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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
3101
River Street Advisors
Illinois
$323K +$3.99K +12 +1%
DP
3102
Divergent Planning
Maryland
$323K -$10.6K -32 -3%
SPWM
3103
Straight Path Wealth Management
Michigan
$322K +$91.8K +276 +40%
MCM
3104
Mengis Capital Management
Oregon
$322K -$1.33K -4 -0.4%
WG
3105
Watchman Group
Texas
$322K -$74.9K -225 -19%
SAM
3106
Strategy Asset Managers
California
$321K +$77.2K +232 +32%
SF
3107
SWP Financial
California
$320K -$38.3K -115 -11%
EWM
3108
Edge Wealth Management
New York
$320K – – –
MC
3109
Matters Capital
Florida
$320K +$317K +953 New
GSC
3110
G&S Capital
Colorado
$319K +$2.33K +7 +0.7%
BFG
3111
Broussard Financial Group
Louisiana
$319K +$316K +951 New
EHAM
3112
Eagle Harbor Asset Management
Washington
$319K – – –
CA
3113
Cache Advisors
California
$319K – – –
CCA
3114
Cadent Capital Advisors
Oklahoma
$318K – – –
SPWM
3115
Schrum Private Wealth Management
Florida
$318K +$333 +1 +0.1%
MWP
3116
Moller Wealth Partners
$318K +$1.33K +4 +0.4%
NWA
3117
Navis Wealth Advisors
New York
$316K +$85.8K +258 +38%
FFP
3118
Frisco Financial Planning
Texas
$316K -$2K -6 -0.6%
IAG
3119
Investmark Advisory Group
Connecticut
$316K +$1.66K +5 +0.5%
BPFA
3120
Barnes Pettey Financial Advisors
Mississippi
$315K – – –
BWAM
3121
Blue Water Asset Management
Michigan
$315K +$313K +940 New
PA
3122
Paragon Advisors
Texas
$315K +$8.98K +27 +3%
GCM
3123
Gambit Capital Management
Tennessee
$314K +$312K +938 New
CFG
3124
Cooper Financial Group
California
$313K -$8.98K -27 -3%
LAM
3125
Lummis Asset Management
Texas
$313K -$46.6K -140 -13%
123 124
125
126 127