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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIA
3101
Kingsbury Capital Investment Advisors
Illinois
$318K +$333K +992 New
AF
3102
Abound Financial
California
$318K – – –
IAG
3103
Investmark Advisory Group
Connecticut
$318K +$16.1K +48 +5%
VAM
3104
Verity Asset Management
North Carolina
$317K -$1.27M -3,799 -79%
BWAM
3105
Blue Water Asset Management
Michigan
$316K +$15.1K +45 +5%
LWP
3106
LeClair Wealth Partners
Ohio
$316K +$330K +985 New
PBC
3107
Pavion Blue Capital
California
$315K – – –
RMC
3108
Resources Management Corp
Connecticut
$315K +$230K +686 +233%
CPC
3109
Consolidated Planning Corp
Georgia
$315K -$404K -1,203 -55%
VWM
3110
Vigil Wealth Management
Florida
$315K -$2.35K -7 -0.7%
WWA
3111
Wisconsin Wealth Advisors
Wisconsin
$314K – – –
NFW
3112
Noble Family Wealth
Florida
$313K +$97.3K +290 +42%
WFL
3113
Wealth Forward LLC
North Dakota
$313K – – –
CCW
3114
Coastline Complete Wealth
South Carolina
$313K -$23.8K -71 -7%
LFPWM
3115
Leicht Financial Planning & Wealth Management
New Jersey
$312K +$327K +974 New
IPWA
3116
International Private Wealth Advisors
California
$312K +$92.3K +275 +39%
AWMNH
3117
Arcadia Wealth Management (New Hampshire)
New Hampshire
$312K +$326K +973 New
CWA
3118
Continuum Wealth Advisors
New York
$312K -$24.8K -74 -7%
KWM
3119
KFG Wealth Management
Indiana
$312K +$326K +973 New
LF
3120
LifeSteps Financial
California
$312K +$671 +2 +0.2%
CFSG
3121
Clark Financial Services Group
Missouri
$311K -$80.2K -239 -20%
RPGNY
3122
Retirement Planning Group (New York)
New York
$310K -$68.1K -203 -17%
RSA
3123
River Street Advisors
Illinois
$310K +$1.01K +3 +0.3%
CAM
3124
Clarity Asset Management
Iowa
$310K – – –
PPWM
3125
PFG Private Wealth Management
Florida
$310K +$324K +965 New
123 124
125
126 127