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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
3101
JBF Capital
Colorado
$321K – – –
WG
3102
WMS Group
Louisiana
$321K – – –
AP
3103
Anchyra Partners
Georgia
$321K +$105K +312 +45%
JF
3104
JSF Financial
California
$321K +$671 +2 +0.2%
KIG
3105
Kennedy Investment Group
New Jersey
$321K -$1.01K -3 -0.3%
DI
3106
DDFG Inc
California
$321K +$1.01K +3 +0.3%
AC
3107
Addison Capital
Pennsylvania
$320K +$335K +997 New
NAMM
3108
NorthStar Asset Management (Massachusetts)
Massachusetts
$320K – – –
MWP
3109
MYCIO Wealth Partners
Pennsylvania
$320K +$212K +632 +173%
LFWA
3110
LiftPoint Family Wealth Advisors
New Jersey
$318K – – –
KCIA
3111
Kingsbury Capital Investment Advisors
Illinois
$318K +$333K +992 New
AF
3112
Abound Financial
California
$318K – – –
IAG
3113
Investmark Advisory Group
Connecticut
$318K +$16.1K +48 +5%
VAM
3114
Verity Asset Management
North Carolina
$317K -$1.27M -3,799 -79%
BWAM
3115
Blue Water Asset Management
Michigan
$316K +$15.1K +45 +5%
LWP
3116
LeClair Wealth Partners
Ohio
$316K +$330K +985 New
PBC
3117
Pavion Blue Capital
California
$315K – – –
RMC
3118
Resources Management Corp
Connecticut
$315K +$230K +686 +233%
CPC
3119
Consolidated Planning Corp
Georgia
$315K -$404K -1,203 -55%
VWM
3120
Vigil Wealth Management
Florida
$315K -$2.35K -7 -0.7%
WWA
3121
Wisconsin Wealth Advisors
Wisconsin
$314K – – –
NFW
3122
Noble Family Wealth
Florida
$313K +$97.3K +290 +42%
WFL
3123
Wealth Forward LLC
North Dakota
$313K – – –
CCW
3124
Coastline Complete Wealth
South Carolina
$313K -$23.8K -71 -7%
LFPWM
3125
Leicht Financial Planning & Wealth Management
New Jersey
$312K +$327K +974 New
123 124
125
126 127