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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3151
Sims Investment Management
Ohio
$298K -$34.3K -103 -10%
FFWM
3152
Future Financial Wealth Management
Ohio
$298K – – –
OPWM
3153
Oxinas Partners Wealth Management
Indiana
$297K +$45.2K +136 +18%
WWM
3154
Walser Wealth Management
Florida
$297K +$294K +884 New
CAG
3155
Centerpoint Advisory Group
Kansas
$296K – – –
FWM
3156
FMB Wealth Management
California
$296K -$16.6K -50 -5%
CPG
3157
Cornerstone Planning Group
New Jersey
$296K +$280K +841 +4,005%
MIA
3158
MMBG Investment Advisors
Florida
$295K +$293K +880 New
NIM
3159
Nicollet Investment Management
Minnesota
$295K – – –
EW
3160
Elyxium Wealth
California
$294K – – –
BCM
3161
BluePath Capital Management
Georgia
$293K -$14K -42 -5%
CVA
3162
Central Valley Advisors
California
$292K – – –
FIM
3163
Freedom Investment Management
Connecticut
$291K – – –
SLG
3164
Stanley-Laman Group
Pennsylvania
$291K -$28.9K -87 -9%
1IA
3165
1834 Investment Advisors
Wisconsin
$291K -$216K -648 -43%
ACA
3166
Affinity Capital Advisors
California
$291K +$5.99K +18 +2%
MGAM
3167
McGowan Group Asset Management
Texas
$290K – – –
IWM
3168
Iams Wealth Management
Nebraska
$290K +$287K +863 New
DI
3169
Diligent Investors
California
$290K +$22.3K +67 +8%
JWM
3170
JHP Wealth Management
Colorado
$290K +$287K +864 New
HT
3171
Heritage Trust
Oklahoma
$290K – – –
KFC
3172
Klingenstein Fields & Co
New York
$289K +$333 +1 +0.1%
SF
3173
Slagle Financial
Illinois
$289K +$287K +863 New
GBWM
3174
Granite Bay Wealth Management
New Hampshire
$289K – – –
SFP
3175
Sterling Financial Planning
New Jersey
$289K +$333 +1 +0.1%
125 126
127
128 129