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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3176
Integrity Financial
Wyoming
$347K +$3.58K +10 +1%
WFS
3177
Widmann Financial Services
Maryland
$347K – – –
SLA
3178
Silver Lake Advisory
Utah
$346K +$1.07K +3 +0.3%
RW
3179
Rockport Wealth
Ohio
$346K – – –
BAM
3180
Berkshire Asset Management
Pennsylvania
$345K +$73.3K +205 +28%
LAM
3181
Lummis Asset Management
Texas
$345K – – –
OFO
3182
OneAscent Family Office
Alabama
$345K +$333K +932 New
FFG
3183
Fortune Financial Group
Florida
$343K +$13.6K +38 +4%
SIM
3184
Sims Investment Management
Ohio
$343K +$13.2K +37 +4%
EHAM
3185
Eagle Harbor Asset Management
Washington
$343K -$8.94K -25 -3%
LG
3186
LaFleur & Godfrey
Michigan
$342K +$331K +926 New
HKAM
3187
Horizon Kinetics Asset Management
New York
$341K – – –
CVA
3188
Central Valley Advisors
California
$340K – – –
ABC
3189
Anchor Bay Capital
California
$340K +$319K +891 New
SCM
3190
Sollinda Capital Management
Florida
$340K -$64K -179 -16%
UWS
3191
Unique Wealth Strategies
Illinois
$339K +$328K +916 New
CW
3192
Code Waechter
Florida
$339K +$358 +1 +0.1%
GWM
3193
Greenline Wealth Management
Florida
$339K -$1.43K -4 -0.4%
CAG
3194
Centerpoint Advisory Group
Kansas
$337K +$5.36K +15 +2%
JBW
3195
Journey Beyond Wealth
Georgia
$337K -$1.07K -3 -0.3%
PIM
3196
Provident Investment Management
Michigan
$337K – – –
SDH
3197
Sloy Dahl & Holst
Washington
$336K – – –
SPI
3198
Sutton Place Investors
New York
$336K – – –
V
3199
Viaable
Pennsylvania
$336K +$325K +909 New
SLG
3200
Stanley-Laman Group
Pennsylvania
$335K +$13.9K +39 +4%
126 127
128
129 130