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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3201
Lummis Asset Management
Texas
$345K – – –
OFO
3202
OneAscent Family Office
Alabama
$345K +$333K +932 New
FFG
3203
Fortune Financial Group
Florida
$343K +$13.6K +38 +4%
SIM
3204
Sims Investment Management
Ohio
$343K +$13.2K +37 +4%
EHAM
3205
Eagle Harbor Asset Management
Washington
$343K -$8.94K -25 -3%
LG
3206
LaFleur & Godfrey
Michigan
$342K +$331K +926 New
HKAM
3207
Horizon Kinetics Asset Management
New York
$341K – – –
SVCP
3208
Silicon Valley Capital Partners
California
$341K +$1.07K +3 +0.3%
CVA
3209
Central Valley Advisors
California
$340K – – –
ABC
3210
Anchor Bay Capital
California
$340K +$319K +891 New
SCM
3211
Sollinda Capital Management
Florida
$340K -$64K -179 -16%
UWS
3212
Unique Wealth Strategies
Illinois
$339K +$328K +916 New
CW
3213
Code Waechter
Florida
$339K +$358 +1 +0.1%
GWM
3214
Greenline Wealth Management
Florida
$339K -$1.43K -4 -0.4%
CAG
3215
Centerpoint Advisory Group
Kansas
$337K +$5.36K +15 +2%
JBW
3216
Journey Beyond Wealth
Georgia
$337K -$1.07K -3 -0.3%
PIM
3217
Provident Investment Management
Michigan
$337K – – –
SDH
3218
Sloy Dahl & Holst
Washington
$336K – – –
SPI
3219
Sutton Place Investors
New York
$336K – – –
RAM
3220
Revere Asset Management
Texas
$336K – – –
V
3221
Viaable
Pennsylvania
$336K +$325K +909 New
SLG
3222
Stanley-Laman Group
Pennsylvania
$335K +$13.9K +39 +4%
HT
3223
Headlands Technologies
Illinois
$335K -$1.3M -3,638 -80%
DP
3224
Dearborn Partners
Illinois
$335K -$1.79K -5 -0.6%
TC
3225
TFR Capital
Texas
$335K – – –
127 128
129
130 131