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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
3201
Meridian Management
Arkansas
$276K – – –
HOWA
3202
Hudson Oak Wealth Advisory
New Jersey
$275K +$273K +821 New
RRWA
3203
Rainey & Randall Wealth Advisors
Florida
$275K – – –
EGA
3204
E&G Advisors
Texas
$274K +$21.3K +64 +8%
KNFPWM
3205
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$274K +$665 +2 +0.2%
HA
3206
Helium Advisors
Washington
$273K -$7.32K -22 -3%
WWC
3207
Waypoint Wealth Counsel
Georgia
$273K +$18.3K +55 +7%
WFS
3208
Widmann Financial Services
Maryland
$273K – – –
SWM
3209
SpringVest Wealth Management
Texas
$273K – – –
RWMH
3210
Riverpoint Wealth Management Holdings
Illinois
$273K +$1.66K +5 +0.6%
CYG
3211
Clean Yield Group
Vermont
$272K +$270K +811 +81,100%
E
3212
Evansbrook
Illinois
$272K +$270K +812 New
POIA
3213
Pin Oak Investment Advisors
Texas
$272K – – –
WW
3214
Wright Wealth
Georgia
$272K +$269K +810 New
EA
3215
Ellsworth Advisors
Ohio
$271K -$94.8K -285 -26%
NWWA
3216
New Wave Wealth Advisors
Arkansas
$271K – – –
MPCA
3217
Madison Park Capital Advisors
Washington
$271K +$665 +2 +0.2%
BCP
3218
Blue Chip Partners
Michigan
$271K +$29.9K +90 +13%
SFPG
3219
Stonebridge Financial Planning Group
Florida
$270K -$6.65K -20 -2%
MCM
3220
Monarch Capital Management
Indiana
$270K – – –
FCM
3221
Fell Capital Management
California
$270K +$268K +806 New
ACMA
3222
Arbor Capital Management (Alaska)
Alaska
$270K -$15.6K -47 -6%
TF
3223
Tenzing Financial
Virginia
$270K +$267K +804 New
QFPS
3224
Quantum Financial Planning Services
Washington
$270K +$267K +804 New
HWA
3225
Hillcrest Wealth Advisors
New Jersey
$268K – – –
127 128
129
130 131