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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
3201
Battery Global Advisors
Massachusetts
$280K -$63.2M -190,109 -100%
RFA
3202
ROI Financial Advisors
Oregon
$279K – – –
AC
3203
Arjuna Capital
North Carolina
$279K – – –
FNWM
3204
Financial Network Wealth Management
Utah
$278K -$333 -1 -0.1%
PP
3205
Pearl Planning
Michigan
$278K +$275K +828 New
RF
3206
Roxbury Financial
New Jersey
$277K -$4.66K -14 -2%
FIG
3207
FSA Investment Group
Florida
$276K +$998 +3 +0.4%
MM
3208
Meridian Management
Arkansas
$276K – – –
HOWA
3209
Hudson Oak Wealth Advisory
New Jersey
$275K +$273K +821 New
RRWA
3210
Rainey & Randall Wealth Advisors
Florida
$275K – – –
EGA
3211
E&G Advisors
Texas
$274K +$21.3K +64 +8%
KNFPWM
3212
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$274K +$665 +2 +0.2%
HA
3213
Helium Advisors
Washington
$273K -$7.32K -22 -3%
WWC
3214
Waypoint Wealth Counsel
Georgia
$273K +$18.3K +55 +7%
WFS
3215
Widmann Financial Services
Maryland
$273K – – –
SWM
3216
SpringVest Wealth Management
Texas
$273K – – –
RWMH
3217
Riverpoint Wealth Management Holdings
Illinois
$273K +$1.66K +5 +0.6%
CYG
3218
Clean Yield Group
Vermont
$272K +$270K +811 +81,100%
E
3219
Evansbrook
Illinois
$272K +$270K +812 New
POIA
3220
Pin Oak Investment Advisors
Texas
$272K – – –
WW
3221
Wright Wealth
Georgia
$272K +$269K +810 New
EA
3222
Ellsworth Advisors
Ohio
$271K -$94.8K -285 -26%
NWWA
3223
New Wave Wealth Advisors
Arkansas
$271K – – –
MPCA
3224
Madison Park Capital Advisors
Washington
$271K +$665 +2 +0.2%
BCP
3225
Blue Chip Partners
Michigan
$271K +$29.9K +90 +13%
127 128
129
130 131