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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3226
Schulz Wealth
Texas
$334K +$323K +902 New
AWM
3227
Absher Wealth Management
North Carolina
$333K – – –
SCA
3228
St. Clair Advisors
Ohio
$333K – – –
WG
3229
Warner Group
Connecticut
$333K +$322K +900 New
SWIG
3230
Strategic Wealth Investment Group
Kentucky
$330K -$198K -555 -38%
NWA
3231
Navis Wealth Advisors
New York
$328K +$15.7K +44 +5%
SCM
3232
Seascape Capital Management
New Hampshire
$328K – – –
CTI
3233
Community Trust & Investment
Kentucky
$328K -$520K -1,454 -62%
SLP
3234
Storen Legacy Partners
Indiana
$327K – – –
WCM
3235
WealthTrak Capital Management
Virginia
$327K -$12.9K -36 -4%
PC
3236
PCB Capital
New Jersey
$327K +$1.07K +3 +0.3%
CPC
3237
Congress Park Capital
New York
$327K +$316K +883 New
WC
3238
Woodstock Corp
Massachusetts
$326K -$46.5K -130 -13%
GP
3239
GLR Partners
Maryland
$326K +$315K +881 New
NIM
3240
Nicollet Investment Management
Minnesota
$326K – – –
MIA
3241
MMBG Investment Advisors
Florida
$326K – – –
BCM
3242
BluePath Capital Management
Georgia
$325K +$715 +2 +0.2%
EW
3243
Elyxium Wealth
California
$325K – – –
GWM
3244
Glass Wealth Management
Texas
$325K – – –
SFP
3245
Sterling Financial Planning
New Jersey
$324K +$1.43K +4 +0.5%
TAP
3246
Tounjian Advisory Partners
Florida
$324K +$313K +876 New
FFWM
3247
Future Financial Wealth Management
Ohio
$324K – – –
MAM
3248
Markin Asset Management
New York
$324K – – –
SPAS
3249
Spectrum Planning & Advisory Services
California
$323K -$56.5K -158 -15%
QFPS
3250
Quantum Financial Planning Services
Washington
$323K – – –
128 129
130
131 132