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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
3226
Spectrum Planning & Advisory Services
California
$323K -$56.5K -158 -15%
QFPS
3227
Quantum Financial Planning Services
Washington
$323K – – –
CF
3228
Collier Financial
Colorado
$322K -$96.2K -269 -24%
SCP
3229
Sivia Capital Partners
California
$322K – – –
CG
3230
Clifford Group
Massachusetts
$322K – – –
1IA
3231
1834 Investment Advisors
Wisconsin
$321K – – –
S
3232
Storgate
Texas
$321K – – –
AWP
3233
Avid Wealth Partners
Texas
$320K +$310K +866 New
DI
3234
Diligent Investors
California
$320K +$358 +1 +0.1%
MGAM
3235
McGowan Group Asset Management
Texas
$320K -$7.15K -20 -2%
CPC
3236
Consolidated Planning Corp
Georgia
$320K -$41.5K -116 -12%
JWM
3237
JHP Wealth Management
Colorado
$320K – – –
EF
3238
Exeter Financial
Arizona
$319K – – –
IWM
3239
Iams Wealth Management
Nebraska
$318K +$1.07K +3 +0.4%
TF
3240
Tudor Financial
Ohio
$318K – – –
HWMT
3241
Heritage Wealth Management (Texas)
Texas
$318K -$8.94K -25 -3%
FCM
3242
Fell Capital Management
California
$317K -$2.15K -6 -0.7%
PCM
3243
Presidio Capital Management
California
$316K +$3.93K +11 +1%
CWM
3244
Cadence Wealth Management
Massachusetts
$316K -$62.6K -175 -17%
TCM
3245
Traub Capital Management
Massachusetts
$315K – – –
FF
3246
Financial Futures
New Jersey
$315K +$6.08K +17 +2%
WI
3247
Wedgewood Investors
Pennsylvania
$315K – – –
PA
3248
Persium Advisors
Georgia
$314K +$39.3K +110 +15%
RE
3249
Rydar Equities
Texas
$313K +$304K +849 New
EM
3250
Excalibur Management
Massachusetts
$313K – – –
128 129
130
131 132