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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3226
Orrstown Financial Services
Pennsylvania
$268K – – –
PPC
3227
Park Place Capital
Alabama
$268K +$665 +2 +0.3%
LWP
3228
Laurel Wealth Planning
Minnesota
$267K – – –
VIM
3229
VELA Investment Management
Ohio
$267K – – –
SWAG
3230
Spectrum Wealth Advisory Group
California
$267K +$1.33K +4 +0.5%
CWMGO
3231
Capstone Wealth Management Group (Oregon)
Oregon
$266K – – –
JBI
3232
John Boyer Inc
Florida
$265K – – –
JTWM
3233
Jackson Thornton Wealth Management
Alabama
$265K – – –
CAM
3234
Concorde Asset Management
Michigan
$265K -$73.9K -222 -22%
OCA
3235
Odyssey Capital Advisors
Pennsylvania
$264K +$262K +788 New
IWMA
3236
Ironwood Wealth Management (Arizona)
Arizona
$264K -$665 -2 -0.3%
AA
3237
Auxano Advisors
Washington
$264K -$6.32K -19 -2%
GPA
3238
Guerra Pan Advisors
New Jersey
$263K – – –
SWMG
3239
Sanchez Wealth Management Group
Florida
$263K – – –
IWS
3240
Insight Wealth Strategies
California
$263K +$665 +2 +0.3%
DFA
3241
DHJJ Financial Advisors
Illinois
$262K +$2.66K +8 +1%
PNC
3242
Point Nemo Capital
Texas
$262K +$260K +782 New
CWA
3243
Consilio Wealth Advisors
Washington
$262K – – –
SW
3244
Schulz Wealth
Texas
$262K -$19.3K -58 -7%
CIA
3245
CCM Investment Advisers
South Carolina
$261K – – –
DP
3246
Dearborn Partners
Illinois
$261K +$3.99K +12 +2%
UCI
3247
Uncommon Cents Investing
Wisconsin
$261K – – –
KL
3248
KilterHowling LLC
Colorado
$260K +$1.66K +5 +0.6%
CA
3249
Crumly & Associates
Illinois
$260K +$998 +3 +0.4%
GCM
3250
Gator Capital Management
Florida
$260K -$3.33K -10 -1%
128 129
130
131 132