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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
3301
Hill Investment Group Partners
Missouri
$298K +$288K +805 New
SWAG
3302
Spectrum Wealth Advisory Group
California
$297K +$3.22K +9 +1%
MFS
3303
Montgomery Financial Services
Maryland
$297K +$287K +802 New
PPC
3304
Park Place Capital
Alabama
$296K +$358 +1 +0.1%
PP
3305
Pearl Planning
Michigan
$296K -$2.86K -8 -1%
OFS
3306
Orrstown Financial Services
Pennsylvania
$296K – – –
LWP
3307
Laurel Wealth Planning
Minnesota
$296K +$1.07K +3 +0.4%
WFP
3308
Welch Financial Planning
Colorado
$296K +$286K +799 New
BCM
3309
Beck Capital Management
Texas
$295K +$285K +797 New
TSMHT
3310
Thurston Springer Miller Herd & Titak
Indiana
$293K – – –
MMM
3311
Mendel Money Management
Illinois
$293K -$22.5K -63 -7%
CCWM
3312
Correct Capital Wealth Management
Missouri
$293K +$8.94K +25 +3%
RFA
3313
ROI Financial Advisors
Oregon
$292K – – –
LWA
3314
Lifelong Wealth Advisors
Minnesota
$292K – – –
OCA
3315
Odyssey Capital Advisors
Pennsylvania
$292K – – –
CSA
3316
Cottage Street Advisors
Massachusetts
$291K +$40.8K +114 +17%
MCM
3317
McRae Capital Management
New Jersey
$291K +$26.8K +75 +11%
PWM
3318
Peak Wealth Management
New Hampshire
$290K – – –
MWM
3319
Mindset Wealth Management
Indiana
$290K – – –
SFS
3320
Solitude Financial Services
Virginia
$289K -$1.07K -3 -0.4%
OFA
3321
Orographic Financial Advisors
Colorado
$289K – – –
CIA
3322
CCM Investment Advisers
South Carolina
$288K – – –
BF
3323
Brucke Financial
Indiana
$288K – – –
JTWM
3324
Jackson Thornton Wealth Management
Alabama
$288K – – –
SF
3325
SWP Financial
California
$288K – – –
131 132
133
134 135