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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3301
Watchman Group
Texas
$240K -$70.5K -210 -22%
RAM
3302
Riggs Asset Management
Pennsylvania
$240K – – –
MWM
3303
McCartney Wealth Management
Missouri
$240K +$45K +134 +22%
CA
3304
Callahan Advisors
Texas
$239K +$671 +2 +0.3%
PF
3305
Prosperitas Financial
California
$239K – – –
CF
3306
Cyr Financial
Illinois
$239K +$250K +744 New
TIP
3307
Torray Investment Partners
Maryland
$239K +$671 +2 +0.3%
AMBIA
3308
Allen Mooney & Barnes Investment Advisors
Georgia
$238K +$336 +1 +0.1%
BCM
3309
Bannerstone Capital Management
Minnesota
$237K +$4.36K +13 +2%
AA
3310
Argent Advisors
Louisiana
$237K +$6.38K +19 +3%
CYG
3311
Clean Yield Group
Vermont
$237K -$24.8K -74 -9%
PA
3312
Persium Advisors
Georgia
$237K – – –
SIC
3313
Sterling Investment Counsel
New York
$237K – – –
CWM
3314
Contango Wealth Management
California
$236K -$379K -1,130 -61%
SPA
3315
Sentinel Pension Advisors
Massachusetts
$235K +$45.3K +135 +23%
HFS
3316
Hoge Financial Services
Pennsylvania
$235K +$40.9K +122 +20%
WCM
3317
Warburton Capital Management
Oklahoma
$235K – – –
IPW
3318
Invictus Private Wealth
Colorado
$235K +$1.34K +4 +0.5%
TWPM
3319
Total Wealth Planning & Management
Florida
$235K -$117K -348 -32%
HFBOT
3320
Home Federal Bank of Tennessee
Tennessee
$234K – – –
BAM
3321
Berkshire Asset Management
Pennsylvania
$234K – – –
FLA
3322
Financial Life Advisors
Texas
$234K – – –
CWAF
3323
Core Wealth Advisors (Florida)
Florida
$233K – – –
GBFP
3324
Golden Bell Financial Planning
Georgia
$233K – – –
SFA
3325
Spectrum Financial Alliance
Kentucky
$233K – – –
131 132
133
134 135