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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3326
TCFG Wealth Management
California
$235K -$7.32K -22 -3%
APW
3327
Aventura Private Wealth
Florida
$234K – – –
IPWA
3328
International Private Wealth Advisors
California
$234K +$6.65K +20 +3%
MC
3329
Middleton & Co
Massachusetts
$234K – – –
PWM
3330
Peak Wealth Management
New Hampshire
$233K +$232K +696 New
VDI
3331
Vaughan David Investments
Illinois
$233K +$13.6K +41 +6%
WF
3332
WealthPoint Financial
North Carolina
$233K +$231K +694 New
MLFP
3333
MPS Loria Financial Planners
Illinois
$233K +$665 +2 +0.3%
AP
3334
Anchyra Partners
Georgia
$231K +$229K +688 New
PWM
3335
PMG Wealth Management
Illinois
$231K +$19.6K +59 +9%
NFW
3336
Noble Family Wealth
Florida
$230K +$21.6K +65 +10%
HWM
3337
Heirloom Wealth Management
Colorado
$230K +$228K +686 New
LFG
3338
Lockerman Financial Group
California
$230K – – –
FPCG
3339
Forum Private Client Group
Indiana
$230K +$11.3K +34 +5%
AA
3340
Alesco Advisors
New York
$230K +$228K +685 New
GPW
3341
Genesis Private Wealth
Virginia
$229K +$228K +684 New
CWM
3342
Core Wealth Management
Florida
$229K +$5.32K +16 +2%
TPWA
3343
TRUE Private Wealth Advisors
Oregon
$228K +$227K +681 New
MMM
3344
Mendel Money Management
Illinois
$228K +$665 +2 +0.3%
HWM
3345
Hobbs Wealth Management
Indiana
$228K +$227K +681 New
FPL
3346
Fortress Private Ledger
North Carolina
$227K – – –
DWML
3347
Decker Wealth Management LLC
Tennessee
$227K +$225K +676 New
SWA
3348
Strategic Wealth Advisors
Arizona
$226K +$225K +677 New
RAM
3349
Redmond Asset Management
Virginia
$226K +$665 +2 +0.3%
AAM
3350
Austin Asset Management
Texas
$226K +$224K +674 New
132 133
134
135 136