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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
3326
Sterling Investment Counsel
New York
$237K – – –
CWM
3327
Contango Wealth Management
California
$236K -$379K -1,130 -61%
SPA
3328
Sentinel Pension Advisors
Massachusetts
$235K +$45.3K +135 +23%
HFS
3329
Hoge Financial Services
Pennsylvania
$235K +$40.9K +122 +20%
WCM
3330
Warburton Capital Management
Oklahoma
$235K – – –
IPW
3331
Invictus Private Wealth
Colorado
$235K +$1.34K +4 +0.5%
TWPM
3332
Total Wealth Planning & Management
Florida
$235K -$117K -348 -32%
HFBOT
3333
Home Federal Bank of Tennessee
Tennessee
$234K – – –
BAM
3334
Berkshire Asset Management
Pennsylvania
$234K – – –
FLA
3335
Financial Life Advisors
Texas
$234K – – –
CWAF
3336
Core Wealth Advisors (Florida)
Florida
$233K – – –
GBFP
3337
Golden Bell Financial Planning
Georgia
$233K – – –
SFA
3338
Spectrum Financial Alliance
Kentucky
$233K – – –
GWAG
3339
Garrett Wealth Advisory Group
Texas
$233K – – –
WDL
3340
Well Done LLC
Michigan
$232K +$32.2K +96 +15%
WLG
3341
Williamson Legacy Group
Indiana
$232K – – –
ACM
3342
Ardent Capital Management
Ohio
$231K – – –
MSF
3343
Mustard Seed Financial
Arkansas
$231K +$1.34K +4 +0.6%
DA
3344
Dover Advisors
Virginia
$230K -$18.5K -55 -7%
MC
3345
Miramontes Capital
California
$230K +$241K +717 New
TWM
3346
TCFG Wealth Management
California
$229K +$4.36K +13 +2%
TIA
3347
TCFG Investment Advisors
California
$229K +$239K +713 New
TF
3348
Thayer Financial
North Carolina
$229K – – –
BCM
3349
Buckhead Capital Management
Georgia
$228K – – –
MCM
3350
McRae Capital Management
New Jersey
$228K – – –
132 133
134
135 136