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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
3376
Keenan LLC
Massachusetts
$212K +$211K +633 New
LAMNM
3377
Longview Asset Management (New Mexico)
New Mexico
$211K – – –
RWM
3378
Rezny Wealth Management
Florida
$211K – – –
DF
3379
Dedeker Financial
Minnesota
$211K +$210K +630 New
MLIC
3380
Mandatum Life Insurance Company
Finland
$211K – – –
MWM
3381
Meritas Wealth Management
California
$210K +$333 +1 +0.2%
WDL
3382
Well Done LLC
Michigan
$210K +$333 +1 +0.2%
DAM
3383
Directional Asset Management
Illinois
$210K +$208K +626 New
HCM
3384
Hall Capital Management
Rhode Island
$210K – – –
HSWS
3385
Higgins & Schmidt Wealth Strategies
Colorado
$209K – – –
4FG
3386
4Thought Financial Group
New York
$208K -$10.3K -31 -5%
CHWM
3387
Cauble & Harre Wealth Management
Missouri
$208K +$206K +620 New
CPW
3388
Cogent Private Wealth
Florida
$207K +$205K +616 New
MWM
3389
McCartney Wealth Management
Missouri
$206K +$204K +613 New
AIM
3390
Alhambra Investment Management
Florida
$205K +$665 +2 +0.3%
HFS
3391
Hoge Financial Services
Pennsylvania
$205K +$203K +611 New
SSA
3392
SSA Swiss Advisors
$205K – – –
LIA
3393
Luken Investment Analytics
Tennessee
$205K – – –
GFA
3394
Grunden Financial Advisory
Texas
$204K +$203K +610 New
DFG
3395
Dynamic Financial Group
Iowa
$204K +$202K +608 New
BA
3396
Ballew Advisors
Mississippi
$204K +$198K +595 New
RRA
3397
Round Rock Advisors
Connecticut
$204K +$202K +607 New
KHC
3398
Koesten Hirschmann & Crabtree
Kansas
$204K – – –
COFSG
3399
Carbahal Olsen Financial Services Group
California
$203K +$201K +605 New
GWM
3400
Greenline Wealth Management
Florida
$202K +$201K +603 New
134 135
136
137 138