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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
3401
Gimbal Financial
Indiana
$250K +$242K +676 New
RAM
3402
Redmond Asset Management
Virginia
$249K – – –
MPW
3403
MA Private Wealth
California
$249K – – –
AC
3404
Annandale Capital
Texas
$248K +$240K +670 New
IPW
3405
Invictus Private Wealth
Colorado
$248K -$22.5K -63 -9%
WHG
3406
Westwood Holdings Group
Texas
$247K – – –
RF
3407
RetireMitten Financial
Michigan
$247K -$168K -469 -41%
WLG
3408
Williamson Legacy Group
Indiana
$247K -$19.7K -55 -8%
SA
3409
SRH Advisors
Kansas
$246K +$1.43K +4 +0.6%
MFG
3410
Mann Financial Group
Minnesota
$246K – – –
DFG
3411
Dupree Financial Group
Kentucky
$244K +$358 +1 +0.2%
DWM
3412
Denver Wealth Management
Colorado
$243K +$235K +657 New
SF
3413
SageOak Financial
Oklahoma
$242K -$39.7K -111 -14%
GPW
3414
Genesis Private Wealth
Virginia
$242K -$5.01K -14 -2%
WWM
3415
Walser Wealth Management
Florida
$242K -$110K -307 -32%
BWA
3416
Babb Wealth Advisors
Arizona
$242K – – –
NA
3417
Note Advisors
New York
$241K -$400K -1,120 -63%
EW
3418
Evoke Wealth
California
$241K -$232M -648,236 -100%
DAM
3419
Directional Asset Management
Illinois
$241K +$3.93K +11 +2%
T
3420
Tableaux
Massachusetts
$241K – – –
TBF
3421
True Blue Financial
Michigan
$240K – – –
MC
3422
Middleton & Co
Massachusetts
$239K – – –
OAP
3423
One Advisory Partners
Kansas
$239K +$231K +645 New
AIM
3424
Alhambra Investment Management
Florida
$238K – – –
SGCA
3425
Steel Grove Capital Advisors
Tennessee
$237K – – –
135 136
137
138 139