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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
COFSG
3401
Carbahal Olsen Financial Services Group
California
$203K +$201K +605 New
GWM
3402
Greenline Wealth Management
Florida
$202K +$201K +603 New
VMMC
3403
V.M. Manning & Co
South Carolina
$202K +$200K +602 New
BF
3404
Benchmark Financial
Delaware
$202K +$200K +602 New
TFA
3405
Toth Financial Advisory
Virginia
$202K -$82.5K -248 -29%
LWA
3406
Lifelong Wealth Advisors
Minnesota
$202K +$200K +601 New
LB
3407
Legacy Bridge
Iowa
$201K – – –
SCM
3408
Shelton Capital Management
Colorado
$201K +$200K +600 New
HAG
3409
HF Advisory Group
Maryland
$201K -$4.66K -14 -2%
SPA
3410
Sentinel Pension Advisors
Massachusetts
$201K +$199K +599 New
CWM
3411
Copia Wealth Management
Oregon
$200K -$1.66K -5 -0.8%
BWIA
3412
Bryant Woods Investment Advisors
New York
$200K +$199K +597 New
EA
3413
Evolution Advisers
Virginia
$200K – – –
DCM
3414
Davidson Capital Management
Texas
$191K +$190K +570 New
RWA
3415
Reicon Wealth Advisors
Georgia
$191K +$190K +570 New
MSWM
3416
Mowery & Schoenfeld Wealth Management
Illinois
$188K – – –
DT
3417
DV Trading
Illinois
$188K +$186K +560 New
WWM
3418
Wolff Wiese Magana
California
$185K -$9.31K -28 -5%
TTIC
3419
Tower Trust & Investment Company
Iowa
$185K – – –
FFC
3420
First Financial Corp
Indiana
$182K – – –
KCM
3421
Key Capital Management
Tennessee
$181K +$180K +541 New
CPBTD
3422
Central Pacific Bank - Trust Division
Hawaii
$180K – – –
TVWM
3423
Tower View Wealth Management
Wisconsin
$179K +$998 +3 +0.6%
EPW
3424
Evergreen Private Wealth
Colorado
$173K – – –
WW
3425
Winnow Wealth
Texas
$173K +$52.2K +157 +44%
135 136
137
138 139