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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
3401
TRUE Private Wealth Advisors
Oregon
$203K -$16.8K -50 -7%
TTWM
3402
TCV Trust & Wealth Management
Virginia
$202K -$7.05K -21 -3%
DF
3403
Dedeker Financial
Minnesota
$202K – – –
RWM
3404
Rezny Wealth Management
Florida
$202K – – –
BBWP
3405
Beacon Bridge Wealth Partners
Pennsylvania
$202K +$211K +630 New
MWM
3406
Meritas Wealth Management
California
$202K +$1.01K +3 +0.5%
MLIC
3407
Mandatum Life Insurance Company
Finland
$201K – – –
SSA
3408
SSA Swiss Advisors
$196K – – –
LIA
3409
Luken Investment Analytics
Tennessee
$196K – – –
EA
3410
Evolution Advisers
Virginia
$195K +$383K +1,142 +3%
AWM
3411
Activest Wealth Management
Florida
$194K +$84.5K +252 +71%
LB
3412
Legacy Bridge
Iowa
$192K – – –
MPG
3413
My Portfolio Guide
California
$188K +$197K +586 New
CFSG
3414
Community Financial Services Group
Vermont
$184K +$191K +568 New
MSWM
3415
Mowery & Schoenfeld Wealth Management
Illinois
$180K – – –
TVWM
3416
Tower View Wealth Management
Wisconsin
$178K +$6.71K +20 +4%
TTIC
3417
Tower Trust & Investment Company
Iowa
$177K – – –
WWM
3418
Wolff Wiese Magana
California
$172K -$5.03K -15 -3%
CPBTD
3419
Central Pacific Bank - Trust Division
Hawaii
$171K -$1.34K -4 -0.7%
FFC
3420
First Financial Corp
Indiana
$170K -$4.03K -12 -2%
SFCL
3421
Strengthening Families & Communities LLC
Massachusetts
$169K +$176K +526 New
GFA
3422
Godfrey Financial Associates
New York
$168K -$3.69K -11 -2%
EPW
3423
Evergreen Private Wealth
Colorado
$166K -$336 -1 -0.2%
LAS
3424
Lloyd Advisory Services
Georgia
$164K +$160K +477 +1,403%
KFG
3425
Kingdom Financial Group
Arizona
$164K +$171K +510 +51,000%
135 136
137
138 139