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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMNJ
3501
Quantum Capital Management (New Jersey)
New Jersey
$47.3K – – –
UFAC
3502
Urban Financial Advisory Corp
Illinois
$43.9K – – –
WAG
3503
Wilkerson Advisory Group
Missouri
$43.7K +$43.2K +130 New
M
3504
MOTCO
Texas
$42.2K -$41.9K -126 -50%
HIA
3505
HFM Investment Advisors
New Jersey
$39.4K -$2.66K -8 -6%
FMP
3506
Financial Management Professionals
Texas
$38.9K -$1.1M -3,304 -97%
SHIM
3507
Stone House Investment Management
Pennsylvania
$38.9K – – –
HBW
3508
Hazlett, Burt & Watson
West Virginia
$38K +$10.6K +32 +38%
RRA
3509
Red Reef Advisors
Florida
$37.9K +$37.6K +113 New
VWM
3510
Valley Wealth Managers
New Jersey
$36.9K – – –
1IA
3511
1620 Investment Advisors
Massachusetts
$35.9K – – –
TM
3512
Torren Management
California
$35.7K +$35.3K +106 New
LA
3513
LM Advisors
California
$34.9K -$7.72M -23,211 -66%
RCM
3514
Raleigh Capital Management
North Carolina
$33.6K – – –
MHIP
3515
Mountain Hill Investment Partners
New Jersey
$33.5K – – –
KA
3516
Kozak & Associates
Colorado
$33.3K – – –
BW
3517
Basepoint Wealth
Iowa
$32.5K +$31.9K +96 New
WPA
3518
Wealth Preservation Advisors
Tennessee
$32.2K – – –
WWA
3519
Wealth Watch Advisors
Colorado
$31.9K – – –
PWS
3520
Pursuit Wealth Strategies
North Carolina
$31K +$30.9K +93 New
HHCP
3521
Hilton Head Capital Partners
South Carolina
$30.8K +$30.6K +92 New
IRC
3522
Investors Research Corp
Georgia
$30.2K – – –
MI
3523
Motiv8 Investments
Florida
$30K +$29.6K +89 New
CWP
3524
Clark Wealth Partners
Illinois
$29.8K – – –
MIM
3525
MTM Investment Management
South Carolina
$29.5K -$1.66K -5 -5%
139 140
141
142 143