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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
3576
Advocate Investing Services
Maryland
$80.3K – – –
VCM
3577
Viewpoint Capital Management
Washington
$79.2K – – –
JSAM
3578
J. Safra Asset Management
New York
$73.3K +$70.8K +198 New
MWM
3579
Mascoma Wealth Management
New Hampshire
$72.2K – – –
FF
3580
Friedenthal Financial
New Jersey
$71.2K – – –
AWA
3581
Acumen Wealth Advisors
Tennessee
$68.8K +$1.79K +5 +3%
FGC
3582
Financial Gravity Companies
Texas
$67.3K +$65.1K +182 New
3IP
3583
3Chopt Investment Partners
Virginia
$67.2K +$358 +1 +0.6%
MPCG
3584
Matrix Private Capital Group
New York
$66.3K +$13.2K +37 +26%
PS
3585
Pinney & Scofield
Massachusetts
$64.7K -$4.29K -12 -6%
MTI
3586
Merrithew & Thorsten Inc
California
$63K +$358 +1 +0.6%
NWMP
3587
Noble Wealth Management PBC
Colorado
$62.9K -$6.08K -17 -9%
APW
3588
Allied Private Wealth
Florida
$62.6K +$60.8K +170 New
HPIA
3589
Hamilton Point Investment Advisors
North Carolina
$61.8K – – –
QL
3590
Quarry LP
New York
$60.7K -$246K -687 -81%
DSC
3591
Duncker Streett & Co
Missouri
$60.6K – – –
TRCT
3592
Tower Research Capital (TRC)
New York
$59.6K +$57.6K +161 New
WWMSC
3593
Wagner Wealth Management (South Carolina)
South Carolina
$57.7K -$87.6K -245 -61%
HHCP
3594
Hilton Head Capital Partners
South Carolina
$57K – – –
KFP
3595
Kerr Financial Planning
California
$56.6K – – –
KA
3596
Kozak & Associates
Colorado
$56.1K – – –
UFAC
3597
Urban Financial Advisory Corp
Illinois
$54.4K – – –
QCMNJ
3598
Quantum Capital Management (New Jersey)
New Jersey
$52.2K – – –
HFM
3599
Hartford Financial Management
Connecticut
$49.6K -$358 -1 -0.7%
BDPWM
3600
Barnes Dennig Private Wealth Management
Ohio
$48.5K +$20K +56 +75%
142 143
144
145 146