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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3651
Waypoint Wealth Counsel
Georgia
– -$273K -815 Closed
WW
3652
Wright Wealth
Georgia
– -$272K -810 Closed
MPCA
3653
Madison Park Capital Advisors
Washington
– -$271K -809 Closed
TF
3654
Tenzing Financial
Virginia
– -$270K -804 Closed
EA
3655
Ellsworth Advisors
Ohio
– -$271K -793 Closed
LP
3656
LGL Partners
Pennsylvania
– -$480K -765 Closed
FC
3657
Fjell Capital
North Dakota
– -$255K -761 Closed
SHFG
3658
S Harris Financial Group
Texas
– -$250K -745 Closed
EPIMS
3659
Evelyn Partners Investment Management Services
– -$249K -742 Closed
KCM
3660
KM Capital Management
Texas
– -$248K -739 Closed
NHFG
3661
New Harbor Financial Group
Massachusetts
– -$248K -739 Closed
CTFG
3662
Capstone Triton Financial Group
Oklahoma
– -$244K -729 Closed
CWM
3663
Cabot Wealth Management
Massachusetts
– -$242K -721 Closed
BWM
3664
Blossom Wealth Management
California
– -$236K -704 Closed
PWG
3665
Portside Wealth Group
Utah
– -$236K -703 Closed
TA
3666
Townsend & Associates
Colorado
– -$237K -692 Closed
AA
3667
Alesco Advisors
New York
– -$230K -685 Closed
HWM
3668
Hobbs Wealth Management
Indiana
– -$228K -681 Closed
HAFS
3669
Hapanowicz & Associates Financial Services
Pennsylvania
– -$225K -672 Closed
WMA
3670
William Mack & Associates
Michigan
– -$223K -666 Closed
PPWM
3671
Paragon Private Wealth Management
Kentucky
– -$219K -654 Closed
XWM
3672
Xcel Wealth Management
Florida
– -$218K -651 Closed
KA
3673
Kure Advisory
Minnesota
– -$217K -647 Closed
HSWS
3674
Higgins & Schmidt Wealth Strategies
Colorado
– -$209K -622 Closed
CHWM
3675
Cauble & Harre Wealth Management
Missouri
– -$208K -620 Closed
145 146
147
148 149