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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
751
Carolinas Wealth Consulting
North Carolina
$5.84M +$31.7K +152 +0.6%
WE
752
Wealth Effects
Massachusetts
$5.81M +$108K +519 +2%
AAS
753
Ameritas Advisory Services
Nebraska
$5.81M -$4.03M -19,328 -42%
FFP
754
Forbes Financial Planning
Rhode Island
$5.79M +$6.26K +30 +0.1%
BFPW
755
BOK Financial Private Wealth
Colorado
$5.76M -$1.75M -8,385 -24%
RWP
756
RWA Wealth Partners
Massachusetts
$5.71M +$2.55M +12,229 +89%
ODIJL
757
One Day In July LLC
Vermont
$5.68M +$579K +2,778 +12%
BCPWM
758
Bradley & Co Private Wealth Management
Florida
$5.67M +$289K +1,387 +6%
EWM
759
Evergreen Wealth Management
Michigan
$5.66M +$1.27M +6,088 +31%
SPIA
760
Strategic Point Investment Advisors
Rhode Island
$5.65M -$4.66M -22,349 -47%
VFA
761
Valeo Financial Advisors
Indiana
$5.65M -$714K -3,422 -12%
RWRC
762
R.W. Roge & Company
New York
$5.64M +$188K +900 +4%
PFT
763
Providence First Trust
Arizona
$5.61M -$230K -1,102 -4%
BFG
764
Beacon Financial Group
Texas
$5.61M +$117K +562 +2%
MC
765
Mathes Company
New York
$5.61M +$5.31M +25,450 New
WIM
766
WealthPlan Investment Management
Nebraska
$5.58M -$1.4M -6,710 -20%
BFO
767
Boston Family Office
Massachusetts
$5.57M -$74.9K -359 -1%
BAM
768
Belpointe Asset Management
Nevada
$5.57M -$22.2M -106,485 -81%
GTAM
769
Global Trust Asset Management
Florida
$5.57M +$35K +168 +0.7%
CFGF
770
Compass Financial Group (Florida)
Florida
$5.57M -$167K -802 -3%
FWM
771
Fairhaven Wealth Management
Illinois
$5.56M +$5.27M +25,263 New
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$5.55M -$1.46K -7 -0%
CWM
773
CCG Wealth Management
California
$5.54M -$23.4K -112 -0.4%
VST
774
Van Strum & Towne
California
$5.53M -$1.46K -7 -0%
TPCW
775
TD Private Client Wealth
New York
$5.47M -$164K -786 -3%
29 30
31
32 33