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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGF
801
Compass Financial Group (Florida)
Florida
$8.27M +$301K +1,105 +4%
WE
802
Wealth Effects
Massachusetts
$8.24M +$759K +2,782 +11%
IF
803
Ironwood Financial
Arizona
$8.21M +$554K +2,030 +8%
UF
804
Univest Financial
Pennsylvania
$8.16M +$6.47M +23,722 +465%
LSA
805
Lansing Street Advisors
Pennsylvania
$8.14M +$125K +459 +2%
GLLW
806
Graves Light Lenhart Wealth
Virginia
$8.14M -$607K -2,226 -7%
DWM
807
Dogwood Wealth Management
Kansas
$8.14M +$73.4K +269 +0.9%
TF
808
Trek Financial
Arizona
$8.14M -$167K -613 -2%
WOSD
809
WFA of San Diego
California
$8.13M -$425K -1,559 -5%
RPGK
810
Retirement Planning Group (Kansas)
Kansas
$8.1M +$907K +3,327 +13%
SCM
811
Sterling Capital Management
North Carolina
$8.08M +$7.78M +28,532 New
BAM
812
Belpointe Asset Management
Nevada
$8.07M +$577K +2,116 +8%
KA
813
Kovack Advisors
Florida
$8.06M +$687K +2,517 +10%
AWA
814
ARQ Wealth Advisors
Arizona
$8.02M -$55.1K -202 -0.7%
PFM
815
Phillips Financial Management
Indiana
$7.97M +$160K +586 +2%
VAG
816
Vannoy Advisory Group
Texas
$7.97M – – –
DAS
817
Diversify Advisory Services
Utah
$7.91M +$1.69M +6,205 +29%
FWCM
818
Ferguson Wellman Capital Management
Oregon
$7.89M +$155K +567 +2%
LPP
819
Life Planning Partners
Florida
$7.89M +$77.5K +284 +1%
PI
820
PFG Investments
New York
$7.89M +$940K +3,448 +14%
ADL
821
Asset Dedication LLC
California
$7.81M -$962K -3,527 -11%
SF
822
Synovus Financial
Georgia
$7.78M +$3.37M +12,344 +81%
GP
823
Gridiron Partners
Pennsylvania
$7.74M – – –
SWIM
824
Smallwood Wealth Investment Management
New Jersey
$7.74M -$2.18K -8 -0%
RIG
825
Ramiah Investment Group
Wisconsin
$7.69M +$543K +1,992 +8%
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