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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
926
Safeguard Financial
Wisconsin
$5.19M -$165K -667 -3%
WA
927
Wealth Architects
California
$5.18M +$2.5M +10,123 +103%
WFS
928
Weitzel Financial Services
Iowa
$5.18M +$74.5K +301 +2%
MSS
929
Mitchell Sinkler & Starr
Pennsylvania
$5.17M -$2.75M -11,120 -36%
LA
930
Lakeside Advisors
Washington
$5.17M – – –
LIG
931
Lokken Investment Group
Delaware
$5.16M +$379K +1,530 +8%
LMKC
932
L.M. Kohn & Company
Ohio
$5.15M +$853K +3,446 +21%
GWANC
933
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.15M +$3.62M +14,637 +283%
TW
934
Transform Wealth
Colorado
$5.13M -$387K -1,564 -7%
PWH
935
Priebe Wealth Holdings
Minnesota
$5.08M -$32.7K -132 -0.7%
EPWM
936
Essex Private Wealth Management
Massachusetts
$5.05M -$28.5K -115 -0.6%
NAM
937
NorthCrest Asset Manangement
Minnesota
$5.04M -$96.2K -389 -2%
LCS
938
Levin Capital Strategies
New York
$5.03M – – –
CFO
939
Callan Family Office
Pennsylvania
$5.01M +$134K +540 +3%
BCM
940
Blume Capital Management
California
$5.01M – – –
JWBC
941
John W. Brooker & Co
California
$4.98M -$8.41K -34 -0.2%
FFM
942
Forum Financial Management
Illinois
$4.98M -$150K -606 -3%
TFO
943
Tarbox Family Office
California
$4.96M -$742 -3 -0%
WPA
944
West Paces Advisors
Georgia
$4.95M -$205K -830 -4%
KCM
945
Kennicott Capital Management
California
$4.95M – – –
SIAS
946
Summit Investment Advisory Services
Minnesota
$4.95M +$197K +795 +4%
SWA
947
Sax Wealth Advisors
New Jersey
$4.94M +$624K +2,524 +15%
BFPW
948
BOK Financial Private Wealth
Colorado
$4.94M -$1.31M -5,285 -22%
TW
949
Traveka Wealth
California
$4.94M +$276K +1,116 +6%
MCA
950
Martin Capital Advisors
Texas
$4.93M +$232K +937 +5%
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