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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
951
Greenline Partners
New York
$405K – – –
XWM
952
Xcel Wealth Management
Florida
$405K +$438K +3,175 New
DWM
953
Darwin Wealth Management
Florida
$404K +$57.3K +415 +15%
KCM
954
Karp Capital Management
California
$403K -$97.6K -707 -18%
TW
955
Transform Wealth
Colorado
$403K – – –
NCM
956
Niemann Capital Management
Nevada
$402K +$435K +3,150 New
FLA
957
Financial Life Advisors
Texas
$398K – – –
TCOV
958
Trust Company of Vermont
Vermont
$398K +$70.8K +513 +20%
ABP
959
Arthur B. Page
$396K -$27.6K -200 -6%
TW
960
TrinityPoint Wealth
Connecticut
$396K +$429K +3,106 New
AFNAS
961
American Financial Network Advisory Services
California
$391K +$20.2K +146 +5%
CA
962
Claro Advisors
Massachusetts
$391K +$361K +2,614 New
SCI
963
S&CO Inc
Massachusetts
$390K – – –
ZIC
964
ZWJ Investment Counsel
Georgia
$387K -$17.9K -130 -4%
WAS
965
Winch Advisory Services
Wisconsin
$387K +$28.4K +206 +7%
CWM
966
Campbell Wealth Management
Virginia
$386K +$418K +3,025 New
CFA
967
Cahill Financial Advisors
Minnesota
$383K +$552 +4 +0.1%
CCG
968
Chatham Capital Group
Georgia
$382K -$210K -1,520 -34%
IFAM
969
Institutional & Family Asset Management
Colorado
$372K +$2.76K +20 +0.7%
CWS
970
Cypress Wealth Services
California
$370K +$209K +1,514 +109%
BCA
971
Bay Colony Advisors
Massachusetts
$367K -$29.1K -211 -7%
WC
972
Woodstock Corp
Massachusetts
$367K – – –
BBHC
973
Brown Brothers Harriman & Co
New York
$367K +$221K +1,600 +125%
SHA
974
Seneca House Advisors
Virginia
$365K – – –
WA
975
WP Advisors
California
$364K +$4K +29 +1%
37 38
39
40 41