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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1026
Trek Financial
Arizona
$387K -$43.7K -297 -10%
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$387K +$380K +2,579 New
CPA
1028
Clear Perspective Advisors
Illinois
$386K -$32.4K -220 -8%
BC
1029
Burney Company
Virginia
$386K +$884 +6 +0.2%
NS
1030
NewDay Solutions
New Hampshire
$386K +$376K +2,552 New
IC
1031
Investment Counsel
Michigan
$382K – – –
SKK
1032
Shepherd Kaplan Krochuk
Massachusetts
$377K +$45.4K +308 +14%
CIA
1033
Choate Investment Advisors
Massachusetts
$376K – – –
GT
1034
Greenleaf Trust
Michigan
$376K – – –
JAFL
1035
Jay A. Fishman Ltd
Michigan
$375K – – –
CHP
1036
Cable Hill Partners
Oregon
$375K +$73.6K +500 +25%
RMCM
1037
Reynders McVeigh Capital Management
Massachusetts
$374K +$7.36K +50 +2%
MWM
1038
Meridian Wealth Management
Kentucky
$373K +$4.71K +32 +1%
SA
1039
Sicart Associates
New York
$371K – – –
BWP
1040
BSW Wealth Partners
Colorado
$371K +$147K +999 +68%
RM
1041
Resource Management
Louisiana
$370K – – –
ECM
1042
EagleClaw Capital Management
Massachusetts
$366K +$29.5K +200 +9%
CB
1043
Cadence Bank
Mississippi
$365K +$112K +762 +46%
HR
1044
Hayden Royal
North Carolina
$365K +$352K +2,390 New
OIA
1045
Optimum Investment Advisors
Illinois
$363K – – –
OC
1046
Oakworth Capital
Alabama
$362K – – –
AWM
1047
Avior Wealth Management
Nebraska
$360K -$295 -2 -0.1%
PWLP
1048
Prio Wealth Limited Partnership
Massachusetts
$360K +$31.5K +214 +10%
DIA
1049
Dana Investment Advisors
Wisconsin
$359K +$353K +2,395 New
GIP
1050
Greatmark Investment Partners
Georgia
$357K – – –
40 41
42
43 44