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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1076
FAS Wealth Partners
Kansas
$5.59M -$125K -395 -2%
MPM
1077
Meritage Portfolio Management
Kansas
$5.58M – – –
PGFC
1078
Peapack-Gladstone Financial Corp
New Jersey
$5.58M +$2.25M +7,134 +72%
RA
1079
Rockingstone Advisors
Massachusetts
$5.58M -$336K -1,065 -6%
BCM
1080
BTC Capital Management
Iowa
$5.57M – – –
WFAG
1081
Wescott Financial Advisory Group
Pennsylvania
$5.55M +$137K +435 +3%
AFA
1082
American Financial Advisors
Georgia
$5.53M -$194K -614 -4%
SWA
1083
Serenus Wealth Advisors
California
$5.52M +$848K +2,683 +12%
NWM
1084
NRI Wealth Management
California
$5.52M -$3.5M -11,086 -40%
KWM
1085
Kaydan Wealth Management
Michigan
$5.52M -$180K -570 -3%
KBFS
1086
Kohmann Bosshard Financial Services
Ohio
$5.52M -$250K -792 -5%
CFC
1087
Coyle Financial Counsel
Illinois
$5.49M -$14.5K -46 -0.3%
QP
1088
Quartz Partners
New York
$5.48M +$6.63K +21 +0.1%
WFA
1089
West Financial Advisors
Iowa
$5.48M -$37K -117 -0.7%
TFM
1090
Trademark Financial Management
Minnesota
$5.47M +$10.7K +34 +0.2%
IF
1091
Intrua Financial
Texas
$5.46M +$384K +1,215 +8%
FHC
1092
Fort Henry Capital
West Virginia
$5.45M +$93.2K +295 +2%
PAS
1093
PKS Advisory Services
New York
$5.44M -$5.37K -17 -0.1%
FPWM
1094
Five Pine Wealth Management
Idaho
$5.42M +$101K +321 +2%
BFPW
1095
BOK Financial Private Wealth
Colorado
$5.42M -$688K -2,179 -12%
FF
1096
Friday Financial
Iowa
$5.4M +$47.1K +149 +0.9%
CLP
1097
Charis Legacy Partners
Texas
$5.4M -$327K -1,035 -6%
FPCP
1098
Fort Point Capital Partners
California
$5.4M -$80.9K -256 -2%
TW
1099
TritonPoint Wealth
Maryland
$5.38M -$3.16K -10 -0.1%
MG
1100
Marex Group
$5.37M +$5.17M +16,366 New
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44
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