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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1126
Sound View Wealth Advisors Group
Georgia
$288K -$101K -669 -26%
PFA
1127
Paradigm Financial Advisors
Missouri
$287K -$162K -1,077 -36%
CWM
1128
Cordatus Wealth Management
Pennsylvania
$287K – – –
CAAS
1129
Capital Asset Advisory Services
Michigan
$287K +$63.6K +422 +29%
WPSG
1130
Wealth & Pension Services Group
Georgia
$286K -$1.21K -8 -0.4%
AWM
1131
Avondale Wealth Management
Texas
$283K – – –
XWM
1132
Xcel Wealth Management
Florida
$282K -$197K -1,304 -41%
PWP
1133
Personal Wealth Partners
Minnesota
$282K -$23.5K -156 -8%
MF
1134
Manchester Financial
California
$282K -$11K -73 -4%
SC
1135
Sawyer & Company
Massachusetts
$278K +$170K +1,126 +157%
CCMG
1136
Clark Capital Management Group
Pennsylvania
$277K – – –
WBC
1137
West Branch Capital
Massachusetts
$276K +$754 +5 +0.3%
KC
1138
Kingfisher Capital
North Carolina
$276K +$1.21K +8 +0.4%
SIM
1139
Sonora Investment Management
Arizona
$274K -$715K -4,741 -72%
HWA
1140
HCR Wealth Advisors
California
$273K +$273K +1,808 New
FM
1141
Family Management
New York
$271K -$32.7K -217 -11%
VCM
1142
Vision Capital Management
Oregon
$271K – – –
CFG
1143
Citizens Financial Group
Rhode Island
$270K – – –
PP
1144
Patten & Patten
Tennessee
$267K +$151 +1 +0.1%
FFA
1145
First Foundation Advisors
California
$266K +$19.4K +129 +8%
HCIA
1146
Hochman Cole Investment Advisors
Illinois
$265K -$14.9K -99 -5%
FMW
1147
Farr Miller & Washington
District of Columbia
$263K +$2.86K +19 +1%
CPA
1148
Capital Planning Advisors
California
$260K +$259K +1,721 New
CCM
1149
Context Capital Management
California
$257K – – –
FWIA
1150
Fort Washington Investment Advisors
Ohio
$257K +$50.5K +335 +25%
44 45
46
47 48