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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
1126
Wealth Management Solutions
Pennsylvania
$1.92M -$175K -776 -8%
BWA
1127
BlueSky Wealth Advisors
North Carolina
$1.92M +$1.01M +4,500 +115%
SVWAG
1128
Sound View Wealth Advisors Group
Georgia
$1.9M +$1.12K +5 +0.1%
SWP
1129
Strategic Wealth Partners
Ohio
$1.89M -$12.6K -56 -0.7%
TWP
1130
Tempus Wealth Planning
California
$1.89M -$642K -2,857 -26%
CCA
1131
Column Capital Advisors
Indiana
$1.88M +$13.5K +60 +0.7%
CCP
1132
Corient Capital Partners
California
$1.87M +$45.4K +202 +3%
FF
1133
FourThought Financial
Florida
$1.87M +$362K +1,608 +24%
TCM
1134
Traynor Capital Management
Pennsylvania
$1.87M +$189K +840 +11%
MWPCG
1135
Measured Wealth Private Client Group
New Hampshire
$1.86M -$205K -912 -10%
WWP
1136
Waypoint Wealth Partners
California
$1.86M +$47.7K +212 +3%
HPC
1137
HM Payson & Co
Maine
$1.85M – – –
REMPR
1138
Roof Eidam Maycock Peralta (REMP)
California
$1.85M – – –
TSWM
1139
Tyler-Stone Wealth Management
Ohio
$1.83M -$15.3K -68 -0.8%
SIM
1140
Stratos Investment Management
Ohio
$1.82M -$317K -1,409 -15%
OMC
1141
Overbrook Management Corp
New York
$1.82M -$694K -3,088 -28%
NB
1142
Nicolet Bankshares
Wisconsin
$1.82M +$23.2K +103 +1%
SFS
1143
Strategic Financial Services
New York
$1.81M -$30.8K -137 -2%
PWM
1144
Peterson Wealth Management
Nevada
$1.81M +$212K +944 +13%
SWA
1145
Strategies Wealth Advisors
Michigan
$1.8M -$201K -894 -10%
GA
1146
Greytown Advisors
Florida
$1.79M -$21.1K -94 -1%
HWM
1147
Howard Wealth Management
Connecticut
$1.79M -$10.1K -45 -0.6%
AFAS
1148
Acorn Financial Advisory Services
Virginia
$1.79M +$111K +495 +7%
JPG
1149
Jordan Park Group
California
$1.78M – – –
CAG
1150
Crestwood Advisors Group
Massachusetts
$1.77M -$215K -956 -11%
44 45
46
47 48