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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PV
1151
Private Vista
Illinois
$408K +$490K +3,167 New
LF
1152
Lee Financial
Texas
$406K – – –
KCM
1153
Karp Capital Management
California
$405K -$6.03K -39 -1%
SMG
1154
Spectrum Management Group
Indiana
$403K +$226K +1,463 +88%
SHJ
1155
Sharkey, Howes & Javer
Colorado
$400K +$77.3K +500 +19%
IAA
1156
Independent Advisor Alliance
North Carolina
$398K -$22.6M -145,845 -98%
BWA
1157
BlueSky Wealth Advisors
North Carolina
$398K – – –
MIM
1158
Moseley Investment Management
Florida
$398K +$26.1K +169 +6%
MA
1159
MONECO Advisors
Connecticut
$395K +$62.9K +407 +15%
TCOV
1160
Trust Company of Vermont
Vermont
$393K -$32.3K -209 -6%
ATPW
1161
Ashton Thomas Private Wealth
Arizona
$391K +$62.2K +402 +15%
FFC
1162
Fure Financial Corporation
Minnesota
$389K – – –
ACG
1163
Allen Capital Group
Nebraska
$388K -$156K -1,006 -25%
AI
1164
ArchPoint Investors
Florida
$387K – – –
RA
1165
Rational Advisors
New York
$384K +$460K +2,975 New
ZIM
1166
Zacks Investment Management
Illinois
$383K +$459K +2,969 New
SCI
1167
S&CO Inc
Massachusetts
$382K – – –
JWM
1168
Jackson Wealth Management
Florida
$380K -$1.14M -7,348 -74%
HWA
1169
HCR Wealth Advisors
California
$380K +$44.2K +286 +11%
RICHC
1170
Renaissance Investment Consultants Holding Company
Pennsylvania
$379K -$5.41K -35 -1%
BBNA
1171
Bremer Bank National Association
Minnesota
$379K – – –
SKK
1172
Shepherd Kaplan Krochuk
Massachusetts
$376K +$60.6K +392 +16%
SSWG
1173
Seven Springs Wealth Group
Tennessee
$366K – – –
RF
1174
RHS Financial
California
$365K -$735K -4,751 -63%
CA
1175
Crewe Advisors
Utah
$364K -$34.3K -222 -7%
45 46
47
48 49