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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1151
Strategic Financial Services
New York
$1.42M – – –
CWM
1152
Concentric Wealth Management
California
$1.42M +$19.7K +99 +1%
WWM
1153
Wiser Wealth Management
Georgia
$1.41M -$19.7K -99 -1%
SCM
1154
Spreng Capital Management
Ohio
$1.4M -$202K -1,015 -11%
BOTW
1155
Bank of the West
California
$1.4M +$708K +3,551 +83%
WFO
1156
Wealthgate Family Office
Colorado
$1.4M +$6.78K +34 +0.4%
NB
1157
Nicolet Bankshares
Wisconsin
$1.39M -$11.8K -59 -0.8%
BWA
1158
BDO Wealth Advisors
Florida
$1.39M -$9.37K -47 -0.6%
GWS
1159
Glassman Wealth Services
Virginia
$1.39M +$524K +2,630 +52%
CWP
1160
Concord Wealth Partners
Virginia
$1.38M +$177K +886 +13%
LL
1161
LPWM LLC
Minnesota
$1.38M +$115K +577 +8%
CAG
1162
Csenge Advisory Group
Florida
$1.38M -$221K -1,109 -13%
BFIM
1163
Beese Fulmer Investment Management
Ohio
$1.38M +$488K +2,448 +47%
BWA
1164
BlueSky Wealth Advisors
North Carolina
$1.37M -$1.13M -5,661 -43%
MCM
1165
Monument Capital Management
Virginia
$1.36M – – –
HWA
1166
Heritage Wealth Advisors
Virginia
$1.36M – – –
HC
1167
HNP Capital
New York
$1.36M -$108K -544 -7%
VRM
1168
Vectors Research Management
New York
$1.36M -$108K -544 -7%
EF
1169
Empowered Funds
Pennsylvania
$1.35M +$610K +3,060 +68%
CFFP
1170
Center for Financial Planning
Michigan
$1.35M +$11K +55 +0.7%
BOM
1171
Bank of Marin
California
$1.35M – – –
TF
1172
Trek Financial
Arizona
$1.35M +$528K +2,650 +55%
ATPW
1173
Ashton Thomas Private Wealth
Arizona
$1.34M -$1.68M -8,446 -53%
BMCM
1174
Bryn Mawr Capital Management
Pennsylvania
$1.33M -$26.1K -131 -2%
MCM
1175
Manchester Capital Management
Vermont
$1.33M +$3.19K +16 +0.2%
45 46
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48 49