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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1201
Octavia Wealth Advisors
Ohio
$1.3M +$15.4K +75 +1%
FWM
1202
Focused Wealth Management
New York
$1.29M -$47K -229 -3%
CWP
1203
Concord Wealth Partners
Virginia
$1.29M +$248K +1,209 +22%
LWP
1204
Legacy Wealth Planning
Nevada
$1.28M -$61K -297 -4%
MSAM
1205
Moloney Securities Asset Management
Missouri
$1.27M +$70.9K +345 +5%
BS
1206
Boenning & Scattergood
Pennsylvania
$1.27M +$35.1K +171 +3%
BFG
1207
Baron Financial Group
New Jersey
$1.27M -$12.3K -60 -0.9%
LPIC
1208
LeJeune Puetz Investment Counsel
Michigan
$1.27M +$56.7K +276 +4%
RMCM
1209
Reynders McVeigh Capital Management
Massachusetts
$1.27M +$26.3K +128 +2%
MWM
1210
Moulton Wealth Management
Washington
$1.26M – – –
HFA
1211
HC Financial Advisors
California
$1.26M +$231K +1,122 +20%
RMA
1212
Roffman Miller Associates
Pennsylvania
$1.26M +$205 +1 +0%
PIP
1213
Peachtree Investment Partners
Florida
$1.25M -$1.45M -7,077 -52%
FW
1214
FirstPurpose Wealth
Utah
$1.25M +$594K +2,892 +78%
LRPA
1215
L. Roy Papp & Associates
Arizona
$1.24M +$295K +1,438 +28%
EWM
1216
Echo Wealth Management
Minnesota
$1.23M -$7.6K -37 -0.6%
KCPG
1217
Kavar Capital Partners Group
Kansas
$1.23M +$822 +4 +0.1%
LA
1218
Latitude Advisors
Florida
$1.23M -$2.5M -12,152 -65%
CSWM
1219
Cassady Schiller Wealth Management
Ohio
$1.23M +$205 +1 +0%
DI
1220
Disciplined Investments
Oklahoma
$1.23M +$35.1K +171 +3%
APW
1221
Austin Private Wealth
Texas
$1.23M +$32.3K +157 +2%
AP
1222
Adero Partners
California
$1.23M +$5.34K +26 +0.4%
SHFA
1223
SC&H Financial Advisors
Maryland
$1.23M -$101K -490 -7%
APC
1224
Asset Planning Corporation
Tennessee
$1.22M -$61.8K -301 -4%
HFS
1225
Howard Financial Services
Texas
$1.22M +$50.3K +245 +4%
47 48
49
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