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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1226
FSA Wealth Management
Massachusetts
$842K +$7.08K +35 +0.9%
IIM
1227
InTrack Investment Management
Vermont
$840K -$94.1K -465 -10%
CSWG
1228
Cardinal Strategic Wealth Guidance
Kentucky
$837K +$28.5K +141 +4%
CAS
1229
Cascadia Advisory Services
Oregon
$833K +$815K +4,029 New
CFS
1230
CRA Financial Services
New Jersey
$827K +$65.4K +323 +9%
CA
1231
Cornerstone Advisory
Maryland
$822K +$95.1K +470 +13%
KM
1232
Kalos Management
Georgia
$812K +$337K +1,666 +77%
HHAA
1233
Henry H. Armstrong Associates
Pennsylvania
$810K – – –
APSP
1234
Asset Planning Services (Pennsylvania)
Pennsylvania
$796K -$17.8K -88 -2%
PWAG
1235
Polaris Wealth Advisory Group
California
$794K +$249K +1,230 +50%
CWA
1236
Cornerstone Wealth Advisors
Minnesota
$793K +$776K +3,835 New
CCG
1237
Chatham Capital Group
Georgia
$792K -$8.09K -40 -1%
VNA
1238
Valley National Advisers
Pennsylvania
$791K +$86K +425 +12%
GBT
1239
Grove Bank & Trust
Florida
$789K – – –
GCA
1240
Gradient Capital Advisors
California
$785K -$41.9K -207 -5%
AWA
1241
Alaska Wealth Advisors
Alaska
$785K – – –
HKAM
1242
Horizon Kinetics Asset Management
New York
$783K -$272K -1,345 -26%
TNB
1243
Thomasville National Bank
Georgia
$783K – – –
SF
1244
Susquehanna Foundation
Pennsylvania
$780K – – –
CWS
1245
Cypress Wealth Services
California
$777K +$2.23K +11 +0.3%
ZC
1246
Zeit Capital
Colorado
$775K -$78.3K -387 -9%
CRC
1247
Curi RMB Capital
Illinois
$770K +$68.2K +337 +10%
WTC
1248
WhitTier Trust Company
Nevada
$769K – – –
TW
1249
TrinityPoint Wealth
Connecticut
$768K -$10.1K -50 -1%
BHIA
1250
Birch Hill Investment Advisors
Massachusetts
$765K -$30.4K -150 -4%
48 49
50
51 52