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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1226
BlueSky Wealth Advisors
North Carolina
$931K +$225K +1,035 +34%
BFA
1227
Beaumont Financial Advisors
Massachusetts
$926K – – –
FBB
1228
Fulton Breakefield Broenniman
Maryland
$917K +$161K +741 +22%
BTWM
1229
Baker Tilly Wealth Management
Wisconsin
$916K +$132K +606 +17%
BWM
1230
BNC Wealth Management
Oregon
$915K – – –
CPW
1231
Catalyst Private Wealth
California
$915K +$108K +499 +14%
RPGK
1232
Retirement Planning Group (Kansas)
Kansas
$914K +$371K +1,710 +71%
BG
1233
Bollard Group
Massachusetts
$913K -$33.2K -153 -4%
KJHP
1234
K.J. Harrison & Partners
Ontario, Canada
$910K -$4.12K -19 -0.5%
CFS
1235
CRA Financial Services
New Jersey
$903K +$11.3K +52 +1%
MFG
1236
Magnus Financial Group
New York
$902K +$574K +2,645 +189%
MCM
1237
Mattern Capital Management
Colorado
$902K +$878K +4,046 New
MW
1238
Marcum Wealth
Ohio
$901K -$92.7K -427 -10%
AIC
1239
Archer Investment Corporation
Indiana
$897K +$206K +948 +31%
VNA
1240
Valley National Advisers
Pennsylvania
$894K +$39.3K +181 +5%
EP
1241
Edgestream Partners
New Jersey
$892K -$347K -1,599 -29%
EA
1242
Evergreen Advisors
Tennessee
$892K – – –
IC
1243
Innealta Capital
Texas
$886K -$36.2K -167 -4%
BONH
1244
Bank of New Hampshire
New Hampshire
$882K +$859K +3,958 New
TW
1245
Transform Wealth
Colorado
$879K +$71.8K +331 +9%
FWM
1246
FSA Wealth Management
Massachusetts
$878K -$29.3K -135 -3%
CA
1247
Cornerstone Advisory
Maryland
$877K -$7.81K -36 -0.9%
HHAA
1248
Henry H. Armstrong Associates
Pennsylvania
$874K – – –
BCM
1249
Bourgeon Capital Management
Connecticut
$873K -$247K -1,139 -23%
AWMG
1250
Alliance Wealth Management Group
New Jersey
$873K +$851K +3,919 New
48 49
50
51 52