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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1301
Vishria Bird Financial Group
Tennessee
$295K -$50.9K -325 -15%
SVWAG
1302
Sound View Wealth Advisors Group
Georgia
$293K -$18.5K -118 -6%
SC
1303
Sawyer & Company
Massachusetts
$293K -$7.68K -49 -3%
CFG
1304
Citizens Financial Group
Rhode Island
$293K – – –
HWM
1305
HighMark Wealth Management
Minnesota
$293K +$281K +1,794 New
AIP
1306
Ameritas Investment Partners
Nebraska
$291K +$14.1K +90 +5%
EIG
1307
Ellenbecker Investment Group
Wisconsin
$291K +$279K +1,778 New
BWL
1308
Bogart Wealth LLC
Virginia
$290K +$56.9K +363 +26%
HCIA
1309
Hochman Cole Investment Advisors
Illinois
$287K – – –
PFA
1310
Paradigm Financial Advisors
Missouri
$285K -$25.2K -161 -8%
FMW
1311
Farr Miller & Washington
District of Columbia
$285K – – –
VCP
1312
Verus Capital Partners
Arizona
$284K +$272K +1,735 New
CAI
1313
Capital Advisors Inc
Oklahoma
$283K -$35.6K -227 -12%
IAP
1314
Indie Asset Partners
Indiana
$283K +$271K +1,732 New
SDWMA
1315
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K +$14.3K +91 +6%
FWIA
1316
Fort Washington Investment Advisors
Ohio
$281K +$2.35K +15 +0.9%
TA
1317
TFG Advisers
Michigan
$279K +$2.35K +15 +0.9%
CCM
1318
Context Capital Management
California
$278K – – –
AFC
1319
Adaptive Financial Consulting
Ohio
$277K +$266K +1,695 New
NS
1320
NewDay Solutions
New Hampshire
$277K +$266K +1,696 New
EWM
1321
Executive Wealth Management
Michigan
$276K -$157 -1 -0.1%
WBC
1322
West Branch Capital
Massachusetts
$275K -$22.6K -144 -8%
RTS
1323
Round Table Services
New Jersey
$274K – – –
PCM
1324
Pointe Capital Management
Michigan
$274K +$25.1K +160 +11%
ACA
1325
Aptus Capital Advisors
Alabama
$274K +$103K +655 +64%
51 52
53
54 55