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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1301
Bogart Wealth LLC
Virginia
$237K +$10.7K +69 +4%
PFA
1302
Paradigm Financial Advisors
Missouri
$236K +$13.6K +88 +5%
VBFG
1303
Vishria Bird Financial Group
Tennessee
$235K +$2.78K +18 +1%
ACWM
1304
Adams Chetwood Wealth Management
North Carolina
$235K +$22.4K +145 +10%
PWP
1305
Personal Wealth Partners
Minnesota
$234K – – –
GAM
1306
Gould Asset Management
California
$233K -$3.87K -25 -1%
VCP
1307
Verus Capital Partners
Arizona
$232K +$10.5K +68 +4%
FSWA
1308
Financial Synergies Wealth Advisors
Texas
$231K +$277K +1,793 New
SMG
1309
Smart Money Group
Texas
$231K +$35.3K +228 +15%
FWM
1310
Foresight Wealth Management
Utah
$229K +$275K +1,776 New
PWM
1311
PBMares Wealth Management
Virginia
$229K +$275K +1,776 New
PA
1312
Planning Alternatives
Michigan
$228K -$1.41M -9,124 -84%
CCP
1313
Cardan Capital Partners
Colorado
$227K -$31.1K -201 -10%
WAS
1314
Wealth Advisory Solutions
Indiana
$225K -$337K -2,182 -56%
TC
1315
TownSquare Capital
Utah
$225K -$166K -1,071 -40%
MCG
1316
McCollum Christoferson Group
New York
$225K -$81K -524 -23%
FMW
1317
Farr Miller & Washington
District of Columbia
$225K – – –
ECG
1318
Edge Capital Group
Georgia
$223K -$2.52M -16,300 -90%
HCIA
1319
Hochman Cole Investment Advisors
Illinois
$223K -$4.17K -27 -2%
SWIG
1320
Strategic Wealth Investment Group
Kentucky
$222K -$5.49M -35,506 -95%
MF
1321
Manchester Financial
California
$222K -$18.1K -117 -6%
DP
1322
Dearborn Partners
Illinois
$222K +$10.2K +66 +4%
SIM
1323
Sonora Investment Management
Arizona
$220K -$110K -713 -29%
CCM
1324
Context Capital Management
California
$219K – – –
FC
1325
Fusion Capital
South Carolina
$218K +$27.5K +178 +12%
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