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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1301
Triangle Securities Wealth Management
North Carolina
$762K -$38.2K -176 -5%
CFA
1302
Cahill Financial Advisors
Minnesota
$762K +$651 +3 +0.1%
MAA
1303
Matrix Asset Advisors
New York
$761K +$57.7K +266 +8%
HSWM
1304
Hubbell Strickland Wealth Management
Louisiana
$757K +$217 +1 +0%
DCM
1305
Donaldson Capital Management
Indiana
$751K +$731K +3,368 New
HKAM
1306
Horizon Kinetics Asset Management
New York
$746K -$95.5K -440 -12%
DT
1307
Daniels + Tansey
Delaware
$745K -$59.9K -276 -8%
PWW
1308
Pettyjohn Wood & White
Virginia
$737K – – –
BAM
1309
Bellevue Asset Management
Washington
$736K -$46.2K -213 -6%
ACA
1310
Affinity Capital Advisors
California
$736K +$231K +1,066 +48%
CSWG
1311
Cardinal Strategic Wealth Guidance
Kentucky
$733K -$165K -758 -19%
PC
1312
Port Capital
Illinois
$732K – – –
KCM
1313
Kendall Capital Management
Maryland
$727K +$14.5K +67 +2%
AIM
1314
Acropolis Investment Management
Missouri
$724K +$7.38K +34 +1%
VBFP
1315
Valtinson Bruner Financial Planning
Minnesota
$722K +$1.74K +8 +0.3%
CPSAC
1316
Chas P. Smith & Associates (CPS)
Florida
$722K +$195K +899 +38%
SC
1317
Scotia Capital
Ontario, Canada
$719K +$111K +513 +19%
IC
1318
Intersect Capital
California
$718K -$21.7K -100 -3%
PRA
1319
Pine Ridge Advisers
New York
$717K +$38K +175 +6%
QIM
1320
Quest Investment Management
Oregon
$716K +$2.17K +10 +0.3%
CAI
1321
Capital Advisors Inc
Oklahoma
$715K +$167K +770 +32%
BMO
1322
Beck Mack & Oliver
New York
$713K -$97.7K -450 -12%
MAG
1323
Mayfair Advisory Group
Alabama
$711K -$434 -2 -0.1%
CPA
1324
Court Place Advisors
Maryland
$707K +$1.3K +6 +0.2%
AA
1325
Alesco Advisors
New York
$706K +$85.7K +395 +14%
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