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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1326
HCR Wealth Advisors
California
$517K -$46.4K -254 -9%
CCM
1327
Consolidated Capital Management
California
$517K -$3.11K -17 -0.6%
RA
1328
Riverstone Advisors
Texas
$515K -$27.1K -148 -5%
PCM
1329
Poehling Capital Management
Wisconsin
$515K +$484K +2,648 New
FA
1330
FDx Advisors
Illinois
$512K +$54.3K +297 +13%
PCM
1331
Pointe Capital Management
Michigan
$508K +$5.3K +29 +1%
SFP
1332
Shepherd Financial Partners
Massachusetts
$507K +$43K +235 +10%
MBTD
1333
Mechanics Bank - Trust Department
California
$506K -$298K -1,630 -39%
HCP
1334
Holt Capital Partners
Texas
$504K – – –
AMCA
1335
Arthur M. Cohen & Associates
Illinois
$502K +$3.66K +20 +0.8%
PFBT
1336
Parkside Financial Bank & Trust
Missouri
$499K -$335K -1,835 -42%
JWM
1337
Jackson Wealth Management
Florida
$499K – – –
MWM
1338
Meridian Wealth Management
Kentucky
$498K -$191K -1,044 -29%
BWM
1339
Birchcreek Wealth Management
Ohio
$498K +$468K +2,559 New
SCM
1340
Spreng Capital Management
Ohio
$498K +$468K +2,559 New
CFC
1341
Coyle Financial Counsel
Illinois
$496K +$3.29K +18 +0.7%
OC
1342
Oakworth Capital
Alabama
$496K +$24.7K +135 +6%
SXL
1343
Summit X LLC
Missouri
$495K +$466K +2,548 New
FWM
1344
Frontier Wealth Management
Missouri
$494K -$12.8K -70 -3%
EWA
1345
Evolution Wealth Advisors
Florida
$494K – – –
PWAG
1346
Polaris Wealth Advisory Group
California
$494K – – –
NNP
1347
Nachman Norwood & Parrott
South Carolina
$494K +$24.9K +136 +6%
FP
1348
Financial Perspectives
Minnesota
$493K -$7.31K -40 -2%
TWP
1349
Tower Wealth Partners
Pennsylvania
$491K +$462K +2,525 New
FNB
1350
Farmers National Bank
Kentucky
$491K +$461K +2,521 New
52 53
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55 56