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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1326
Alpha Capital Management
Texas
$617K -$20.2K -100 -3%
TF
1327
TRH Financial
Iowa
$615K – – –
LWMM
1328
Legacy Wealth Management (Mississippi)
Mississippi
$615K -$809K -4,000 -57%
SEP
1329
Southland Equity Partners
Missouri
$614K -$4.65K -23 -0.8%
LAM
1330
LifePro Asset Management
California
$612K +$40.1K +198 +7%
BFP
1331
Briaud Financial Planning
Texas
$609K +$596K +2,946 New
HWA
1332
HCR Wealth Advisors
California
$606K +$55.8K +276 +10%
DWP
1333
Destiny Wealth Partners
Florida
$604K – – –
SCI
1334
S&CO Inc
Massachusetts
$604K – – –
WWM
1335
WJ Wealth Management
Arizona
$599K +$1.82K +9 +0.3%
BWM
1336
Birchcreek Wealth Management
Ohio
$599K +$68.2K +337 +13%
MC
1337
Moors & Cabot
Massachusetts
$599K +$235K +1,159 +66%
BWM
1338
BCS Wealth Management
Tennessee
$597K +$6.88K +34 +1%
CWM
1339
Campbell Wealth Management
Virginia
$589K -$496K -2,452 -46%
AFAS
1340
Acorn Financial Advisory Services
Virginia
$587K -$437K -2,158 -44%
SSWG
1341
Seven Springs Wealth Group
Tennessee
$587K – – –
MAM
1342
Meeder Asset Management
Ohio
$583K -$2.97M -14,677 -84%
CCM
1343
Consolidated Capital Management
California
$583K +$33.8K +167 +6%
EWM
1344
Elmwood Wealth Management
California
$583K +$571K +2,820 New
MW
1345
MBL Wealth
North Carolina
$579K – – –
BST
1346
Bath Savings Trust
Maine
$579K +$18K +89 +3%
BCCM
1347
Bridge Creek Capital Management
Massachusetts
$578K +$566K +2,798 New
SAA
1348
Southeast Asset Advisors
Georgia
$576K – – –
BCM
1349
Brookmont Capital Management
Texas
$575K – – –
GCA
1350
Greenwood Capital Associates
South Carolina
$575K – – –
52 53
54
55 56