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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1326
Key Client Fiduciary Advisors
New Jersey
$991K +$87.7K +427 +9%
BKA
1327
Brick & Kyle Associates
Pennsylvania
$988K +$31.2K +152 +3%
BFIM
1328
Beese Fulmer Investment Management
Ohio
$986K +$92.2K +449 +9%
JWM
1329
Jeppson Wealth Management
California
$985K +$4.11K +20 +0.4%
SAM
1330
SP Asset Management
California
$982K -$205 -1 -0%
RG
1331
Retirement Group
California
$981K -$2.67K -13 -0.2%
SFFS
1332
Stonehage Fleming Financial Services
Jersey
$973K – – –
NAS
1333
Nicolet Advisory Services
Wisconsin
$968K -$286K -1,393 -22%
IPW
1334
Intergy Private Wealth
Colorado
$968K -$5.14K -25 -0.5%
PFA
1335
Pathway Financial Advisors
Vermont
$967K -$236K -1,150 -18%
EWA
1336
Evolution Wealth Advisors
Florida
$962K – – –
CFS
1337
CRA Financial Services
New Jersey
$960K -$36.2K -176 -3%
GWS
1338
Glassman Wealth Services
Virginia
$959K -$79.1K -385 -7%
JCA
1339
January Capital Advisors
California
$958K – – –
SSWM
1340
Sheets Smith Wealth Management
North Carolina
$956K – – –
MFG
1341
Magnus Financial Group
New York
$954K +$18.3K +89 +2%
PL
1342
Parthenon LLC
Kentucky
$953K – – –
BEC
1343
Blue Edge Capital
Virginia
$953K +$191K +931 +23%
TCWM
1344
Total Clarity Wealth Management
Illinois
$952K +$225K +1,093 +28%
KAM
1345
KEB Asset Management
Illinois
$947K +$2.67K +13 +0.3%
BWL
1346
Bogart Wealth LLC
Virginia
$944K +$466K +2,269 +83%
AF
1347
AtlasMark Financial
Texas
$943K – – –
PFA
1348
Professional Financial Advisors
Nebraska
$943K -$6.39M -31,079 -86%
WEG
1349
World Equity Group
Illinois
$942K +$96.6K +470 +10%
WIA
1350
World Investment Advisors
California
$940K -$34.9K -170 -4%
52 53
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55 56