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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1326
SC&H Financial Advisors
Maryland
$4.2M -$17.4K -52 -0.4%
RDWM
1327
Red Door Wealth Management
Tennessee
$4.18M +$60.7K +181 +1%
DFP
1328
Donalies Financial Planning
District of Columbia
$4.17M -$87.9K -262 -2%
BIP
1329
Blueprint Investment Partners
North Carolina
$4.17M -$586K -1,746 -12%
KAM
1330
KEB Asset Management
Illinois
$4.15M -$444K -1,323 -9%
JJBC
1331
James J. Burns & Company
New York
$4.14M -$27.5K -82 -0.6%
CTWM
1332
Cherry Tree Wealth Management
Minnesota
$4.13M -$84.2K -251 -2%
CAG
1333
Csenge Advisory Group
Florida
$4.13M -$629K -1,874 -13%
SSA
1334
Shepherd Street Advisors
California
$4.13M +$118K +353 +3%
ADL
1335
Asset Dedication LLC
California
$4.12M -$6.03M -17,982 -58%
PAM
1336
Pegasus Asset Management
New York
$4.12M -$141K -419 -3%
AIM
1337
Acropolis Investment Management
Missouri
$4.12M +$71.1K +212 +2%
LOWM
1338
Laurel Oak Wealth Management
New Jersey
$4.12M +$76.5K +228 +2%
NWMG
1339
National Wealth Management Group
Ohio
$4.11M +$95K +283 +2%
EFG
1340
Embree Financial Group
Illinois
$4.11M -$69.1K -206 -2%
FWM
1341
Forza Wealth Management
Florida
$4.1M -$55.4K -165 -1%
EMC
1342
Everest Management Corp
California
$4.1M -$793K -2,363 -16%
PFG
1343
Pinnacle Financial Group
Illinois
$4.1M +$60.7K +181 +1%
MWM
1344
Mattern Wealth Management
Kansas
$4.09M – – –
SWA
1345
Strategies Wealth Advisors
Michigan
$4.07M -$134K -400 -3%
BWM
1346
Bernicke Wealth Management
Wisconsin
$4.07M +$82.9K +247 +2%
AWMM
1347
Aegis Wealth Management (Maryland)
Maryland
$4.07M -$109K -325 -2%
6F
1348
626 Financial
Michigan
$4.05M -$318K -948 -7%
AWE
1349
Avidian Wealth Enterprises
Texas
$4.05M +$1.59M +4,729 +60%
COCM
1350
Charter Oak Capital Management
New Hampshire
$4.05M +$76.2K +227 +2%
52 53
54
55 56