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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1351
Burt Wealth Advisors
Maryland
$254K -$19.9K -127 -8%
PGFC
1352
Peapack-Gladstone Financial Corp
New Jersey
$254K – – –
BSA
1353
Bull Street Advisors
Georgia
$253K +$8.62K +55 +4%
SIS
1354
SVB Investment Services
Utah
$253K +$243K +1,548 New
NCM
1355
Northwest Capital Management
Oregon
$252K +$1.1K +7 +0.5%
AMIM
1356
Aull & Monroe Investment Management
Alabama
$251K – – –
CA
1357
Cornerstone Advisory
Maryland
$251K +$24K +153 +11%
RT
1358
Rockland Trust
Massachusetts
$250K – – –
WA
1359
WP Advisors
California
$249K +$1.25K +8 +0.5%
FC
1360
Fusion Capital
South Carolina
$247K +$237K +1,512 New
PVWM
1361
Point View Wealth Management
New Jersey
$245K – – –
SIA
1362
Starfire Investment Advisers
Michigan
$243K – – –
TCM
1363
Traynor Capital Management
Pennsylvania
$243K +$233K +1,487 New
SCA
1364
Snowden Capital Advisors
New York
$243K – – –
FMC
1365
First Merchants Corp
Indiana
$242K +$10.7K +68 +5%
IWP
1366
Icon Wealth Partners
Texas
$239K +$16.9K +108 +8%
KPWG
1367
KFA Private Wealth Group
Virginia
$239K +$229K +1,459 New
KFA
1368
Kays Financial Advisory
Georgia
$239K +$229K +1,460 New
WCWM
1369
Willow Creek Wealth Management
California
$238K – – –
CW
1370
CreativeOne Wealth
Kansas
$238K +$157 +1 +0.1%
TCWM
1371
Total Clarity Wealth Management
Illinois
$238K +$228K +1,453 New
GKWIM
1372
Gerber Kawasaki Wealth & Investment Management
California
$237K -$6.27K -40 -3%
JG
1373
Jefferies Group
New York
$237K +$2.04K +13 +0.9%
ACWM
1374
Adams Chetwood Wealth Management
North Carolina
$237K +$227K +1,446 New
LAS
1375
Lloyd Advisory Services
Georgia
$236K +$226K +1,445 New
53 54
55
56 57