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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1376
Parkside Financial Bank & Trust
Missouri
$531K +$809 +4 +0.2%
JWM
1377
Jackson Wealth Management
Florida
$530K – – –
SFP
1378
Shepherd Financial Partners
Massachusetts
$528K -$10.5K -52 -2%
KFA
1379
Kelleher Financial Advisors
New York
$527K +$10.1K +50 +2%
EWA
1380
Evolution Wealth Advisors
Florida
$525K – – –
FWM
1381
Frontier Wealth Management
Missouri
$525K +$405 +2 +0.1%
SXL
1382
Summit X LLC
Missouri
$523K -$4.05K -20 -0.8%
TWP
1383
Tower Wealth Partners
Pennsylvania
$522K – – –
FNB
1384
Farmers National Bank
Kentucky
$521K – – –
SAG
1385
Spotlight Asset Group
Illinois
$520K – – –
BO
1386
BRR OpCo
Ohio
$520K +$509K +2,514 New
MIM
1387
Marco Investment Management
Georgia
$519K -$35.4K -175 -7%
AIA
1388
Armor Investment Advisors
North Carolina
$517K +$506K +2,500 New
JAFL
1389
Jay A. Fishman Ltd
Michigan
$517K – – –
CFG
1390
Citizens Financial Group
Rhode Island
$515K -$106K -524 -17%
AP
1391
Appleton Partners
Massachusetts
$515K +$61.7K +305 +14%
IFAM
1392
Institutional & Family Asset Management
Colorado
$508K – – –
SG
1393
Stonnington Group
California
$508K +$490K +2,422 New
SW
1394
SlateStone Wealth
Florida
$507K -$133K -658 -21%
SCA
1395
Sage Capital Advisors
South Dakota
$507K -$79.9K -395 -14%
CSPAM
1396
Cary Street Partners Asset Management
Virginia
$507K +$496K +2,452 New
BCP
1397
Berkeley Capital Partners
Georgia
$506K +$20.8K +103 +4%
CWM
1398
Calamos Wealth Management
Illinois
$506K +$199K +983 +67%
XF
1399
XML Financial
Maryland
$505K -$87.6K -433 -15%
FA
1400
FDx Advisors
Illinois
$505K -$38K -188 -7%
54 55
56
57 58