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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1451
Regency Capital Management
Hawaii
$878K -$666K -2,961 -43%
WPP
1452
Whalerock Point Partners
Rhode Island
$875K – – –
GCA
1453
Gradient Capital Advisors
California
$874K – – –
AWMG
1454
Alliance Wealth Management Group
New Jersey
$872K -$7.87K -35 -0.9%
TCM
1455
Towercrest Capital Management
Pennsylvania
$872K -$7.87K -35 -0.9%
PWMG
1456
Provence Wealth Management Group
California
$872K +$219K +975 +34%
HCM
1457
Hudson Capital Management
New Jersey
$871K +$36.4K +162 +4%
GBT
1458
Grove Bank & Trust
Florida
$869K – – –
GA
1459
Geller Advisors
New York
$868K -$112K -500 -12%
ATFA
1460
All Terrain Financial Advisors
Minnesota
$868K -$11K -49 -1%
SFS
1461
Summit Financial Strategies
Ohio
$862K -$360K -1,603 -30%
SF
1462
Susquehanna Foundation
Pennsylvania
$859K – – –
PWM
1463
PBMares Wealth Management
Virginia
$853K -$62.1K -276 -7%
TF
1464
TRH Financial
Iowa
$853K -$13.7K -61 -2%
FW
1465
FirstPurpose Wealth
Utah
$849K -$1.32M -5,886 -61%
MFS
1466
Madrona Financial Services
Washington
$849K -$125K -555 -13%
MCM
1467
MV Capital Management
Maryland
$845K – – –
PRA
1468
Pine Ridge Advisers
New York
$843K +$37.1K +165 +5%
CCG
1469
Chatham Capital Group
Georgia
$842K -$91.1K -405 -10%
BCM
1470
Bourgeon Capital Management
Connecticut
$842K -$49.5K -220 -6%
MCM
1471
Morton Capital Management
California
$840K – – –
HCM
1472
Hollencrest Capital Management
California
$838K – – –
GAM
1473
Gemmer Asset Management
California
$835K -$161K -716 -16%
TW
1474
TrinityPoint Wealth
Connecticut
$831K -$11.2K -50 -1%
TW
1475
Transform Wealth
Colorado
$830K -$38.7K -172 -5%
57 58
59
60 61