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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
1476
O'Shaughnessy Asset Management
Connecticut
$77K +$73.8K +471 New
EIP
1477
Ellis Investment Partners
Pennsylvania
$76K +$470 +3 +0.7%
M
1478
MOTCO
Texas
$74K – – –
AFIA
1479
America First Investment Advisors
Nebraska
$72K +$313 +2 +0.5%
ACM
1480
Anfield Capital Management
California
$71K +$66.1K +422 New
BAM
1481
Barrett Asset Management
New York
$70K – – –
SFG
1482
Sowa Financial Group
Rhode Island
$69K +$66K +421 New
GFPC
1483
Global Financial Private Client
Florida
$67.4K +$64.6K +412 New
BWM
1484
Baystate Wealth Management
Massachusetts
$65K -$72.1K -460 -54%
IWMA
1485
Ironwood Wealth Management (Arizona)
Arizona
$65K – – –
JFA
1486
Johanson Financial Advisors
California
$64.2K +$61.4K +392 New
BHWM
1487
Bay Harbor Wealth Management
Maryland
$63K -$53.1K -339 -47%
FPFS
1488
First Personal Financial Services
North Carolina
$60K +$7.68K +49 +16%
DI
1489
Disciplined Investments
Oklahoma
$58K +$55.6K +355 New
BWP
1490
Baldwin Wealth Partners
Massachusetts
$57K – – –
PWMG
1491
Prestige Wealth Management Group
New Jersey
$55K +$157 +1 +0.3%
MAWCM
1492
Mine & Arao Wealth Creation & Management
California
$52K +$49.8K +318 New
LS
1493
Leelyn Smith
Illinois
$50K +$47.6K +304 New
CFG
1494
CKW Financial Group
Hawaii
$49K +$46.5K +297 New
MPCG
1495
Matrix Private Capital Group
New York
$47K +$45.4K +290 New
MCM
1496
McMillion Capital Management
North Carolina
$45K – – –
LWM
1497
Lionsbridge Wealth Management
Florida
$45K +$43.2K +276 New
IRC
1498
Investors Research Corp
Georgia
$44K +$313 +2 +0.8%
PA
1499
PSI Advisors
Florida
$44K +$42.3K +270 New
LPWM
1500
Lake Point Wealth Management
Texas
$42K +$40.6K +259 New
58 59
60
61 62