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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
1476
Peapack-Gladstone Financial Corp
New Jersey
$322K +$18.8K +103 +7%
AWG
1477
Altus Wealth Group
Colorado
$321K +$301K +1,648 New
PP
1478
Prosperity Planning
Missouri
$321K +$301K +1,649 New
BOTW
1479
Bank of the West
California
$320K – – –
WBC
1480
West Branch Capital
Massachusetts
$318K -$1.46K -8 -0.5%
GIA
1481
Goodwin Investment Advisory
Georgia
$318K +$298K +1,632 New
FAN
1482
Financial Advisors Network
California
$316K – – –
RP
1483
Riverbridge Partners
Minnesota
$316K – – –
TFF
1484
The Family Firm
Maryland
$316K +$292K +1,600 New
SFG
1485
Sovereign Financial Group
Connecticut
$315K +$295K +1,616 New
WFA
1486
Wipfli Financial Advisors
Wisconsin
$315K +$296K +1,617 New
TWM
1487
Tradition Wealth Management
Minnesota
$314K +$295K +1,612 New
NIC
1488
Northwest Investment Counselors
Oregon
$313K +$194K +1,060 +193%
ABP
1489
Arthur B. Page
$312K – – –
AL
1490
ADE LLC
Maryland
$312K +$293K +1,601 New
BBNA
1491
Bremer Bank National Association
Minnesota
$311K -$27.2K -149 -9%
TSS
1492
Thomas Story & Son
Indiana
$311K – – –
ACWM
1493
Adams Chetwood Wealth Management
North Carolina
$311K +$1.46K +8 +0.5%
PP
1494
Patten & Patten
Tennessee
$309K +$183 +1 +0.1%
CCA
1495
Clearwater Capital Advisors
Illinois
$309K +$68.5K +375 +31%
AF
1496
Apexium Financial
Texas
$308K – – –
D
1497
Diversified
Delaware
$307K +$329K +1,800 New
BWA
1498
Burt Wealth Advisors
Maryland
$305K – – –
HI
1499
Hendershot Investments
Virginia
$303K -$9.51K -52 -3%
WAM
1500
Weatherly Asset Management
California
$303K – – –
58 59
60
61 62