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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1476
Susquehanna Foundation
Pennsylvania
$712K – – –
CSIA
1477
Conrad Siegel Investment Advisors
Pennsylvania
$711K +$472K +2,299 +156%
QT
1478
Quantbot Technologies
New York
$711K +$775K +3,772 New
FA
1479
Fiducient Advisors
Illinois
$709K -$3.16M -15,366 -80%
MFS
1480
Madrona Financial Services
Washington
$709K -$1.85K -9 -0.2%
PRS
1481
Pinkerton Retirement Specialists
Idaho
$704K +$125K +606 +19%
MAM
1482
Meeder Asset Management
Ohio
$702K -$41.1K -200 -5%
CSWG
1483
Cardinal Strategic Wealth Guidance
Kentucky
$702K +$47.9K +233 +7%
BTIM
1484
BancFirst Trust & Investment Management
Oklahoma
$700K -$616 -3 -0.1%
CWR
1485
Chico Wealth RIA
California
$700K +$43.6K +212 +6%
CW
1486
Cook Wealth
North Carolina
$699K +$7.4K +36 +1%
BCM
1487
Bourgeon Capital Management
Connecticut
$698K – – –
CA
1488
Crewe Advisors
Utah
$690K +$25.1K +122 +3%
MRWM
1489
ML&R Wealth Management
Texas
$689K +$123K +601 +20%
TF
1490
TRH Financial
Iowa
$688K -$20.3K -99 -3%
VCP
1491
Verus Capital Partners
Arizona
$688K +$4.93K +24 +0.7%
CWA
1492
Cornerstone Wealth Advisors
Minnesota
$687K – – –
CCG
1493
Chatham Capital Group
Georgia
$684K -$14.4K -70 -2%
OC
1494
Oakworth Capital
Alabama
$684K – – –
AWM
1495
Accel Wealth Management
Iowa
$684K +$109K +532 +18%
MWM
1496
Marion Wealth Management
Pennsylvania
$683K +$2.46K +12 +0.3%
HCM
1497
HM Capital Management
Missouri
$682K -$153K -746 -17%
ATFA
1498
All Terrain Financial Advisors
Minnesota
$681K -$41.5K -202 -5%
VFG
1499
V2 Financial group
Illinois
$679K – – –
TW
1500
TrinityPoint Wealth
Connecticut
$679K -$10.3K -50 -1%
58 59
60
61 62